Privacy

Privacy policy

Your financial life is personal, and I treat it that way. Here’s exactly what I collect, how I use it, and how I protect it, in plain English.

Effective November 10, 2026

The short version

  • Before anything goes into an AI tool, I remove your name, account numbers, and anything else that identifies you.
  • I never ask for your passwords or log into your accounts. You stay in control on your own screen.
  • Sessions are transcribed only with your permission, never recorded, and the transcript is deleted once your materials are built.
  • I never sell your information or share it for marketing.
  • Your files are deleted within 90 days after our last session, or sooner if you ask.

Questions or requests? Email hunterschollre@gmail.com or call or text (702) 575-1320.

What I collect

  • When you book: your name, email, phone number, and your answers to a few booking questions.
  • When we work together: the financial details you choose to share, like income, bills, balances, debts, and goals.
  • When you visit this website: standard site data, like pages visited and browser type, so I can see how the site is used.

I’ll never ask for your Social Security number, your passwords, or full account numbers. Please don’t send them.

How I use it

To schedule and run your sessions, build your materials, check in with you, and keep improving how I work. That’s it.

The tools I use

A few trusted services help me run things. Each handles data under its own privacy policy.

  • Acuity Scheduling: booking, and the contact details you enter when you book.
  • Zoom: our sessions, and session transcripts when you’ve agreed to them.
  • Google (Gmail, Drive, and Sheets): email, and storing and sharing your materials.
  • Claude, an AI assistant made by Anthropic: helping me organize notes and prepare your materials. Before anything goes in, I remove your name, account numbers, and other identifying details. The setting that allows my conversations to be used to train its models is turned off.
  • Squarespace: hosting this website.

Transcripts, not recordings

At the start of each call, I’ll ask whether it’s okay to transcribe our session. A transcript lets me give you my full attention instead of taking notes.

I don’t record audio or video. Once your materials are built, the transcript is deleted. If you’d rather not be transcribed, just say so. Nothing about the session changes.

How long I keep it

While we’re working together, I keep your files so I can update your plan at every check-in. Within 90 days after our last session, I delete them, or sooner if you ask. The materials I send you are yours to keep.

I keep basic business records, like your name and what you paid, for as long as tax rules require.

How I protect it

Your files live in accounts protected by two-step verification. I share your materials only with you, never through a public link, and I never sell or rent your information to anyone.

Your choices

You can ask what I have, ask me to correct it, or ask me to delete it at any time. Email hunterschollre@gmail.com or call or text (702) 575-1320, and I’ll take care of it.

Nevada residents

I don’t sell personal information. If you’d like to submit a request about the sale of your information anyway, email hunterschollre@gmail.com.

Squarespace may use cookies to measure site traffic. I don’t currently use advertising trackers. If that changes, I’ll update this policy first.

Changes to this policy

If anything changes, I’ll update this page and the date at the top. For important changes, I’ll let current clients know directly.