Privacy Policy

Privacy Policy

Last updated: August 1, 2026

Information we collect

When you register for a workshop, request a consultation, or use our tools, we may collect the contact information you provide (such as name, email, phone, state, preferred language, and retirement timeline) and general information about how you found us. Our interactive tools run in your browser; quiz and calculator inputs are not stored by us unless you choose to submit a form.

What we do not collect

We do not request or collect Social Security numbers, full account numbers, passwords, login information, or sensitive identity documents on this website.

How we use your information

We use your information to respond to your request, confirm your workshop or appointment, send reminders you have consented to, and prepare for your conversation with Tracy. We store lead information securely and do not display submissions publicly.

Email & text consent

Consent to receive email or text reminders is optional and is never pre-selected. You may withdraw consent at any time by replying STOP to texts, using the unsubscribe link in emails, or contacting us. Message and data rates may apply.

Sharing

We do not sell your personal information. We may share it with service providers who help us operate (for example, scheduling, email, or analytics) under appropriate confidentiality obligations.

Analytics

We may use tools such as Google Analytics to understand how visitors use the site. You can control cookies through your browser settings.

Contact

Questions about this policy? Please use our contact page.