Privacy Policy

1. Information We Collect

We may collect:

• Name
• Email address
• Phone number
• Investment interests (if provided)
• Appointment or event registration details
• Communication history (emails, SMS, calls)
• Basic website data (IP address, browser type)

We only collect information you voluntarily provide or that is automatically collected through standard website usage.

2. How We Use Your Information

We use your information to:

• Register you for events or calls
• Send educational content and updates
• Communicate about services and opportunities
• Follow up on inquiries
• Improve marketing and user experience
• Maintain records of consent and communication

3. SMS Communication & Consent

If you provide your phone number through our forms, you may receive SMS messages from MyFinJourney, including:

• Event reminders
• Appointment confirmations
• Educational content
• Follow-ups
• Marketing messages and investment-related updates

Message frequency varies. Message and data rates may apply. You can opt out at any time:

• Reply STOP to unsubscribe
• Reply HELP for assistance

We only send SMS messages to users who have provided consent through our forms. Consent is not a condition of purchase.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.

4. Email Communications

You may receive emails from us for similar purposes. You can unsubscribe at any time using the link in any email.

5. How We Share Information

We do not sell, rent, or share your personal information with third parties or affiliates for marketing or promotional purposes.

We may share your information with:

• CRM and communication platforms (e.g., email/SMS providers)
• Scheduling tools
• Service providers that help operate our business

These providers only use your data to support our operations.

No mobile information will be shared with third parties or affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted.

All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

6. Data Retention

We retain your information only as long as necessary to:

• Communicate with you
• Provide services
• Maintain compliance records

7. Data Security

We use reasonable administrative and technical safeguards to protect your information. However, no system can be guaranteed 100% secure.

8. Cookies & Tracking Technologies

We use cookies and similar tracking technologies to improve user experience, analyze website traffic, and optimize our marketing efforts.

These may include tools such as Google Analytics or similar services.

Users can control cookie preferences through their browser settings.

9. Your Rights

You may request to:

• Access your information
• Correct your information
• Delete your information

Contact: 📧 support@myfinjourney.com

10. Age Requirement

Our services are intended for individuals 18 years or older. We do not knowingly collect information from minors.

11. Third-Party Services

Our website and communications may use third-party platforms (e.g., CRM, scheduling tools). These platforms have their own privacy policies.

12. Updates to This Policy

We may update this policy periodically. Updates will be posted on this page with a revised effective date.