Privacy Policy

Privacy Policy & Terms of Service

Effective Date: June 29, 2026

Welcome to the privacy and terms page for For The Trades Financial Wellness. We provide financial wellness services and resources designed specifically for individuals and businesses in the trades. This document outlines how we handle your personal data and the terms governing our text messaging (SMS) communications.

1. Privacy Policy & Data Collection

We only collect personal information, such as your name, phone number, and email address, when you or your employer explicitly provide it to us to access our financial wellness platform, tools, or consulting services.

Strict Mobile Privacy Disclosure (Carrier Compliance)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties under any circumstances.

2. SMS Terms & Conditions

By providing your phone number and explicitly opting in to receive text messages from For The Trades Financial Wellness you agree to the following terms:

  • Purpose of Messages: We use SMS strictly for direct, two-way communication, answering your inquiries, providing financial wellness resources, sharing tools (like budgeting templates), and sending consultation follow-ups. We do not send mass marketing blasts.

  • Message & Data Rates: Standard message and data rates may apply from your mobile carrier depending on your text plan.

  • Message Frequency: Message frequency varies based on your ongoing interactions and requests for financial resources.

  • How to Opt-Out (Stop): You can completely opt-out of our text communications at any time. Simply reply STOP to any text message you receive from us. After replying STOP, you will receive one final confirmation message, and we will no longer text your number.

  • How to Get Help: If you need assistance or have questions about our text services, reply HELP to any message, or contact us directly at info@forthetradesfinancialwellness.com.

3. Contact Us

If you have any questions regarding this Privacy Policy or our SMS Terms, please reach out to us HERE