Privacy Policy
Effective Date: June 9, 2026
Self-Reliant Financial Independence (“Self-Reliant FI,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, store, and share information when you visit our website, contact us, schedule a consultation, or use our financial coaching and educational services.
By using this website, you agree to the terms of this Privacy Policy.
Who We Are
Our website is selfreliantfi.com.
Self-Reliant Financial Independence provides financial education and coaching services. We are not a financial adviser, investment adviser, broker-dealer, CPA firm, law firm, insurance agency, mortgage broker, or tax preparation service.
Information We Collect
We may collect the following types of information:
Information You Provide Directly
You may voluntarily provide personal information when you:
- Fill out a contact form
- Schedule a consultation
- Subscribe to updates or email communications
- Send us an email
- Complete an intake form, worksheet, questionnaire, or coaching-related document
- Purchase or request services
- Leave a comment on the website, if comments are enabled
This information may include:
- Name
- Email address
- Phone number
- General financial goals or concerns
- Household or budgeting information you choose to share
- Information related to debt, savings, retirement goals, spending habits, or other financial topics
- Any other information you voluntarily provide
Please do not submit sensitive information through the website or email, such as Social Security numbers, full account numbers, passwords, login credentials, driver’s license numbers, or other highly sensitive personal information.
Information Collected Automatically
When you visit our website, certain information may be collected automatically, including:
- IP address
- Browser type
- Device information
- Pages visited
- Date and time of visit
- Referring website
- General usage information
This information may be collected through cookies, analytics tools, security tools, hosting providers, or WordPress-related services.
How We Use Your Information
We may use the information we collect to:
- Respond to your questions or inquiries
- Schedule consultations or coaching sessions
- Provide financial coaching and educational services
- Send requested information, resources, or updates
- Improve our website, services, and user experience
- Maintain website security and prevent spam or abuse
- Process payments, if applicable
- Keep records for administrative, legal, tax, or business purposes
- Comply with applicable laws and regulations
We do not use your information to provide investment, tax, legal, insurance, mortgage, or estate-planning advice.
Financial Information Shared During Coaching
As part of financial coaching, you may choose to share personal financial information with us. This information is used only to help provide coaching, education, organization, and accountability related to your stated goals.
We do not access, manage, or control your financial accounts. We do not request account passwords or login credentials. You are responsible for your own financial decisions and for consulting appropriately licensed professionals when needed.
Comments
If comments are enabled and visitors leave comments on the website, we collect the information shown in the comments form, along with the visitor’s IP address and browser user agent string to help detect spam.
An anonymized string created from your email address, also called a hash, may be provided to the Gravatar service to see whether you are using it. After approval of your comment, your profile picture may be visible to the public in connection with your comment.
Contact Forms
When you submit a contact form, we collect the information you provide so we can respond to your message. Contact form submissions may be stored in our website system, email system, customer relationship management tools, scheduling tools, or other business systems used to manage inquiries.
Submitting a contact form does not create a client relationship unless and until we mutually agree to work together and any required agreements are completed.
Cookies
Our website may use cookies and similar technologies to improve your browsing experience, remember preferences, analyze website traffic, protect against spam, and support website functionality.
If you leave a comment on our website, you may choose to save your name, email address, and website in cookies for your convenience. These cookies may last for up to one year.
If you log in to the website, cookies may be used to save login information and screen display choices. Login cookies typically last for two days, while screen options cookies may last for up to one year. If “Remember Me” is selected, login may persist for up to two weeks.
You can adjust your browser settings to refuse cookies or alert you when cookies are being used. Some parts of the website may not function properly if cookies are disabled.
Analytics
We may use analytics tools to understand how visitors use our website. Analytics tools may collect information such as pages visited, time spent on the site, device type, browser type, general location, and referring websites.
This information helps us improve website content, usability, and performance. Analytics data is generally used in aggregated form and is not intended to personally identify individual visitors.
Embedded Content and Third-Party Links
Pages on this website may include embedded content or links to other websites, such as videos, images, articles, scheduling tools, payment processors, email platforms, social media platforms, or other third-party services.
Embedded content from other websites behaves as if you visited that website directly. These third-party websites may collect data about you, use cookies, embed additional tracking, and monitor your interaction with their content.
We are not responsible for the privacy practices, content, or policies of third-party websites or services. We encourage you to review the privacy policies of any third-party websites you visit.
Media
If you upload images to the website, you should avoid uploading images with embedded location data, such as EXIF GPS data. Visitors to the website may be able to download and extract location data from uploaded images.
Payments
If we accept payments online, payment information may be processed by a third-party payment processor. We do not store full credit card numbers or payment account details on our website unless specifically stated.
Payment processors may collect and process your payment information according to their own privacy policies and terms.
Who We Share Your Information With
We do not sell your personal information.
We may share limited personal information with trusted third-party service providers who help us operate our website and business, such as:
- Website hosting providers
- Email service providers
- Scheduling tools
- Payment processors
- Analytics providers
- Spam detection or security services
- Customer management or administrative tools
- Professional advisers, such as accountants, attorneys, or compliance consultants, if needed
We may also disclose information when required to do so by law, court order, legal process, or to protect our rights, safety, users, or business.
How Long We Retain Your Information
We retain personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, including business, administrative, tax, legal, and security purposes.
If comments are enabled and you leave a comment, the comment and its metadata may be retained indefinitely so follow-up comments can be recognized and approved automatically.
If you contact us or become a coaching client, we may retain related records for a reasonable period of time for business, legal, tax, or administrative purposes.
How We Protect Your Information
We use reasonable administrative, technical, and physical safeguards to help protect personal information. These may include password protection, secure website hosting, limited access to records, website security tools, and other reasonable safeguards.
However, no method of transmission over the internet or method of electronic storage is completely secure. We cannot guarantee absolute security of information submitted through the website, email, or other electronic methods.
Please do not send highly sensitive information through regular email or website forms.
Your Rights and Choices
Depending on where you live and the laws that apply, you may have the right to:
- Request access to personal information we have about you
- Request correction of inaccurate information
- Request deletion of certain personal information
- Opt out of non-essential communications
- Ask questions about how your information is collected, used, or shared
To make a request, contact us at:
Email: selfreliantfi@gmail.com
We may need to verify your identity before completing certain requests.
Email Communications
If you sign up to receive emails from us, you may unsubscribe at any time by following the unsubscribe instructions in the email or contacting us directly.
We may still send non-marketing communications related to consultations, services, transactions, or administrative matters.
Children’s Privacy
Our website and services are intended for adults and are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.
If we learn that we have collected personal information from a child under 13, we will take reasonable steps to delete it.
California Privacy Notice
If you are a California resident, you may have additional privacy rights under California law.
We do not sell personal information. We also do not knowingly share personal information for cross-context behavioral advertising.
If you would like to request access, correction, or deletion of personal information we may have about you, please contact us at:
Email: selfreliantfi@gmail.com
Depending on the nature of your request, we may need to verify your identity before responding.
Data Breach Procedures
If we become aware of a data breach involving personal information, we will take reasonable steps to investigate, mitigate harm, and provide notice as required by applicable law.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page.
Your continued use of the website after changes are posted means you accept the updated Privacy Policy.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, you may contact us at:
Self-Reliant Financial Independence
Email: selfreliantfi@gmail.com
Website: selfreliantfi.com