Privacy Policy

Introduction

Financial Thinking Partner® Wealth Advisors ("we," "our," or "us") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

Personal Information You Provide

We may collect personal information that you voluntarily provide, including:

• Name and contact information (email address, phone number)
• Information submitted through contact forms or scheduling tools
• Communications you send to us
• Information submitted through interactive assessments or quizzes on our website

Our downloadable guides are free and require no name, email address, phone number, or other personal information. We do not create a contact record when you download a guide. If you allow analytics, the download click may be recorded as described below.

If you become a client, our separate client privacy notice describes how we handle nonpublic personal information about your accounts.

Automatically Collected Information

When you visit our website, we may automatically collect:

• Device information (browser type, operating system)
• IP address and general location data
• Pages visited and time spent on pages
• Referring website or source

Some of this information is collected only if you allow analytics, as described below.

How We Use Your Information

We use collected information to:

• Respond to inquiries and provide requested services
• Send communications about our services (with your consent)
• Improve our website and user experience
• Comply with legal and regulatory obligations
• Protect against fraudulent or unauthorized activity

Information Sharing and Disclosure

We do not sell your personal information for money. We may share information with:

• Service Providers: Third parties who help operate our website and provide services, such as website hosting and data storage, scheduling (Calendly), and email delivery
• Analytics and advertising partners, only with your permission: Google (Google Analytics) and Meta (Meta Pixel). See "Analytics and Advertising Cookies" below.
• Legal Requirements: When required by law or to protect our rights and safety

Analytics and Advertising Cookies

Google Analytics and the Meta Pixel load on our website only after you choose "Allow analytics." If you decline, or if your browser sends a Global Privacy Control signal, they do not load. You can change your choice at any time using "Analytics choices" in the website footer.

When allowed, these tools set cookies and send Google and Meta the page address (without any query string or fragment), a shortened referring address, device and browser information, your IP address, and events such as a guide download (identified only by the file path) or a click on our scheduling link. We do not send your name, email address, phone number, or quiz answers to these tools. Google and Meta process this data under their own privacy policies, and Meta may use it to measure and target advertising.

These tools never load on our email preference (unsubscribe) page. The website also stores your analytics choice in your browser's local storage.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights and Choices

You may:

• Request access to personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information (subject to legal requirements)
• Opt out of marketing emails at any time using the unsubscribe link, and opt out of text messages by replying STOP
• Change your analytics choice using "Analytics choices" in the footer, or disable cookies through your browser settings

To exercise these rights, please contact us using the information below. Depending on where you live, you may have additional rights under state law.

Third-Party Links

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these sites. We encourage you to review their privacy policies.

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.

SMS Communications

For information about how we handle SMS/text message communications, please see our SMS Terms & Privacy Policy.

All the above categories exclude text messaging originator opt-in data and consent. That information is shared only with service providers that deliver our text messages, such as messaging platforms and telecommunications carriers, and is never shared with third parties or affiliates for their marketing or promotional purposes.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us at: