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Privacy Policy

How MouseTrap Financial collects, uses, protects, and shares information when you use our assessment, scheduling, payment, and coaching services.

Effective date: July 31, 2026

1. Scope

This Privacy Policy applies to the MouseTrap Financial website, application, financial-house assessment, appointment scheduling, communications, and related coaching services (collectively, the “Services”). By using the Services, you acknowledge the practices described here.

2. Information we collect

  • Identity and contact data: name, email address, mobile phone number, age range, household details, and account information.
  • Assessment and coaching data: financial goals, income and expense information, debt, savings, insurance, household priorities, assessment answers, scores, notes, and action-plan activity.
  • Scheduling data: availability, appointments, calendar events, attendance, cancellations, and rescheduling requests.
  • Payment data: transaction status, price, receipt, and payment identifiers. Payment-card details are collected and processed by our payment provider rather than stored directly by MouseTrap Financial.
  • Communication and consent data: email and SMS choices, the phone number subscribed, consent language and version, date and time, source page, opt-out activity, message history, and technical evidence associated with consent.
  • Technical and usage data: device and browser information, IP address when available, time zone, log data, and activity within the Services.

3. How we use information

We use information to provide and secure the Services, save assessment progress, personalize financial-house results and tips, schedule and conduct reviews, process payments, respond to requests, maintain records, prevent misuse, and comply with legal obligations.

If you separately opt in, we also use your information to send automated assessment reminders, appointment and rescheduling messages, personalized financial tips, coaching follow-ups, and coaching offers. Message frequency varies.

4. Text messaging privacy

We do not share, sell, rent, or otherwise provide your mobile phone number, SMS opt-in data, or messaging consent to third parties or affiliates for their own marketing or promotional purposes. We may provide this information to service providers that help us deliver and support messaging, solely for those operational purposes, or when disclosure is required by law.

Message frequency varies. Message and data rates may apply. Reply HELP for help or STOP to cancel at any time. Opting out of marketing or coaching texts does not prevent service messages you specifically request, such as a payment receipt or appointment change confirmation.

5. How we share information

We may share information only as reasonably necessary with:

  • your assigned coach and authorized MouseTrap Financial personnel;
  • vendors that host the app, process payments, deliver email or SMS, provide video meetings, or synchronize calendars;
  • professional advisers and authorities when required to protect rights, safety, security, or comply with law; and
  • a successor in a merger, financing, reorganization, or sale, subject to appropriate confidentiality protections.

Service providers may use information only to perform services for us under their applicable agreements. We do not sell personal information.

6. Payments and connected services

Payment processing, Google or Microsoft calendar synchronization, video meetings, and messaging may be provided by third parties. Their handling of information is also governed by their own privacy notices. Connected calendar access is used to check availability, create or update appointments, and prevent scheduling conflicts according to the permissions you authorize.

7. Retention and security

We retain information for as long as reasonably needed to provide the Services, document consent and transactions, resolve disputes, and meet legal or business obligations. We use reasonable administrative, technical, and organizational safeguards, but no online system can guarantee absolute security.

8. Your choices and rights

  • Change email and SMS choices from Profile & Preferences in the app.
  • Use the preference link included in communications or reply STOP to a text message.
  • Disconnect a linked calendar through the calendar settings.
  • Ask to access, correct, or delete information, subject to identity verification and lawful retention requirements.

Depending on where you live, additional privacy rights may apply. We will not discriminate against you for making a valid privacy request.

9. Children

The Services are not directed to children under 18, and we do not knowingly collect personal information from children under 18 without appropriate authorization.

10. Changes and contact

We may update this policy as our Services or legal obligations change. We will post the revised effective date and provide additional notice when appropriate.

For privacy questions or requests, email support@themoneymousetrap.com or contact the financial coach who invited you to the Services.