Privacy Policy

PLACEHOLDER DRAFT. This policy must be reviewed and finalized before launch.

What we collect. If you sign up, we collect your first name, email address, your consent and when you gave it, your Wealth Checkup profile, your stated top priority, the signup source, the completion date and campaign tags (UTM parameters) from the link you arrived on.

What we never ask for. Social Security numbers, bank details, account balances or financial logins.

Checkup answers. Your individual answers are processed in your browser to choose a profile. Only the profile name and top priority are sent if you sign up.

Email provider. Subscriber details are stored with our email service provider (Klaviyo) on a list dedicated to The Wealth Edit, kept separate from any other brand.

Cookies. We do not use advertising pixels or nonessential tracking cookies.

Your choices. Unsubscribe any time using the link in every email, or ask us to delete your data via the Contact page.