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Privacy Policy

Last updated: November 13, 2024

This Privacy Policy describes Our policies and procedures on the collection, use and disclosure of Your information when You use the Service and tells You about Your privacy rights and how the law protects You. We collect your first and last name along with your email. We will not share any information. SMS opt-in or phone numbers for the purpose of SMS are not being shared with any third parties or affiliate company for marketing purposes. 

We use Your Personal data to provide and improve the Service. By using the Service, You agree to the collection and use of information in accordance with this Privacy Policy.

Interpretation and Definitions

Interpretation

The words of which the initial letter is capitalized have meanings defined under the following conditions. The following definitions shall have the same meaning regardless of whether they appear in singular or in plural.

Definitions

For the purposes of this Privacy Policy:

Account means a unique account created for You to access our Service or parts of our Service.

Affiliate means an entity that controls, is controlled by or is under common control with a party, where "control" means ownership of 50% or more of the shares, equity interest or other securities entitled to vote for election of directors or other managing authority.

Business, for the purpose of CCPA/CPRA, refers to the Company as the legal entity that collects Consumers' personal information and determines the purposes and means of the processing of Consumers' personal information, or on behalf of which such information is collected and that alone, or jointly with others, determines the purposes and means of the processing of consumers' personal information, that does business in the State of California.

CCPA and/or CPRA refers to the California Consumer Privacy Act (the "CCPA") as amended by the California Privacy Rights Act of 2020 (the "CPRA").

Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to Working Your Assets, PLLC, 6546 Longview Street, Navarre, FL 32566.

Consumer, for the purpose of the CCPA/CPRA, means a natural person who is a California resident. A resident, as defined in the law, includes (1) every individual who is in the USA for other than a temporary or transitory purpose, and (2) every individual who is domiciled in the USA who is outside the USA for a temporary or transitory purpose.

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SMS Terms and Conditions

  1. SMS Consent Communication: The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

  2. Types of SMS Communications: If you have consented to receive text messages from [Working Your Assets], you may receive messages related to the following:

  • Conversational SMS

  • Follow-up messages

Example: Please email me your bank statement for last month so I can update your records.

To opt-out, text STOP. For assistance, text HELP or visit www.workingyourassetspllc.com. Message & data rates may apply.

  1. Message Frequency: Message frequency may vary depending on the type of communication. For example, you may receive up to [one ] SMS messages per week related to your inquiries.

  2. Potential Fees for SMS Messaging: Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

  3. Opt-In Method: You may opt-in to receive SMS messages from [Working Your Assets ] in the following ways:

  • Verbally, during a conversation.

  1. Opt-Out Method: You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

  2. Help: If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (484-941-3233).

Additional Options: If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

  1. Standard Messaging Disclosures:

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