Privacy Policy

Last Updated: May 2026

True Path Financial (“True Path Financial,” “we,” “our,” or “us”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect information submitted through our website, contact forms, scheduling workflows, and related services.

01. Information We Collect

We may collect the following types of personal information when you use our contact form, request information, schedule services, sign up for updates, or engage with our services:

• Contact Information: Name, email address, phone number, and other contact details you choose to provide.
• Inquiry Details: Subject, message content, service interest, appointment requests, and other information submitted through our forms.
• Consent Records: Records of your SMS and communication opt-in preferences, including whether you checked the SMS consent box.
• Scheduling and Service Information: Appointment requests, appointment status, reminders, service-related notes, and communication history related to your inquiry or services.
• Usage Data: Browser type, IP address, pages visited, referring pages, and time spent on our site.

02. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your inquiries and provide information about True Path Financial services.
• To coordinate appointments, consultations, sessions, reminders, and related service communications.
• To send SMS text messages if you have opted in through the SMS consent checkbox on our contact form.
• To send updates or marketing communications only if you have separately opted in to receive them.
• To improve our website, forms, scheduling workflows, client experience, and services.
• To maintain records of consent, communication preferences, and service-related interactions.
• To comply with applicable laws, regulations, and platform or carrier requirements.

03. SMS Program & Text Messaging

SMS Consent & Opt-In

By providing your phone number and checking the SMS consent box on our contact form, you agree to receive non-marketing text messages from True Path Financial related to your inquiry, appointment coordination, appointment confirmations and reminders, service updates, and customer support.

• Message Frequency: Message frequency may vary based on your inquiry, appointment activity, and service-related needs.
• Data Rates: Standard message and data rates may apply depending on your mobile carrier and plan.
• Opt-Out: Reply STOP to any text message at any time to cancel. You may receive one final confirmation message.
• Help: Reply HELP for assistance, or contact us at info@truepathfinancial.com or (509) 555-0142.
• No Sharing: Your phone number and SMS consent will not be sold, rented, or shared with third parties for their own marketing purposes.

04. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following limited circumstances:

• Service Providers: Trusted third-party vendors who assist in operating our website, CRM, scheduling tools, payment systems, communications, analytics, or related business operations. These vendors are expected to protect your information and use it only for the services they provide to us.
• Legal Compliance: When required by law, court order, subpoena, government authority, or to protect our legal rights.
• Business Transfers: In the event of a merger, acquisition, restructuring, or sale of business assets, your information may be transferred as part of that transaction.

SMS consent and phone numbers collected for SMS purposes are not shared with third parties for their own marketing purposes.

05. Cookies & Analytics

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyze site traffic, improve website performance, and understand how visitors interact with our content. You can control cookie settings through your browser preferences. Disabling cookies may affect certain features of our website.

06. Data Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

07. Your Rights

Depending on your location, you may have rights regarding your personal information, including:

• The right to access the personal data we hold about you.
• The right to request correction or deletion of your data.
• The right to opt out of marketing communications at any time.
• The right to opt out of SMS messages by replying STOP.

To exercise any of these rights, contact us at info@truepathfinancial.com.

08. Children's Privacy

Our website is not directed to individuals under the age of 13. We do not knowingly collect personal information from children under 13. If you believe we have inadvertently collected such information, please contact us immediately so we can take appropriate steps to remove it.

09. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the “Last Updated” date at the top of this page. We encourage you to review this policy periodically to stay informed about how we protect your information.

10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us: