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Privacy Policy

Last updated: October 7, 2026

Your Money Lady LLC (“we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, and share information when you visit our website or contact us about our daily money management services.

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Information We Collect

When you contact us through our website, email, or telephone, we may collect:

  • Your name, email address, and telephone number.

  • Whether you are seeking assistance for yourself or someone else.

  • Information you choose to share about your situation, questions, or service needs.

  • Other information included in your communications with us.

Our website and hosting provider may also collect technical information, such as your IP address, browser type, device information, pages visited, and the date and time of your visit.

Please do not submit Social Security numbers, bank account numbers, passwords, payment card information, medical records, or other sensitive documents through the website contact form. If additional information is needed to provide services, we will discuss an appropriate method for sharing it.

If you contact us on someone else’s behalf, please share only information you are authorized to provide.

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How We Use Information

We use information to:

  • Respond to inquiries and communicate with you.

  • Understand your needs and discuss potential services.

  • Arrange consultations and follow up on your requests.

  • Operate, maintain, and improve our website.

  • Protect against fraud, misuse, and security threats.

  • Meet applicable legal obligations.

If you become a client, the handling of financial records and other information needed for daily money management services may be addressed separately in your service agreement and related privacy disclosures.

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How We Share Information

We may share information with service providers that help us operate our website and communicate with you, including website hosting, contact form, and email providers.

When you authorize us to coordinate with a family member, caregiver, attorney, accountant, financial advisor, or other professional, we may share information necessary for that purpose.

We may also disclose information when required by law, in response to valid legal process, or when reasonably necessary to protect rights, safety, or security.

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Website Hosting and Cookies

Our website is hosted on Wix. Information submitted through the website may be processed and stored through Wix and its service providers, including in countries outside your place of residence.

Wix and any enabled website tools may use cookies or similar technologies to support website functionality, security, and usage measurement.

You can manage cookies through your browser settings and, where available, the website’s cookie preference controls. Disabling certain cookies may affect website functionality.

For information about Wix’s processing practices, visit:
https://www.wix.com/about/privacy

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Data Retention

We retain personal information for as long as reasonably necessary to respond to inquiries, provide requested services, maintain appropriate business records, and meet legal obligations. Retention periods depend on the information and the purpose for which it was collected.

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Information Security

We use reasonable safeguards designed to protect personal information. However, no website, email system, or method of electronic storage can guarantee complete security.

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Your Privacy Choices

You may contact us to request access to, correction of, or deletion of personal information you have provided. Depending on your location and applicable law, you may have additional privacy rights.

We may need to verify your identity before fulfilling a request. Some information may need to be retained for legal obligations or other permitted purposes.

You may also ask us to stop sending optional communications.

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Third-Party Links

Our website may link to other websites, including Your Tech Lady and professional resources. Their information practices are governed by their own privacy policies. Please review those policies before providing personal information.

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Changes to This Policy

We may update this Privacy Policy as our practices or legal requirements change. The updated version will be posted on this page with a revised “Last updated” date.

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Contact Us

For questions about this Privacy Policy or to make a privacy request, contact:

Your Money Lady LLC
Email: jackie@yourmoneylady.net
Phone: 678.520.8697

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