Privacy Policy

Effective Date: May 31, 2020

At Financial Sensei, we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store, and protect your data when you visit our website (https://www.financialsensei.net), engage with our content, or use our services.

1. What Information We Collect

We may collect the following types of personal information when you interact with our site or services:

Name and contact details (email, phone number, etc.)

Business and financial interests you share via forms or calls

Responses to quizzes, assessments, or strategy intake forms

Appointment scheduling informationWebsite usage data (via cookies, pixels, and analytics tools)

2. How We Use Your Information

We use your information to:

Provide and personalize our services, such as financial strategy sessions

Communicate with you about scheduling, reminders, and updates

Send educational resources and offers (only with your consent)

Improve our website, services, and client experience

Comply with any legal or regulatory obligations

We do not sell, rent, or trade your personal information to third parties.

3. Cookies & Tracking Tools

Our site may use cookies, pixels, and third-party analytics (e.g., Google Analytics) to improve your user experience and gather insight into website traffic and performance. You can disable cookies in your browser settings if you prefer not to be tracked.

4. Third-Party Services

We may use trusted tools and platforms to help us deliver services (e.g., scheduling software, CRM systems, or email marketing platforms). These services may process your data on our behalf but are required to maintain your confidentiality and use your information only as directed by us.

5. Data Security

We take appropriate measures to protect your personal information against unauthorized access, misuse, or disclosure. However, no method of data transmission over the internet is 100% secure. We encourage you to protect your own data by using strong passwords and sharing sensitive information only through secure methods.

6. Your Choices

You can opt out of email communications at any time by clicking the "unsubscribe" link in any email or contacting us directly. You may also request to review, correct, or delete your personal data at any time.

7. Children’s Privacy

Our website and services are not intended for children under 18, and we do not knowingly collect information from minors.

8. Updates to This Policy

We may update this Privacy Policy periodically. If we make significant changes, we will post a notice on our website. Your continued use of the site after changes are made implies acceptance of the updated policy.

9. Contact Us

If you have any questions or concerns about this policy or how your data is used, please contact us:

Financial Sensei

1130 Cleveland St Ste 110

Clearwater, FL 33755