Effective Date: 05/17/2025

Last Updated: 05/17/2025

📜 LegacyOne Privacy Policy

1. Introduction

At LegacyOne, your privacy matters. We are committed to protecting the personal information you share with us. This Privacy Policy explains what we collect, how we use it, and the steps we take to safeguard your data.


2. Information We Collect

We collect the following types of information:

  • Personal Information: Name, email, phone number, mailing address (if applicable)

  • Financial Information: Details provided during coaching sessions or submitted via secure forms or third-party platforms

  • Technical Data: IP address, browser type, device information, and cookies for analytics

  • Communications: Any feedback, questions, or information sent to us directly


3. How We Use Your Information

We use your information to:

  • Deliver and personalize our financial services

  • Improve our website and offerings

  • Respond to inquiries and provide customer support

  • Process payments and donations

  • Send important updates or optional newsletters (you can opt out anytime)


4. Sharing Your Information

We do not sell your data. We may share your data only with:

  • Trusted third parties like Donorbox, Stripe, Calendly, or financial data APIs (e.g. Plaid, in future builds) used to facilitate our services

  • Legal authorities when required by law or to protect our rights


5. Cookies & Analytics

We use cookies for:

  • Website performance and visitor analytics (Google Analytics or similar)

  • Session optimization (e.g. remembering logged-in status or form progress)

You may disable cookies in your browser settings, but this may affect site performance.


6. Your Rights

You may:

  • Request a copy of the data we have on file

  • Ask for corrections or deletions

  • Withdraw consent at any time by contacting us directly


7. Data Security

We implement strong technical, physical, and organizational safeguards to protect your data. However, no method is 100% secure. By using our site, you acknowledge and accept this risk.


8. Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect data from minors. If you believe a child has provided information, contact us for immediate removal.


9. Changes to This Policy

We may update this policy from time to time. Changes will be posted here with a new "Last Updated" date.


10. Contact Us

For privacy questions or data requests, email us at:
📧 [yourprivacy@legacyonefinance.com]