Privacy Policy
Effective Date: 8/8/2023
Thank you for choosing Grace Financial for your financial health and wellness needs. We are committed to maintaining the privacy, security, and confidentiality of your personal and financial information. This Privacy Policy outlines how we collect, use, share, and protect the information you provide to us in the course of using our financial wellness services.
1. Information We Collect:
We may collect and store various types of information when you use our financial wellness services, including but not limited to:
- Personal information: Name, contact details, date of birth, and other identifying information.
- Financial information: Income, expenses, debts, assets, and budget details.
- Communication data: Any information exchanged during routine check-ins, consultations, and interactions with our financial advisors.
- Usage data: Information about your interactions with our services, including website usage and platform interactions.
2. How We Use Your Information:
We use the information you provide to us for the following purposes:
- To create and manage monthly budgets and financial plans tailored to your needs.
- To offer debt management strategies and advice to help you achieve financial success.
- To conduct routine check-ins and consultations to monitor your progress and adjust strategies as needed.
- To communicate important updates, promotions, and other relevant information.
- To improve our services, enhance user experiences, and develop new features.
3. Information Security:
We are committed to safeguarding your personal and financial information. We implement industry-standard security measures to protect against unauthorized access, disclosure, alteration, or destruction of your data.
4. Confidentiality and Data Sharing:
We treat all the financial and personal information you share with us as strictly confidential. We do not sell, rent, or trade your information to third parties for marketing purposes. We may share your information with trusted third-party service providers who assist us in delivering our services, but only to the extent necessary for them to perform their functions.
5. Your Choices:
- You have the right to review, correct, or update your personal information at any time.
- You can opt out of receiving promotional communications from us.
- You can request the deletion of your account and associated data, subject to legal and regulatory requirements.
6. Legal Compliance:
We may disclose your information if required to do so by law or if we believe that such action is necessary to comply with legal processes, protect our rights or the rights of others, or ensure the safety of individuals.
7. Changes to the Privacy Policy:
We reserve the right to update this Privacy Policy as necessary to reflect changes in our practices and services. Any updates will be posted on our website, and we encourage you to review the policy periodically.
8. Contact Us:
If you have any questions, concerns, or requests regarding your privacy and data, please contact our Privacy Officer at admin@gracefinan.com
By using our financial wellness services, you consent to the practices outlined in this Privacy Policy.
Thank you for trusting Grace Financial with your financial health and wellness journey.
Grace Financial