Legal
Privacy Policy
This policy is a launch-ready placeholder and must be reviewed by qualified legal and compliance professionals before publication.
Information we collect
We may collect contact details and the non-sensitive answers you choose to provide through Finn’s Future Checkup. The checkup does not request account numbers, Social Security numbers, passwords, exact asset balances or financial credentials.
How information may be used
Information may be used to respond to your request, provide educational information, operate and improve the website, meet legal obligations, and maintain security. It may later be transferred to approved service providers such as a customer relationship or scheduling platform under appropriate safeguards.
Sharing and retention
We do not state that personal information is sold. Final retention periods, service providers, required state notices and consumer rights procedures must be confirmed before launch.
Your choices
You may request access, correction or deletion using the contact information that will be added before launch, subject to applicable law and recordkeeping obligations.
Security
Reasonable safeguards are used, but no online system can guarantee absolute security. Do not submit sensitive financial credentials through this website.
Contact
Privacy contact name, email, mailing address and policy effective date: to be confirmed before launch.