1. Introduction
The Financial Peace respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store, and protect your data when you visit our website or engage with our services.
2. Information We Collect
We may collect the following information:
- Name
- Email address
- Phone number
- City / country
- Financial information (only when you engage in advisory services)
- Any information voluntarily submitted through forms, emails, or consultations
3. How We Use Your Information
Your information is used to:
- Respond to inquiries and requests
- Provide financial advisory services
- Schedule consultations or sessions
- Send newsletters, learning resources, or service updates (only with consent)
- Improve our website and offerings
We do not sell or rent your personal data to third parties.
4. Data Sharing & Third Parties
Your data may be shared only with:
- Authorized internal team members
- Regulated service providers (CA, legal experts, platforms) strictly for service delivery
- Government or regulatory authorities if required by law
Documents you share for financial planning are read by Amazon Web Services, inside our own AWS account, using servers located in India only. Where a document is read by another AI service, only a redacted version, with names and identifying numbers removed, is sent. The Flowbit statement tool uses Mistral AI to read the statements you upload.
All third parties are expected to maintain confidentiality.
5. Data Security
We take reasonable security measures to protect your personal information against unauthorized access, misuse, or disclosure.
However, no method of electronic storage or transmission is 100% secure, and we cannot guarantee absolute security.
6. Cookies & Website Analytics
Our website may use cookies and analytics tools to:
- Understand visitor behavior
- Improve user experience
- Track website performance
You can disable cookies through your browser settings if you prefer.
7. Email Communication & Opt-Out
If you subscribe to our newsletter or updates, you may receive periodic emails.
You can unsubscribe at any time by clicking the “unsubscribe” link in the email or by contacting us directly.
8. Data Retention
We retain personal data only for as long as necessary to fulfill the purpose for which it was collected, or as required by applicable laws and regulations.
9. Your Rights
You have the right to:
- Access your personal data
- Request correction of incorrect information
- Request deletion of data (subject to regulatory requirements)
Requests can be made via email.
10. Policy Updates
The Financial Peace reserves the right to update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date.
11. Contact Information
For questions related to this Privacy Policy, please contact:
Email: hello@thefinancialpeace.com
Website: www.thefinancialpeace.com