Privacy Policy.

Last Updated: July 16, 2025

Be Whole Financial ("Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and share information from individuals ("you") who visit our website, use our services, or engage with our marketing communications, including email newsletters, advertisements, and third-party platforms.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, postal address, financial information you voluntarily submit, and other identifiers.

  • Usage Data: IP address, browser type, device identifiers, pages viewed, and interactions via Google Analytics and social media pixels.

  • Marketing Interactions: Email open and click rates (via Constant Contact), and engagement metrics from platforms like Meta (Facebook/Instagram), TikTok, Pinterest, and Google Ads.

2. How We Use Your Information

We use your information to:

  • Provide educational and financial literacy services.

  • Send email communications, updates, and offers via Constant Contact.

  • Improve our website and marketing efforts using Google Analytics.

  • Show targeted ads through Meta Ads, Google Ads, TikTok Ads, and Pinterest Ads.

  • Respond to your inquiries and provide customer support.

3. Email Marketing (Constant Contact)

We use Constant Contact to manage our email subscriber list and send educational and nurturing emails, including content about credit repair, financial tips, and service updates.

Opt-In Policy

You will only receive emails from us if you have:

  • Opted in via our website or landing page.

  • Requested information or subscribed to updates.

  • Interacted with us at an event or consultation and gave consent to receive communications.

Opt-Out Instructions

You may unsubscribe from emails at any time by:

  • Clicking the “Unsubscribe” link in the footer of any email.

  • Contacting us directly at support@bewholefinancial.com to be manually removed.

Please allow up to 72 hours for changes to take effect.

4. Third-Party Advertising and Tracking

We use several third-party platforms for targeted advertising and analytics. These may use cookies, tracking pixels, and similar technologies.

Google Analytics

We use Google Analytics to understand how visitors interact with our site.

  • Opt-Out: You can opt out of Google Analytics tracking by installing the Google Analytics Opt-out Browser Add-on.

Meta Ads (Facebook & Instagram)

We use Meta pixel tracking to serve relevant ads on Facebook and Instagram.

TikTok Ads

We use TikTok’s advertising platform to serve promotional content based on user engagement.

Pinterest Ads

Pinterest conversion tracking helps us tailor ads for Pinterest users.

5. Data Sharing and Disclosure

We do not sell or rent your personal data.

We may share limited information with:

  • Trusted service providers (e.g., Constant Contact) under strict data use agreements.

  • Legal authorities when required by law, subpoena, or investigation.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy unless a longer retention period is required by law.

7. Your Rights and Choices

If you reside in certain U.S. states, you may have the right to:

  • Access the personal information we hold about you.

  • Request correction or deletion of your data.

  • Opt out of email and digital advertising communications.

To exercise your rights, please contact us at Kelly@BeWholeEnt.com.

8. Security Measures

We implement appropriate technical and organizational measures to protect your personal information, including SSL encryption, secure login protocols, and limited internal access.

9. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect or solicit personal information from minors.

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. We will notify you of any material changes via email or a prominent notice on our website.

11. Contact Us

For any questions or concerns regarding this policy, contact:

Be Whole Financial
📧 Kelly@BeWholeEnt.com
🌐 www.bewholefinancial.com.