Effective Date: August 25, 2026

Money Attitudes (“Money Attitudes,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use and protect it, when we may share it, and the choices you may have regarding your information.

This Privacy Policy applies when you visit moneyattitudes.com, use a Money Attitudes assessment or digital tool, subscribe to our email communications, complete a form, register for a workshop or program, purchase a product or service, participate in coaching or educational offerings, or otherwise interact with Money Attitudes.

By using our website, assessments, tools, products, or services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

The information we collect depends on how you interact with Money Attitudes.

Information You Provide to Us

We may collect information you voluntarily provide, including:

  • Your name
  • Email address
  • Phone number, if you choose to provide it
  • Information submitted through contact forms, registration forms, questionnaires, applications, surveys, or similar forms
  • Workshop, course, coaching, or program registration information
  • Purchase and transaction information
  • Communications you send to us
  • Feedback or testimonials you choose to provide
  • Other information you voluntarily provide while interacting with Money Attitudes

Assessment and Digital Tool Information

When you complete a Money Attitudes assessment or interactive tool, including the Money Clarity Assessment, we may collect information such as:

  • Your responses to assessment questions
  • Scores or results calculated from your responses
  • Information about financial clarity, habits, priorities, decision-making, money systems, or experiences with money that you voluntarily provide
  • Your name and email address when needed to save, generate, retrieve, or deliver your results
  • Information necessary to create and provide your assessment profile or related materials

Assessment results may be generated automatically using a scoring system based on the responses you provide.

Money Attitudes assessments and tools are designed for educational, coaching, and personal-development purposes.

They are not designed to collect Social Security numbers, financial account passwords, banking credentials, complete credit card numbers, or similar highly sensitive financial information. Please do not submit that type of information through our assessments, website forms, or general email communications.

Payment and Transaction Information

When you make a purchase, payment information is processed through third-party payment processors or checkout providers.

Money Attitudes does not ordinarily receive or store your complete credit or debit card number.

We may receive information associated with a transaction, such as:

  • Your name
  • Email address
  • Billing information
  • Product or service purchased
  • Transaction amount
  • Payment status
  • Transaction date
  • Other information necessary to process or maintain records of the transaction

Your payment provider may collect additional information according to its own privacy and security practices.

Information Collected Automatically

When you visit our website or use certain online services, we and our technology providers may automatically collect limited technical information, such as:

  • Internet Protocol (IP) address
  • Browser type
  • Device type
  • Operating system
  • Pages visited
  • Referring website or traffic source
  • Approximate geographic location derived from an IP address
  • Date and time of access
  • Website interactions and usage information
  • Technical information used to maintain website functionality and security

This information may be collected through cookies, server logs, website statistics tools, analytics technologies, and similar methods.

2. How We Use Your Information

We may use information we collect to:

  • Provide and operate our website, assessments, digital tools, products, programs, workshops, coaching, and other services
  • Process purchases and registrations
  • Generate and deliver assessment results, profiles, worksheets, downloads, reports, and other requested materials
  • Send confirmations, receipts, reminders, access information, and other service-related communications
  • Respond to questions, inquiries, or requests
  • Provide customer service and technical support
  • Administer coaching, educational, and personal-development programs
  • Maintain records relating to purchases and program participation
  • Improve our website, assessments, products, programs, and services
  • Understand how visitors interact with our website and digital services
  • Diagnose technical issues and maintain website and account security
  • Prevent fraud, misuse, unauthorized access, or other harmful activity
  • Comply with legal, accounting, tax, regulatory, or recordkeeping obligations
  • Establish, exercise, or defend legal rights
  • Send newsletters, educational information, announcements, and information about Money Attitudes products, programs, and services when you have subscribed or otherwise agreed to receive those communications

We do not use Money Attitudes assessment results to determine eligibility for credit, loans, employment, insurance, housing, or other decisions that produce legal or similarly significant effects.

3. Email Communications and Marketing

If you subscribe to a Money Attitudes newsletter, request a resource, register for an offering, make a purchase, or otherwise choose to receive communications from us, we may send you educational information, newsletters, updates, announcements, and information about Money Attitudes products, programs, and services.

You may unsubscribe from marketing emails at any time by using the unsubscribe link included in those emails.

Unsubscribing from marketing communications does not necessarily prevent us from sending transactional or service-related messages, such as purchase confirmations, receipts, registration information, assessment results, download information, program access information, appointment or workshop information, customer-service communications, or other messages necessary to provide something you requested or purchased.

4. How We Share Information

Money Attitudes does not sell or rent your personal information in exchange for money.

We may provide information to companies or individuals that perform services on our behalf when reasonably necessary to operate our business or provide our products and services.

These providers may include:

  • Website hosting providers
  • Website software and technology providers
  • Application, assessment, database, and cloud-service providers
  • Email marketing and customer relationship management providers
  • Form and registration providers
  • Payment processors and checkout providers
  • Website statistics, analytics, and performance providers
  • File storage and document-delivery providers
  • Backup, security, and website-maintenance providers
  • Contractors who assist with business operations
  • Accounting, legal, tax, and other professional advisors

These providers may receive or process information only as reasonably necessary to provide services to Money Attitudes, subject to their own privacy and security practices and any applicable agreements.

We may also disclose information when reasonably necessary to comply with applicable laws, regulations, court orders, subpoenas, or other legal processes; respond to lawful requests from governmental or regulatory authorities; protect the rights, safety, security, or property of Money Attitudes, our customers, or others; investigate or prevent fraud, misuse, unauthorized activity, or security incidents; or enforce agreements and protect legal rights.

