Effective date: October 16, 2026
This policy explains what The Capital Warehouse collects, how we use it, and your choices.
When you contact us, take the Financial Clarity Check, or book a call, we may collect:
The Clarity Check asks for ranges, plus one optional question where you can enter an approximate retirement balance. It never asks for account numbers or Social Security numbers.
Emails: you can unsubscribe at any time by replying "unsubscribe" or contacting us.
Texts: we text you only if you ticked the box asking for texts. Reply STOP to opt out. Message and data rates may apply.
Calls: we don't call you about your results unless you ticked the box saying that's OK, or you booked a call yourself.
We use trusted service providers for website hosting, data storage, forms, email, scheduling, and advertising measurement.
If you become a client, we share what a planning specialist needs to review an item on your plan, and we share information with your own CPA, advisor, or attorney when you ask us to. Before you become a client, specialists see nothing that identifies you.
We do not sell your answers or contact details, and we do not share them with anyone for their own marketing.
Our website and booking page use cookies and the Meta Pixel to understand traffic and measure our advertising. Meta may receive information about your visits and process it under its own privacy policy. We do not send your Clarity Check answers, name, email address, or phone number through the Meta Pixel.
The Clarity Check can save your progress in your own browser so you can pick up where you left off.
You can manage cookies in your browser settings and ad preferences in your Facebook settings.
You can ask us to access, correct, or delete your information, subject to applicable law and record-keeping requirements. You can stop marketing emails by unsubscribing or contacting us, and stop texts by replying STOP.
We keep information for as long as reasonably necessary to provide our services, keep appropriate business records, and meet legal obligations. If you don't become a client, we keep your contact details so we can stay in touch until you unsubscribe, and we delete your questionnaire answers after 2 years without contact. You can ask us to delete your record sooner at any time.
We use reasonable administrative and technical measures to protect your information. No system is completely secure.
We may update this policy from time to time. The date at the top shows the current version.