Privacy Policy for YourWealthCheckup.com

Last Updated: 8/14/2025

Welcome to YourWealthCheckup.com ("Platform," "we," "us," or "our"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website. Please read this privacy policy carefully.

1. COLLECTION OF YOUR INFORMATION We may collect information about you in a variety of ways. The information we may collect on the Platform includes:

  • Personal Data: Personally identifiable information, such as your name, email address, and telephone number, that you voluntarily give to us when you fill out a form.

  • Financial Data: Information related to your financial situation, such as your approximate investable assets and financial goals, that you voluntarily provide.

  • Derivative Data: Information our servers automatically collect when you access the Platform, such as your IP address, browser type, and operating system.

2. USE OF YOUR INFORMATION Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Platform to:

  • Provide you with the requested service or product (such as our calculators or free guides).

  • Share your information with our network of partner financial professionals so they may contact you to offer their services, as you have requested.

  • Send you marketing communications related to our platform.

  • Monitor and analyze usage and trends to improve your experience with the Platform.

3. DISCLOSURE OF YOUR INFORMATION We may share information we have collected about you in certain situations. Your information may be disclosed as follows:

  • With Our Professional Partners: When you submit a form on our Platform, you consent to us sharing your Personal and Financial Data with one or more of our vetted, third-party financial advisor partners so they may contact you directly.

  • By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law.

  • Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including data analysis, hosting services, and marketing assistance.

We will not sell your personal information to third-party marketing companies.

4. DATA SECURITY We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable.

5. CONTACT US If you have questions or comments about this Privacy Policy, please contact us at: yourwealthcheckup.com, [address], [email].