Privacy Policy
Effective: October 27, 2026
Wealthkind LLC ("Wealthkind," "we," "us") runs wealthkind.co, our Financial Foundations and Intentional Investing courses, The Practice, our Substack (INFLOW), and our email list. This policy explains what we collect, why, who we share it with, and the choices you have. Questions or requests: info@wealthkind.co.
What we collect
- What you give us: your name, email, and payment details when you buy, join our list, book a call, or fill out a form; the materials you share in coaching or office hours (for example, your Wealthkind Workbook); and anything you send us by email or message.
- What we collect automatically, only if you accept cookies: pages viewed, links clicked, device and browser type, approximate location, and how you arrived at our site.
- What we do not collect: we never see or store your full card number. Payments are handled by Stripe through ThriveCart. We also don't ask for bank logins or account numbers.
Cookies and tracking
When you first visit wealthkind.co, you'll see a banner with equally prominent Accept and Decline buttons. Analytics and advertising tools stay off until you accept. You can change your choice any time through the cookie settings link in the site footer, or by clearing cookies in your browser.
| Type | Tool | What it does | Loads |
|---|---|---|---|
| Essential | Our website host | Keeps the site working and secure | Always |
| Analytics | Google Analytics 4 | Shows us how visitors use the site | Only after you accept |
| Advertising | Meta Pixel | Measures our Instagram and Facebook ads and lets us show ads to people who visited | Only after you accept |
If you accept, Google and Meta receive information about your visit (such as the pages you view and your device and browser details) and may set their own cookies. Their use of that data is governed by their own privacy policies. We also honor browser opt-out signals such as Global Privacy Control.
How we use your information
- To deliver what you bought, including course access, office hours, your private client folder, and The Practice.
- To process payments, send receipts, and handle refunds.
- To send emails you asked for. Marketing emails are opt-in only, and every one has an unsubscribe link.
- To understand which content helps and to improve the site and our programs.
- To measure and run our advertising, only if you accepted advertising cookies.
- To meet legal, tax, and accounting obligations and to prevent fraud.
Who we share it with
We don't sell your personal information for money. We do use these service providers, who process data on our behalf:
| Provider | Why |
|---|---|
| Our website host | Runs wealthkind.co |
| ThriveCart and Stripe | Checkout, payment plans, subscriptions |
| Google reCAPTCHA | Blocks spam at checkout |
| Flodesk | Email list and newsletters |
| Notion | Course content and booking |
| Google Workspace and Drive | Email, documents, your private client folder |
| Zapier | Automations, such as creating your client folder on purchase |
| Substack | Our INFLOW newsletter, under Substack's own policy |
| YouTube (Google) | Hosts videos on our site, loaded only when you click play |
| QuickBooks and our tax accountant | Bookkeeping and tax filing |
| Google Analytics and Meta | Analytics and advertising, only if you accept cookies |
We may also share information if the law requires it, to protect our rights or safety, or if Wealthkind is sold or merges (we would tell you first).
Under some state laws, sharing data with advertising partners through cookies can count as "sharing" or "targeted advertising." If you decline cookies, we don't do this. If you accepted and want to withdraw, use the footer cookie settings or email us.
Your choices and rights
Wherever you live, you can ask us to access, correct, or delete your personal information, or to stop marketing emails. Depending on your state (including California, Colorado, Connecticut, Virginia, and others), you may also have the right to:
- Know what we collected and receive a copy.
- Opt out of targeted advertising and the sharing of your data.
- Appeal if we decline a request.
- Not be treated differently for using these rights.
Email info@wealthkind.co and we'll respond within 45 days. We may need to verify it's you first. To stop emails, use the unsubscribe link in any message.
How long we keep it
We keep customer and payment records as long as needed to serve you and meet tax and legal requirements (generally seven years for financial records). Email list data stays until you unsubscribe or ask us to delete it. Coaching and workbook materials are deleted on request, unless we have to keep something for legal reasons.
Security
We use reputable providers and limit who on our team can see your information. No system is perfectly secure, so we can't guarantee absolute security. Please don't send us full account numbers, Social Security numbers, or passwords.
Children
Our courses and site are for adults. We don't knowingly collect information from anyone under 18. If you think a minor has given us information, email us and we'll delete it.
Visitors outside the U.S.
Wealthkind is based in the United States, and your information will be processed here. By using our site and services you understand your data is transferred to and handled in the U.S.
Not financial advice
Wealthkind provides financial education, not financial, investment, tax, or legal advice. See our Terms for details.
Changes to this policy
If we make a material change, we'll update the date above and, if it affects how we use your data, email people on our list. The current version is always at wealthkind.co/privacy-policy.
Contact
Wealthkind LLC · info@wealthkind.co · 4601 NE 1st Ave, Miami, FL 33137