Privacy Policy
Effective Date: January 8, 2026
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 provided when downloading resources or guides
- Information submitted through interactive assessments or quizzes on our website
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
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. We may share information with:
- Service Providers: Third parties who assist in operating our website and providing services (e.g., scheduling tools, email providers)
- Legal Requirements: When required by law or to protect our rights and safety
Cookies and Tracking Technologies
Our website may use cookies and similar technologies to enhance your experience, analyze site usage, and assist in our marketing efforts. You can control cookie preferences through your browser settings.
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 communications at any time
- Disable cookies through your browser settings
To exercise these rights, please contact us using the information below.
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; this information will not be shared with any third parties.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact us at:
Financial Thinking Partner® Wealth Advisors