Privacy Policy

The Wealth Clarity - Business DNA Diagnostic™

Effective Date: January 21, 2026

Last Updated: January 21, 2026

The Wealth Clarity ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you:

⏺ Visit our website (www.thewealthclarity.com)

⏺ Purchase our products or services

⏺ Take the our assessments (Decision Matrix, Business DNA Diagnostic)

⏺ Receive and use our digital products (reports, guides, frameworks)

⏺ Subscribe to our email list

⏺ Interact with us through any medium

By using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

If you do not agree with this Privacy Policy, please do not access or use our services.

1. INFORMATION WE COLLECT

1.1 Information You Provide Directly

Account & Purchase Information:

⏺ Full Name

⏺ Email Address

⏺ Billing address

⏺ Payment information (processed by third-party payment processors; we do not store complete credit card numbers)

⏺ Phone number (if provided)

⏺ Company name (if provided)

Quiz & Assessment Data:

⏺ All responses to the our assessments (Decision Matrix, Business DNA Diagnostic) questions

⏺ Open-ended text responses

⏺ Business background information

⏺ Skill assessments

⏺ Resource availability

⏺ Goals and preferences

⏺ Any other information you voluntarily provide

Communications:

⏺ Email correspondence with us

⏺ Support ticket information

⏺ Feedback and survey responses

⏺ Testimonials (if you choose to provide them)

1.2 Information Collected Automatically

When you visit our website or use our services, we automatically collect:

Technical Information:

⏺ IP address

⏺ Browser type and version

⏺ Device type and operating system

⏺ Time zone setting

⏺ Browser plug-in types and versions

⏺ Pages visited and time spent on pages

⏺ Referring website addresses

⏺ Click-through data

Cookies and Tracking Technologies:

⏺ Session cookies (temporary)

⏺ Persistent cookies (remain on your device)

⏺ Tracking pixels

⏺ Web beacons

⏺ Similar technologies

1.3 Information from Third Parties

We may receive information about you from:

⏺ Payment processors (transaction confirmations, fraud detection data)

⏺ Email service providers (email engagement metrics)

⏺ Analytics providers (website usage statistics)

⏺ Advertising platforms (ad performance data)

⏺ Public databases or social media platforms (if you connect them to our services)

2. HOW WE USE YOUR INFORMATION

2.1 Primary Uses

We use your information to:

Service Delivery:

⏺ Process your purchases and deliver products

⏺ Generate your personalized Business DNA Diagnostic™ Report

⏺ Create customized recommendations based on your assessment responses

⏺ Provide customer support

⏺ Send transactional emails (receipts, product access, account notifications)

⏺ Product Improvement:

⏺ Analyze quiz response patterns to improve our assessment algorithms

⏺ Enhance our archetype identification system

⏺ Develop new products and features

⏺ Improve user experience and interface design

Communication:

⏺ Send educational content and resources

⏺ Provide updates about our products and services

⏺ Respond to your inquiries and requests

⏺ Send marketing communications (if you've opted in)

Legal & Business Operations:

⏺ Comply with legal obligations

⏺ Enforce our Terms and Conditions

⏺ Prevent fraud and abuse

⏺ Protect the security and integrity of our services

⏺ Resolve disputes

2.2 Quiz Data Usage

Your assessment responses are used to:

⏺ Calculate your business archetype

⏺ Generate personalized business model recommendations

⏺ Create customized implementation guidance

⏺ Provide financial projections and timeline estimates

⏺ Identify your behavioral patterns and preferences

Important: Your individual assessment responses are kept confidential. We may use aggregated, anonymized quiz data for research, product improvement, and marketing purposes (e.g., "80% of Builders prefer X business model"), but we will never share your specific responses publicly or attribute them to you without your explicit consent.

2.3 Investment Marketing & Securities Compliance

If your responses indicate potential interest in investments, we may contact you about investment funds, securities offerings (for accredited investors), or partnership opportunities.

No Investment Advice: Investment communications are informational only, not investment advice. Consult licensed professionals before investing.

Accredited Investor Requirements: Some offerings require accredited investor status. We may screen preliminarily but formal verification is required.

Right to Opt-Out: Email [email protected] with "Opt Out Investment Marketing" to unsubscribe from investment communications.

Securities Compliance: All communications comply with SEC Regulation D and state securities laws.

3. HOW WE SHARE YOUR INFORMATION

Segmented Communication & Future Offerings

Based on your assessment responses, we may:

⏺ Place you in tailored email sequences based on your profile

⏺ Send targeted content and product recommendations

⏺ Contact you about investment opportunities that align with your responses

⏺ Segment you for targeted marketing campaigns

Important: You can unsubscribe anytime. Being in a segment does not obligate you to purchase. We never share your specific responses with third parties.

