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]