Privacy Policy
Effective Date: September 4, 2026
FinancialMentalHealth.com respects your privacy. This Privacy Policy explains what information we may collect through this website, how we use it, and the choices available to you.
Information We Collect
We may collect information that you voluntarily provide when you use FinancialMentalHealth.com, including:
- Your name, email address, phone number, state, and other contact information.
- Responses you provide through the Financial Mental Health Checkup.
- Financial information you choose to provide through the Financial Plan Review Questionnaire or in connection with financial coaching services.
- Information submitted when requesting or purchasing counseling services.
- Information necessary to process purchases through our payment provider.
We may also collect limited technical information automatically, such as IP address, browser type, device information, and basic website usage information. Cookies or similar technologies may be used for normal website operation, security, and performance.
How We Use Your Information
We may use the information you provide to:
- Deliver the services or information you request.
- Provide Financial Mental Health Checkup results and related educational information.
- Prepare an AI-assisted Financial Plan Review.
- Communicate with you regarding financial coaching or counseling services.
- Schedule or arrange services you purchase.
- Respond to questions or requests.
- Operate, maintain, secure, and improve this website.
Financial Information
Information you provide for a Financial Plan Review or financial coaching may include details about income, expenses, debt, savings, investments, financial goals, or other aspects of your financial situation.
This information is used to provide the service you requested. FinancialMentalHealth.com does not provide investment management, securities trading, legal services, tax preparation, or individualized investment advice unless expressly stated otherwise.
AI-Assisted Services
Some FinancialMentalHealth.com services may use artificial intelligence tools to assist in reviewing information, organizing observations, or preparing educational recommendations. AI-generated material may contain errors or omissions and should not be considered a substitute for professional financial, legal, tax, investment, or mental-health advice.
We seek to use reasonable care when working with information submitted for AI-assisted services, but users should avoid providing information that is unnecessary for the service being requested, such as account passwords, Social Security numbers, or complete financial account numbers.
Counseling Services
Counseling services offered through this website are provided separately by Erin Dale, LCSW, subject to professional licensing requirements and applicable law.
Purchasing or requesting a counseling session through this website does not by itself establish a therapist-client relationship. Before counseling begins, clients may be required to complete additional intake, consent, privacy, and other professional documentation.
Clinical records and information collected as part of an established counseling relationship may be governed by separate professional privacy practices and applicable healthcare privacy laws.
Payment Processing
Payments for services are processed through Stripe or another third-party payment processor. FinancialMentalHealth.com does not directly receive or store your complete credit-card number.
Payment processors may collect and process information according to their own privacy policies and terms.
Sharing of Information
We do not sell your personal information.
We may share information with service providers when reasonably necessary to operate the website, process payments, communicate with customers, or provide requested services. We may also disclose information when required by law or when reasonably necessary to protect legal rights, safety, or security.
Data Security
We use reasonable administrative and technical measures intended to protect information submitted through this website. However, no website, electronic communication, or online storage system can be guaranteed to be completely secure.
Data Retention
We may retain information for as long as reasonably necessary to provide services, maintain business records, comply with legal obligations, resolve disputes, and protect legitimate business interests.
Your Choices
You may contact us to ask questions about personal information you have submitted through FinancialMentalHealth.com or to request correction or deletion where appropriate and legally permitted.
Third-Party Links and Services
FinancialMentalHealth.com may link to third-party websites or services. We are not responsible for the privacy practices, security, or content of third-party websites.
Children’s Privacy
FinancialMentalHealth.com is not intended for children under 13, and we do not knowingly seek to collect personal information from children under 13 through this website.
Changes to This Policy
We may update this Privacy Policy from time to time. The effective date shown at the top of this page will indicate when the policy was last revised.
Contact Us
If you have questions about this Privacy Policy or information submitted through this website, contact:
FinancialMentalHealth.com
Email: jim@financialmentalhealth.com