Privacy Policy
Last updated: April 1, 2026
Hello Thesa LLC dba FinancialAIvisor ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website at financialaivisor.com or engage with our services.
Information We Collect
We may collect the following types of information:
- Personal Information: Name, email address, phone number, company name, and assets under management range that you voluntarily provide when submitting forms on our website.
- Usage Data: Information about how you interact with our website, including IP address, browser type, pages visited, time spent on pages, and referring URLs.
- Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to collect information about your browsing activity and to improve your experience on our website.
How We Use Your Information
We use the information we collect for the following purposes:
- To respond to your inquiries and schedule strategy sessions
- To provide, maintain, and improve our services
- To send you marketing communications related to our services (with your consent)
- To analyze website usage and improve user experience
- To comply with legal obligations and protect our rights
Information Sharing
We do not sell your personal information. We may share your information in the following circumstances:
- Service Providers: We may share information with third-party vendors who perform services on our behalf, such as CRM platforms, email marketing tools, and analytics providers.
- Legal Requirements: We may disclose information if required by law, regulation, or legal process, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
Data Security
We implement commercially reasonable technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Your Rights
Depending on your location, you may have the following rights regarding your personal information:
- The right to access the personal information we hold about you
- The right to request correction of inaccurate information
- The right to request deletion of your personal information
- The right to opt out of marketing communications at any time
- The right to data portability
To exercise any of these rights, please contact us using the information below.
Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites. We encourage you to review the privacy policies of any third-party sites you visit.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Last updated" date. Your continued use of our website after any changes constitutes acceptance of the revised policy.
Contact Us
If you have any questions about this Privacy Policy or our data practices, please contact us at:
Hello Thesa LLC dba FinancialAIvisor
Email: contact@financialaivisor.com