3.1 We DO Share Information With:

Service Providers (Data Processors):

⏺ Payment processors (Stripe, PayPal, etc.) - to process transactions

⏺ Email marketing platforms (e.g., Mailchimp, ConvertKit) - to send emails

⏺ Cloud hosting providers (e.g., AWS, Google Cloud) - to store data

⏺ Analytics providers (e.g., Google Analytics) - to analyze website traffic

⏺ Customer support tools - to provide assistance

⏺ Automation platforms (e.g., Make.com, Zapier) - to deliver products

These providers are bound by confidentiality agreements and can only use your data to perform services on our behalf.

Legal Requirements: We may disclose your information if required by:

⏺ Court orders or subpoenas

⏺ Legal processes

⏺ Government investigations

⏺ Protection of our legal rights

⏺ Prevention of fraud or illegal activity

Business Transfers: If we are involved in a merger, acquisition, bankruptcy, or sale of assets, your information may be transferred as part of that transaction. You will be notified of any such change.

3.2 We DO NOT:

⏺ Sell your personal information to third parties

⏺ Share your individual assessment responses publicly

⏺ Rent your email address to other companies

⏺ Use your data for purposes other than stated in this policy without consent

4. DATA RETENTION

4.1 How Long We Keep Your Data

Account & Purchase Data: Retained for as long as your account is active, plus 7 years for tax and legal compliance purposes.

Quiz Responses & Reports: Retained indefinitely to:

⏺ Allow you to access your report

⏺ Improve our assessment algorithms

⏺ Provide future personalized recommendations

Email Communications: Retained until you unsubscribe or request deletion.

Technical/Analytics Data: Typically retained for 12-24 months.

Support Tickets: Retained for 3 years for quality assurance and legal purposes.

4.2 Your Right to Request Deletion

You may request deletion of your data at any time (see Section 8). Upon request, we will delete your information within 30 days, except where:

⏺ We are legally required to retain it

⏺ It is needed to resolve disputes or enforce our Terms

⏺ It has been aggregated and anonymized (cannot be traced back to you)

5. DATA SECURITY

5.1 How We Protect Your Information

We implement industry-standard security measures including:

Technical Safeguards:

⏺ SSL/TLS encryption for data transmission

⏺ Encrypted storage of sensitive information

⏺ Secure servers with firewall protection

⏺ Regular security audits and updates

⏺ Access controls and authentication protocols

Organizational Safeguards:

⏺ Limited employee access to personal data (need-to-know basis)

⏺ Confidentiality agreements with all personnel

⏺ Regular training on data protection

⏺ Incident response procedures

Payment Security:

⏺ We use PCI-DSS compliant payment processors

⏺ We do NOT store complete credit card information

⏺ Payment data is tokenized and encrypted

5.2 No Guarantee

While we take reasonable precautions, no method of transmission or storage is 100% secure. We cannot guarantee absolute security of your information. You provide information at your own risk.

In the event of a data breach affecting your personal information, we will notify you as required by law.

6. COOKIES AND TRACKING

6.1 Types of Cookies We Use

Essential Cookies: Required for website functionality (cannot be disabled)

⏺ Session management

⏺ Authentication

⏺ Security features

Analytics Cookies: Help us understand how visitors use our site

⏺ Google Analytics

⏺ Heatmap tools

⏺ Conversion tracking

Marketing Cookies: Used to deliver relevant ads and track campaign performance

⏺ Facebook Pixel

⏺ Google Ads

⏺ Retargeting pixels

6.2 Managing Cookies

You can control cookies through:

Browser Settings: Most browsers allow you to refuse or delete cookies

Opt-Out Tools: NAI Opt-Out Tool, DAA Opt-Out Tool, Google Ads Settings

"Do Not Track" Signals: We currently do not respond to DNT signals

Note: Disabling cookies may limit your ability to use certain features of our website.

7. THIRD-PARTY LINKS

Our website and products may contain links to third-party websites, services, or resources.

We are NOT responsible for:

⏺ Privacy practices of third-party websites

⏺ Content or security of external sites

⏺ How third parties collect or use your information

Before providing information to any third party, please review their privacy policy.

8. YOUR RIGHTS AND CHOICES

8.1 Access and Correction

You have the right to:

⏺ Access your personal information

⏺ Request corrections to inaccurate data

⏺ Download a copy of your data

How to Request: Email us at [email protected] with "Data Access Request" in the subject line.

8.2 Deletion ("Right to Be Forgotten")

You may request deletion of your personal information.

Exceptions: We may retain data required for:

⏺ Legal compliance (tax records, etc.)

