Effective Date: 1/1/2025
At Whole Self Wealth, your privacy is important to us. This Privacy Policy explains how we collect, use, and protect your personal information when you interact with our website, sign up for our services, or communicate with us.
1. What We Collect
When you use our website, fill out a form, or engage with our services, we may collect:
Your name, email address, and phone number
Any information you choose to share with us (via forms, chats, surveys, etc.)
Data about how you use our website (e.g., pages visited, time on site, links clicked)
2. How We Use Your Information
We use your information to:
Deliver the services, content, and updates you request
Send occasional emails or text messages with helpful tips, reminders, or promotions
Improve our website and offerings
Respond to your inquiries and support needs
We will never sell your information or share it with third parties for marketing purposes.
3. Text & Email Communication
By providing your phone number or email, you agree to receive occasional communications from Whole Self Wealth. Message and data rates may apply. You can unsubscribe or opt out at any time by:
Clicking the unsubscribe link in emails
Replying STOP to text messages
We respect your time and inbox — we’ll only send messages we believe are truly valuable.
4. Data Protection
We use industry-standard tools and practices to keep your data secure. While no system is 100% foolproof, we are committed to protecting your information.
5. Cookies and Tracking
We may use cookies or similar technologies to improve your experience, remember your preferences, and analyze website traffic. You can disable cookies through your browser settings if you prefer.
6. Your Rights
You can request to:
Access, update, or delete your personal information
Withdraw consent to communications
Ask questions about how your data is used
Just reach out to us anytime at [email protected].
7. Updates to This Policy
We may update this policy as our business grows or laws change. When we do, we’ll update the effective date and post the latest version on this page.
8. Contact Us
Have questions? We’re here to help.
Email: [email protected]
Address: Whole Self Wealth, Inc. – 3333 Preston Road STE 300, Frisco, TX 75034
By submitting this form, you agree to receive emails and text messages from Whole Self Wealth. We respect your privacy and never spam. Message and data rates may apply. Message frequency varies. You can opt out anytime by clicking “unsubscribe” or replying STOP.