If Money Attitudes is involved in a merger, acquisition, restructuring, sale, transfer, or similar business transaction, information may be transferred as part of that transaction as permitted by applicable law.

5. Cookies and Similar Technologies

Our website and the technology services we use may use cookies and similar technologies.

Cookies are small files placed on your device or stored by your browser. They may be used to help the website function properly, remember certain preferences, maintain security, understand website usage, diagnose technical problems, measure website performance, and improve content and user experience.

Depending on the services in use, cookies or similar technologies may collect information about your browser, device, pages visited, referring source, and interactions with website content.

You can generally control or delete cookies through your browser settings. Disabling or blocking certain cookies may affect how portions of the website function.

6. Website Analytics and Statistics

We use or may use website traffic, statistics, and analytics tools to understand how visitors find and use our website and digital services. These may include statistics or analytics functionality provided through our website platform and related technology providers.

Information collected for these purposes may include pages visited, referring websites or traffic sources, approximate geographic information, browser and device information, dates and times of visits, and interactions with website content.

We primarily use this information to understand website performance, troubleshoot problems, improve our content and services, and create a better user experience.

7. Comments and User-Submitted Content

If comments, reviews, testimonials, community features, or other user-submitted content are available on our website or through our services, we may collect the information you provide along with technical information used for security or spam prevention.

Information you choose to post publicly may be visible to other visitors.

Please do not include confidential, highly sensitive, or private financial information in comments or other publicly visible areas.

8. Embedded Content and Third-Party Websites

Our website, emails, assessments, courses, programs, and other materials may contain links to websites or services operated by third parties.

Our website may also include embedded content or functionality provided by third parties, such as videos, images, forms, scheduling tools, payment tools, social-media content, or other interactive features.

Embedded content may behave in much the same way as if you visited the third party’s website directly. A third party may collect information, use cookies or similar technologies, or monitor your interaction with its content according to its own privacy practices.

Money Attitudes is not responsible for the privacy, security, or content practices of websites or services we do not control. We encourage you to review the privacy policies of third-party services before providing personal information to them.

9. Data Retention

We retain personal information for as long as reasonably necessary for the purposes for which it was collected and for legitimate business, legal, security, tax, accounting, and recordkeeping purposes.

Retention periods may vary depending on the type of information and how it is used.

For example, we may retain:

  • Purchase and transaction records as required for accounting, tax, legal, and business-record purposes
  • Customer and program records for as long as reasonably necessary to provide services and maintain appropriate business records
  • Email subscriber information until you unsubscribe or request deletion, subject to information we may need to retain to honor your unsubscribe request
  • Assessment information for a period reasonably necessary to generate, provide, maintain, or retrieve assessment results and related records
  • Communications for as long as reasonably necessary to respond to requests, maintain appropriate records, resolve disputes, or protect legal rights
  • Technical and security information for a reasonable period necessary to operate and protect our systems

When personal information is no longer reasonably necessary, we may delete, anonymize, aggregate, or securely dispose of it.

10. Your Privacy Choices and Rights

Depending on applicable law and where you live, you may have rights regarding your personal information.

You may contact us to request that we:

  • Confirm whether we maintain personal information about you
  • Provide access to certain personal information we hold about you
  • Correct inaccurate personal information
  • Delete certain personal information
  • Provide a copy of certain information when applicable
  • Stop sending marketing communications
  • Address questions or concerns about how your information is used

Privacy rights are not absolute. We may need to retain certain information when required or permitted by law or when reasonably necessary to complete transactions, maintain financial, tax, or business records, prevent fraud or abuse, protect security, resolve disputes, establish or defend legal rights, comply with legal or regulatory obligations, or maintain a record of an unsubscribe request.

We may need to verify your identity before responding to certain privacy requests.

To submit a privacy request, contact us using the information in the Contact Us section below.

11. Data Security

We use reasonable administrative, technical, and organizational measures intended to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.

We also rely on third-party service providers to maintain appropriate safeguards for information processed through their systems.

However, no website, electronic transmission, database, network, or method of storage can be guaranteed to be completely secure. We therefore cannot guarantee the absolute security of information transmitted to or stored by us.

Please use care when deciding what information to send electronically. Do not send Social Security numbers, account passwords, complete financial-account credentials, or similar highly sensitive information through ordinary email, general contact forms, or Money Attitudes assessments.

12. Children’s Privacy

Money Attitudes’ website, assessments, programs, products, coaching, and services are intended for adults and are not directed toward children under the age of 13.

We do not knowingly collect personal information from children under 13.

If we learn that we have collected personal information from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.

If you believe a child has provided personal information to Money Attitudes, please contact us.

13. Visitors Outside the United States

Money Attitudes is based in the United States.

If you access our website or services from outside the United States, information you provide may be transferred to, stored in, or processed in the United States or other locations where our service providers operate.

Privacy and data-protection laws in those locations may differ from those in your country of residence.

Where applicable law provides additional privacy rights, we will respond to valid privacy requests as required by that law.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our business, technology, services, privacy practices, or legal requirements.

When we update this Privacy Policy, we will revise the Effective Date at the top of the page.

If we make a material change to the way previously collected personal information is used, we will provide additional notice or obtain consent when required by applicable law.

We encourage you to review this Privacy Policy periodically.

15. Contact Us

If you have questions about this Privacy Policy, would like to make a privacy request, or have concerns about how your information is handled, please contact:

Money Attitudes
Website: https://moneyattitudes.com
Email: admin@moneyattitudes.com