Privacy Policy
The Investing Mom LLC d/b/a The Investing Mom Academy
Last Updated: 27/3/2026
The Investing Mom LLC d/b/a The Investing Mom Academy (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, disclose, and protect the information you provide when you visit our website, book a strategy call, submit a form, enroll in a program, purchase a product or service, or opt in to receive communications from us, including SMS/text messages.
By accessing or using our website and services, you agree to this Privacy Policy.
1. Information We Collect
We may collect the following categories of information:
A. Information You Provide Directly
We collect personal information you voluntarily provide to us, including when you:
- book a strategy call or consultation
- fill out a form or application
- opt in to email or SMS communications
- purchase a product or service
- enroll in a program
- contact us by email, phone, or text
This information may include:
- full name
- email address
- mobile phone number
- billing and payment information
- city, state, and country
- business or investment-related information you choose to provide
- any other information you voluntarily submit
B. Information Collected Automatically
When you visit our website, we may automatically collect certain technical and usage information, including:
- IP address
- browser type
- operating system
- device type
- pages viewed
- referring URLs
- time and date of visit
- clicks and interactions on our site
This information may be collected through cookies, pixels, analytics tools, and similar technologies.
C. SMS and Mobile Messaging Data
If you provide your mobile phone number and opt in to receive text messages from us, we may collect:
- your mobile phone number
- the date, time, method, and source of your opt-in
- the specific consent selections you made
- opt-out requests such as STOP
- help requests such as HELP
- message delivery and engagement data
2. How We Use Your Information
We may use your information to:
- provide and operate our website, products, programs, and services
- book, schedule, confirm, or reschedule strategy calls and appointments
- communicate with you about your account, purchases, or inquiries
- send you SMS messages you have consented to receive
- send you emails, newsletters, promotional offers, and updates
- personalize your experience
- process payments and transactions
- improve our website, services, and marketing
- analyze user behavior and campaign performance
- protect against fraud, abuse, or unauthorized access
- comply with legal and regulatory obligations
3. SMS/Text Messaging Privacy
3.1 How We Collect SMS Consent
We collect SMS consent when you voluntarily provide your mobile phone number and expressly opt in through one or more of the following:
- website forms
- strategy call booking forms
- landing pages
- checkout or enrollment pages
- other clearly disclosed opt-in mechanisms
SMS consent is collected separately and explicitly. You are not automatically enrolled in SMS communications without your prior consent.
3.2 Types of SMS Messages
If you opt in, you may receive text messages from us including:
- appointment confirmations
- appointment reminders
- rescheduling notices
- account-related notifications
- onboarding information
- program updates
- educational updates
- promotional offers
- event invitations
- follow-up communications related to your inquiry or enrollment
Message frequency may vary. Message and data rates may apply. Reply STOP to opt out. Reply HELP for help.
3.3 No Sharing of Mobile Data for Marketing
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, payment processing, website hosting, CRM, or messaging platform providers is permitted solely to the extent necessary to provide our services. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
More specifically:
- we do not sell mobile phone numbers
- we do not share SMS opt-in data with affiliates for their own marketing
- we do not transfer your consent to another company for its own use
- we do not disclose your SMS consent records except as necessary to provide the services you requested or as required by law
3.4 Opting Out of SMS
You may opt out of SMS communications at any time by:
- replying STOP to any text message from us, or
- contacting us using the information in the Contact section below
After you opt out, we may send one final confirmation message to confirm your unsubscribe request.
3.5 Help
You may request help by replying HELP to any text message from us or by contacting us directly.
3.6 SMS Consent Record Retention
We may retain records of your SMS opt-in and opt-out activity, including date, time, form source, and consent selections, for compliance, recordkeeping, dispute resolution, and legal purposes.
4. How We Share Information
We may share your information only in the limited ways described below:
A. Service Providers
We may share information with trusted vendors and service providers who help us operate our business, such as:
- website hosting providers
- email service providers
- CRM and automation platforms
- SMS platform providers
- payment processors
- analytics providers
- customer support providers
These providers may access information only as needed to perform services on our behalf and are not permitted to use it for their own independent marketing purposes.
B. Legal Compliance
We may disclose information if required by law, regulation, legal process, subpoena, court order, or government request, or when we believe disclosure is necessary to protect our rights, users, or the public.
C. Business Transfers
If we undergo a merger, acquisition, financing, reorganization, sale of assets, or similar transaction, your information may be transferred as part of that transaction, subject to applicable law.
D. What We Do Not Do
We do not:
- sell your personal information
- sell or share mobile phone numbers for third-party marketing
- share SMS opt-in consent with third parties for their own marketing use
- share your personal data with affiliates for independent promotional use
5. Cookies, Pixels, and Tracking Technologies
We may use cookies, pixels, tags, and similar technologies to:
- remember preferences
- analyze website usage
- measure advertising performance
- support retargeting and remarketing campaigns
- improve site functionality
You can manage cookies through your browser settings. Disabling cookies may affect site functionality.
6. Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect your information from unauthorized access, loss, misuse, or disclosure. However, no system can be guaranteed 100% secure, and we cannot guarantee absolute security.
7. Data Retention
We retain personal information only as long as reasonably necessary for:
- providing our services
- fulfilling transactions
- compliance and recordkeeping
- dispute resolution
- enforcing our agreements
- meeting legal obligations
8. Your Choices and Rights
Depending on where you live, you may have rights to:
- access your personal information
- request correction of inaccurate information
- request deletion of personal information
- opt out of marketing communications
- limit certain uses of your information
To exercise any applicable rights, contact us using the information below.
9. Third-Party Links
Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third-party sites. We encourage you to review their policies before providing information.
10. Children’s Privacy
Our website and services are not intended for children under 13, and we do not knowingly collect personal information from children under 13.
11. California Privacy Notice
If you are a California resident, you may have rights under the California Consumer Privacy Act (CCPA/CPRA), including the right to know, correct, delete, and limit certain uses of personal information, subject to applicable exceptions. To submit a request, contact us using the information below.
12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. When we do, we will revise the “Last Updated” date above. Your continued use of our website or services after changes become effective constitutes your acceptance of the updated policy.
13. Educational Disclaimer
The information provided by The Investing Mom LLC d/b/a The Investing Mom Academy is for educational and informational purposes only. Nothing on this website, in our programs, or in our communications should be construed as tax, legal, accounting, investment, or financial advice. You should consult your own qualified professionals before making financial, tax, legal, or investment decisions.
14. Contact Us
If you have questions about this Privacy Policy or your privacy rights, contact us at:
The Investing Mom LLC d/b/a The Investing Mom Academy
Email: [email protected]
Website: https://theinvestingmom.com