Privacy Policy for Strategies for Life Consulting, LLC

Effective Date: [Insert Date]April 21, 2025

Strategies for Life Consulting, LLC (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, store, and protect your personal and financial information when you use our website or interact with our services.

1. Information We Collect

When you visit our website or use our services, we may collect:

Personal Information

• Name, email address, phone number, and mailing address

• Information provided when scheduling consultations, completing surveys, or subscribing to our email list

Financial Information

• Income range, budgeting information, or other financial data necessary to provide coaching services

• Life insurance policy data when applicable

Note: We do not collect sensitive banking or credit card numbers through our site. Payments are processed through third-party platforms (e.g., Stripe, PayPal, Calendly).

Automatically Collected Information

• IP address, browser type, device information, session data, and site usage patterns collected by Wix.com and Google Analytics

2. How We Use Your Information

We use the information we collect to:

• Schedule and manage consultations and coaching sessions

• Personalize your wealth strategies coaching experience

• Send appointment reminders, resources, blog posts, and monthly wealth-building tips

• Improve the website, services, and client experience

• Maintain compliance with applicable financial services regulations

3. Wealth Information Handling & Retention

We understand the sensitivity of financial data. Therefore:

• Any financial information collected during assessments, surveys, or coaching sessions is used solely to service your needs

• We do not store financial details longer than necessary

• All financial data is securely destroyed or deleted once the coaching process or requested service is completed

4. Information Sharing

We do not sell or rent your personal or financial information. We may share data only with:

• Squarespace (website host), Calendly (scheduling), and our secure CRM/email marketing tool

• Third-party vendors only as necessary to deliver services (under confidentiality agreements)

• Government authorities only if legally required

5. Data Security and Liability Disclaimer

Our site uses SSL encryption via Squarespace.com and trusted third-party tools to protect your information.

While we take every precaution to safeguard your data, no online platform is 100% secure. Therefore, Strategies for Life Consulting, LLC is not liable for any unauthorized access, data breaches, or cyberattacks that result in compromised personal or financial data.

You acknowledge and accept this risk by using our website and services.

6. Your Choices

You have the right to:

• Access, correct, or request deletion of your data

• Unsubscribe from email communications at any time

• Decline to submit personal or financial information (note: this may limit your access to certain services)

To exercise your rights, contact: dthompson@strategiesforlifeconsulting.com

7. Cookies and Analytics

Our website, hosted by Wix, uses cookies and analytics to:

• Improve performance and user experience

• Track visitor traffic and interactions

You can disable cookies via your browser settings.

8. External Links

Our site may include links to third-party tools and resources (e.g., financial calculators, book recommendations). We are not responsible for the privacy practices of those external websites.

9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from minors.

10. Policy Updates

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

11. Contact Us

For questions about this Privacy Policy, please contact:

Strategies for Life Consulting, LLC

Email: dthompson@strategiesforlifeconsulting.com

Website: www.strategiesforlifeconsulting.com