We may collect the following categories of information:

a. Personal Identifying Information

- First and last name

- Spouse’s first and last name (if applicable)

- Phone number

- Email address

b. Household & Financial Information (Voluntarily Provided)

- Marital status

- Estimated total debt (including mortgages, auto loans, credit cards, student loans, and other liabilities)

- Estimated monthly expenses (such as housing, utilities, food, transportation, entertainment, travel, and subscriptions)

- Estimated monthly cash flow (money remaining after expenses)

All financial information is provided voluntarily and may be approximate.

c. Communication & Interaction Data

- Call recordings (where permitted by law)

- Chat transcripts

- SMS and email communications

- Voicemail messages

d. Technical & Usage Data

- IP address

- Device type and browser

- Pages visited and referral sources

- Date and time of interactions

Information is collected through:

- Website forms and landing pages

- Appointment booking calendars

- AI-powered voice assistants

- AI-powered chat assistants

- Phone, SMS, and email communications

- Integrated third-party tools, including CRM and scheduling platforms

We use your information to:

- Determine eligibility for our services

- Facilitate financial education and strategy discussions

- Schedule and manage appointments

- Communicate with you regarding services

- Improve customer experience and AI interactions

- Comply with legal and regulatory requirements

By interacting with Crowned in Wealth, you acknowledge that:

- Some communications are handled by automated AI voice and chat systems

- AI systems collect and process information you provide

- AI systems assist with intake and scheduling but do not provide financial advice

- You may request to speak with a live representative at any time

Calls and chats may be recorded or logged for quality assurance, training, compliance, and accuracy purposes where permitted by law. By continuing communication with Crowned in Wealth, you consent to these practices.

We do not sell your personal information.

Information may be shared with:

- Internal team members and authorized contractors

- CRM, calendar, communication, and automation platforms used to operate the business

- Legal or regulatory authorities when required by law

All service providers are required to maintain reasonable confidentiality and security standards.

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no system can be guaranteed to be 100% secure, and we cannot guarantee absolute security.

Personal information is retained only as long as necessary to:

- Provide services

- Meet legal and regulatory obligations

- Resolve disputes

- Enforce agreements

Depending on your jurisdiction, you may have the right to:

- Request access to your personal data

- Request correction or deletion

- Opt out of certain communications

Requests may be submitted using the contact information below.

Our website may contain links to third-party websites. Crowned in Wealth is not responsible for the privacy practices or content of those websites.

We may update this Privacy Policy from time to time. Updates will be posted with the revised effective date.

Crowned in Wealth
Website: https://www.crownednwealth.com
Email: [email protected]