Privacy Policy

Last updated 2026.

What we collect

When you submit a form on this site — the newsletter, the phase quiz, a lead magnet, the ecosystem waitlist, or a contact form — we collect the information you enter. That may include your name, email address, phone number, profession, your quiz answers and resulting phase, and any message you write. We do not collect financial account numbers, Social Security numbers, or payment information through this site.

How we use it

We use your information to respond to you, to send the resource or summary you requested, and to send occasional emails about workshops, education, and services. Quiz answers are used to tailor what we send you so the guidance matches the phase you are actually in.

We do not sell or share it

Your information is never sold, rented, or traded. It is not shared with third parties for their own marketing. We use service providers for hosting, database storage, and email delivery, and they may process your data only to provide those services to us.

Email preferences

Every marketing email includes an unsubscribe link. You can unsubscribe at any time and it takes effect immediately. Emails that reply directly to something you asked for are not marketing email.

How to request deletion

Email jaquezbaldwin@bewealth.io with the subject "Delete my data" and the email address you used. We will delete your records and confirm within 30 days.

Cookies and analytics

This site may use basic cookies and privacy-respecting analytics to understand which pages are visited. This does not identify you personally.

Not advice

Nothing on this site is tax, legal, or investment advice. Estate documents are prepared by licensed attorneys. Insurance and annuity guarantees are backed by the issuing company.

Questions? Email jaquezbaldwin@bewealth.io.