⏺ Fraud prevention

⏺ Enforcing our Terms and Conditions

⏺ Completing transactions

How to Request: Email us at [email protected] with "Delete My Data" in the subject line.

8.3 Marketing Communications

Email Unsubscribe:

Click "Unsubscribe" in any marketing email

⏺ Email us at [email protected]

⏺ Update preferences in your account settings

Note: You will still receive transactional emails (receipts, product access, account notifications) even if you unsubscribe from marketing.

8.4 Opt-Out of Targeted Advertising

You can opt out of interest-based advertising:

Google: Visit Google Ads Settings

Facebook: Visit Facebook Ad Preferences

General Opt-Out: Visit www.aboutads.info/choices or www.networkadvertising.org/choices

9. INTERNATIONAL DATA TRANSFERS

Our servers and service providers may be located in the United States or other countries.

If you are located outside the United States:

⏺ Your information may be transferred to and processed in the U.S.

⏺ U.S. data protection laws may differ from those in your country

⏺ By using our services, you consent to this transfer

We take reasonable steps to ensure your data is protected in accordance with this Privacy Policy regardless of where it is processed.

10. CHILDREN'S PRIVACY

Our services are NOT intended for individuals under 18 years of age.

We do not knowingly collect personal information from children under 18.

If you are a parent or guardian and believe your child has provided us with personal information:

⏺ Contact us immediately at [email protected]

⏺ We will promptly delete the information

11. CALIFORNIA RESIDENTS (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

11.1 Right to Know

You may request:

⏺ Categories of personal information we collect

⏺ Sources of that information

⏺ Our business purpose for collecting it

⏺ Categories of third parties we share it with

⏺ Specific pieces of personal information we have about you

11.2 Right to Delete

You may request deletion of your personal information (subject to exceptions).

11.3 Right to Opt-Out

You may opt out of the "sale" of your personal information.

Note: We do not "sell" personal information as traditionally defined. If we ever do, we will provide a clear opt-out mechanism.

11.4 Right to Non-Discrimination

We will not discriminate against you for exercising your CCPA rights.

11.5 How to Exercise Your Rights

Email us at [email protected] or call (Contact via email)

We will verify your identity before processing requests.

12. EUROPEAN RESIDENTS (GDPR)

If you are in the European Economic Area (EEA), you have rights under the General Data Protection Regulation (GDPR):

12.1 Legal Basis for Processing

We process your data based on:

Contract Performance: To provide services you've purchased

Legitimate Interests: To improve our services and communicate with you

Consent: For marketing communications (where required)

Legal Obligations: To comply with laws

12.2 Your GDPR Rights

Right of Access: Request a copy of your data

Right to Rectification: Correct inaccurate data

Right to Erasure: Request deletion ("right to be forgotten")

Right to Restriction: Limit how we use your data

Right to Data Portability: Receive your data in a portable format

Right to Object: Object to certain processing activities

Right to Withdraw Consent: Withdraw consent at any time

12.3 How to Exercise Your Rights

Email us at [email protected] with "GDPR Request" in the subject line.

We will respond within 30 days.

12.4 Right to Lodge a Complaint

You have the right to lodge a complaint with your local data protection authority if you believe we have violated GDPR.

13. AUTOMATED DECISION-MAKING

13.1 Quiz Analysis & Report Generation

Our Business DNA Diagnostic™ uses automated algorithms to:

⏺ Analyze your assessment responses

⏺ Calculate your business archetype

⏺ Generate personalized recommendations

This is NOT automated decision-making with legal or similarly significant effects as defined under GDPR, because:

⏺ It does not make legally binding decisions

⏺ It is educational content only

⏺ You are free to ignore all recommendations

13.2 AI-Generated Content

Some portions of your report may be generated using artificial intelligence (AI) tools.

You should be aware:

⏺ AI-generated content may contain errors

⏺ Recommendations should be verified independently

⏺ AI has inherent limitations and biases

⏺ This is educational content, not professional advice

14. CHANGES TO THIS PRIVACY POLICY

We may update this Privacy Policy from time to time to reflect:

⏺ Changes in our practices

⏺ Legal or regulatory changes

⏺ New features or services

When we make changes:

⏺ We will update the "Last Updated" date at the top

⏺ Material changes will be communicated via email or prominent notice on our website

⏺ Your continued use after changes indicates acceptance

We encourage you to review this Privacy Policy periodically.

15. CONTACT US

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices:

The Wealth Clarity

Email:

[email protected]

Mailing Address:

30 N. Gould St. Ste R

Sheridan, WY 82801

Response Time: We aim to respond to all inquiries within 5 business days.

16. CONSENT

By using our services, you consent to: