We collect the information you provide—your name, email, phone, assessment answers, goals, and any financial figures you choose to enter—to deliver your Wealth Readiness Score, roadmap, and member experience.
Your assessment answers and financial records are private to your account. We do not sell personal information. Marketing messages are sent only if you opt in, and you can opt out at any time.
We may share limited contact and engagement information (such as name, email, phone, and whether you completed the assessment) with our customer relationship tools. We do not share raw financial answers, balances, or documents for marketing.
You may request a copy of your data or deletion of your account from Settings.