Your information, and how we handle it.

Information you give us directly

• Reaching out to us: If you text, call, or email us to set up a session or ask a question, we see your name, phone number, and/or email address, along with whatever you tell us.
• Client Portal account: If you create a dashboard in our Client Portal, we collect your name and email address to set up your account, assign you a coach, and track your progress through our financial education material.
• Session requests: When you request a session through the portal, we collect your name, email, preferred contact method and value (phone or email), preferred times, the topic you want help with, and any notes you add.
• Messages: If you message your coach through the portal, we store the content of those messages so your coach can respond and so there's a record of your conversation.
• Goals & progress: Goals you set and courses/tools you complete in the portal are saved to your account so you (and your coach) can track progress over time.

The optional financial well-being survey

Separately, we offer an optional self-service diagnostic survey about your financial situation and well-being. Before you answer any questions, we ask you to choose whether your anonymous answers can be used to help us understand our community's needs. That choice is entirely yours, it does not affect the help you receive, and it is asked again, separately, each time. If you say yes, only de-identified, aggregated responses (never tied to your name) may be used for that purpose, including as anonymized input to academic research on economic well-being that FWP contributes to.

Information collected automatically

We do not use cookies, advertising trackers, or third-party analytics on this site. The Client Portal uses your browser's local storage to keep you signed in and to cache your dashboard so it loads quickly; that data lives on your own device and is not a tracking technology.

Client Portal and session-request data is stored in Google Sheets, managed through Google Apps Script (Google Workspace), a third-party service that acts as our data processor. Access is limited to FWP's founders and coaches.

We do not sell your information, and we do not share it with third parties for marketing or advertising. We may share information in a few limited cases:

• With our academic research partners, but only as de-identified, aggregated data, and only if you separately consented to that use in the survey
• With our hosting and infrastructure providers (like Google) solely to operate the services described above
• If required by law, or to protect the safety of you, our staff, or the public

• Access, correct, or delete your data: Email us at fwpurposeorg@gmail.com and we'll take care of it.
• Opt out of research use: If you consented to anonymous research use of your survey answers and change your mind, contact us and we will not include your future or past responses.
• Stop being contacted: Reply "stop" to any text, or just tell us, and we'll stop reaching out.

We take reasonable steps to protect your information, including limiting who has access to it. That said, no method of storage or transmission over the internet is 100% secure, and we can't guarantee absolute security.