Privacy Policy — Financial Order Academy

Privacy Policy

Effective Date: April 1, 2026  |  Last Updated: April 1, 2026

Financial Order Academy ("we," "us," or "our") operates the website financialorderacademy.com (the "Site"). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our Site, use our services, or communicate with us.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, and any other information you voluntarily provide through our contact forms, scheduling tools, or program enrollment.
  • Financial Information: Financial data you share during program participation is used solely for governance system installation and is not shared with third parties except our independent CFP partner, with your consent.
  • Usage Data: Information about how you interact with our Site, including IP address, browser type, pages visited, and time spent on pages.
  • Cookies and Tracking: We may use cookies, pixels, and similar technologies to enhance your experience and analyze site usage.

2. How We Use Your Information

We use the information we collect to:

  • Respond to your inquiries and provide requested services
  • Deliver The Wealth Mandate program and related materials
  • Send administrative communications related to your account or program enrollment
  • Send marketing communications, including emails and SMS messages, with your consent
  • Improve our Site, services, and user experience
  • Comply with legal obligations

3. SMS/Text Messaging Policy

By providing your phone number and opting in through our forms, you consent to receive SMS/text messages from Financial Order Academy. These messages may include appointment reminders, program-related updates, and promotional content.

  • Message frequency: Message frequency varies based on your engagement and program status.
  • Message and data rates: Standard message and data rates may apply depending on your mobile carrier.
  • Opt-out: You may opt out of SMS communications at any time by replying STOP to any message. After opting out, you will receive a confirmation message and no further SMS messages will be sent unless you re-subscribe.
  • Help: Reply HELP to any message for support, or contact us at [email protected].
  • No sharing: We do not sell, rent, or share your phone number or SMS opt-in data with third parties for marketing purposes. Your consent to receive SMS messages is not a condition of purchasing any goods or services.

4. How We Share Your Information

We do not sell your personal information. We may share your information in the following circumstances:

  • Service Providers: With trusted third-party tools that help us operate our business (e.g., GoHighLevel for CRM and communications, Quenza for check-ins, Google Workspace for program delivery).
  • CFP Partner: With our independent Certified Financial Planner partner, with your explicit consent, for licensed financial advice within the program.
  • Legal Requirements: When required by law, regulation, or legal process.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law. You may request deletion of your data by contacting us.

7. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your personal information
  • Opt out of marketing communications
  • Withdraw consent for data processing

To exercise any of these rights, contact us at [email protected].

8. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies before providing any personal information.

9. Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

10. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date. Your continued use of the Site after changes are posted constitutes your acceptance of the updated policy.

11. Contact Information

If you have questions about this Privacy Policy, contact us at:

Financial Order Academy
Email: [email protected]
Phone: (314) 271-1090
Hillsboro, Missouri