Last Updated: August 21, 2026
1. Introduction
WWF Financial Services respects your privacy. This Privacy Policy explains how we collect, use, disclose, store, and protect personal information when you visit our website, request a Complimentary Financial Wellness Review, enroll in a WWF service, use our Knowledge Center or client platform, communicate with us, or otherwise interact with WWF Financial Services.
This Privacy Policy applies to information collected through WWF Financial Services' website and digital services. Certain third-party services used by clients may also be governed by the privacy policies and terms of those providers.
2. Information We Collect
Depending on how you interact with WWF Financial Services, we may collect information that you voluntarily provide through our website, including:
Contact Information
- Name
- Email address
- Telephone number
- Contact preferences
Financial Wellness Information
When you complete a Complimentary Financial Wellness Review, Financial Clarity intake, or other WWF assessment, we may collect information you choose to provide about:
- Financial goals and priorities
- Credit-related goals or concerns
- Debt and cash-flow goals
- Savings goals
- Homeownership or real estate goals
- Retirement-readiness goals
- Insurance or financial protection interests
- Wealth-building goals
- Other information you voluntarily provide in forms or communications
WWF's General Website Does Not Collect
WWF Financial Services does not use its general website or website intake forms to collect Social Security numbers, dates of birth, complete credit card numbers, or credit-report login credentials.
Certain credit-related services may require additional information through separate third-party platforms. When this occurs, the information is provided through the applicable third-party platform and is subject to that provider's privacy practices, terms, and applicable WWF client authorizations.
Credit-Related Information
If you choose to enroll in credit-related services, you may be directed to a separate credit-services or credit-monitoring platform. Information required by those platforms may include information that is not collected through the general WWF website.
WWF may receive authorized access to certain credit information when necessary to provide services you have requested, but the WWF website does not collect this information simply because you visit the website or complete a Complimentary Financial Wellness Review.
Payment Information
Payments for certain WWF services may be processed by a third-party payment processor. Payment-card information submitted directly to the payment processor is handled according to that provider's privacy and security practices. WWF's general website should not collect or store complete payment-card numbers or card security codes.
Technical Information
When you use the WWF website, certain technical information may be collected automatically, including:
- IP address
- Browser and device information
- Pages viewed
- Website interactions
- Cookie or similar technology information, where applicable
3. How We Collect Information
We may collect information:
- Directly from you through forms, assessments, enrollment processes, communications, or client interactions;
- Automatically through our website and related technologies;
- From service providers acting on our behalf;
- From credit-reporting or credit-monitoring services when separately authorized by you; and
- From third parties when necessary to provide a service you have requested or where otherwise permitted by law.
4. How We Use Information
We may use personal information to:
- Provide the Complimentary Financial Wellness Review;
- Determine which WWF experience may be appropriate for your stated needs;
- Process service enrollments;
- Create and personalize the Financial Wellness Blueprint™;
- Develop a Personalized 90-Day Focus;
- Provide credit-related services when separately authorized;
- Provide access to the Knowledge Center and WWF Playbooks™;
- Schedule and conduct accountability or strategy conversations;
- Communicate regarding services, appointments, account activity, educational resources, and client progress;
- Process payments through authorized providers;
- Improve our website, services, resources, and client experience;
- Prevent fraud, misuse, or security incidents;
- Maintain business and compliance records; and
- Meet applicable legal, regulatory, and contractual requirements.
6. Referrals, Affiliates & Third-Party Services
WWF Financial Services may provide information about or refer clients to independent third-party professionals, products, or services.
These may include lenders, real estate professionals, insurance providers, financial institutions, credit monitoring providers, technology providers, or other financial service providers.
Information will not automatically be provided to a referral or affiliate partner merely because WWF identifies or recommends that provider.
Where client information needs to be provided to a third party in connection with a requested service, WWF will handle the information consistent with applicable authorization, law, and this Privacy Policy.
Third-party websites, platforms, and providers maintain their own privacy policies and data practices. WWF Financial Services is not responsible for the privacy practices of independent third parties.
7. Credit Information & Third-Party Credit Monitoring
Certain credit-related services may require the client to establish an account with an independent third-party credit monitoring provider.
The third-party provider maintains its own privacy policy, terms, information-security practices, billing practices, and cancellation procedures.
WWF Financial Services may receive authorized access to credit information when necessary to provide a credit-related service requested by the client.
Cancellation of WWF Financial Services does not automatically cancel a separate third-party credit monitoring subscription.
9. Data Security
WWF Financial Services uses reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, loss, misuse, alteration, or disclosure.
The WWF website is built and hosted using third-party website development, hosting, and database service providers. Information submitted through website forms may be stored and processed by those providers on WWF's behalf, subject to their own security and privacy practices. Where appropriate, WWF also uses third-party platforms designed to provide secure handling of sensitive or financial information.
No electronic transmission or storage system can be guaranteed to be completely secure.
10. Data Retention
WWF Financial Services retains personal information only for as long as reasonably necessary to:
- Provide requested services;
- Maintain appropriate business and client records;
- Meet legal or regulatory obligations;
- Resolve disputes;
- Prevent fraud or misuse; and
- Enforce applicable agreements.
Different categories of information may be retained for different periods based on the purpose for which the information was collected and applicable legal requirements.
11. Your Privacy Choices & Rights
Depending on your location and applicable law, you may have rights regarding your personal information.
These rights may include the ability to request:
- Access to certain personal information;
- Correction of inaccurate personal information;
- Deletion of certain personal information; and
- Information about how personal information is collected, used, or disclosed.
Where applicable, consumers may also have rights concerning the sale or sharing of personal information and the use or disclosure of sensitive personal information.
WWF Financial Services will not discriminate against an individual for exercising privacy rights provided by applicable law.
Requests may be submitted using the contact information provided below.
12. Marketing Communications
If a user elects to receive marketing emails or other promotional communications from WWF Financial Services, the user may unsubscribe using the method provided in the communication.
Service-related communications, account notices, appointment reminders, or other transactional communications may still be sent when necessary to provide an active or requested service.
SMS/text messaging consent, if collected, should be handled separately and in accordance with applicable messaging requirements.
Submitting a general website form does not automatically constitute consent to receive marketing text messages.
13. Third-Party Links
The WWF website and Knowledge Center may contain links to third-party websites, products, platforms, or services.
WWF Financial Services is not responsible for the privacy practices, content, or security of independent third-party websites.
Users should review the privacy policies and terms of third-party providers before providing personal information to them.
14. Children's Privacy
WWF Financial Services' website and services are intended for adults and are not directed to children under 13.
WWF does not knowingly collect personal information online from children under 13 through the general website.
15. Changes to This Privacy Policy
WWF Financial Services may update this Privacy Policy periodically to reflect changes in our services, technology, business practices, or legal requirements.
The current version and effective date will be displayed on this page.
16. Contact Us
For questions about this Privacy Policy, WWF's privacy practices, or a request concerning personal information, contact:
WWF Financial Services
Email: hello@worthwealthfreedom.com
Add the finalized WWF business mailing address when approved for public use.