Privacy Policy

Data Controller

WealthHER Financial Group LLC

 

Collected Personal Data

WealthHER Financial Group LLC  collects personal, financial, and contact information  necessary to provide financial counseling, budgeting, credit education, debt management guidance, and related client services. Information collected may include identification details, income, expenses, debts credit-related information, financial goals, and supporting financial documentation.

 

Purpose of collecting data

WealthHER Financial Group collects personal and financial information solely for the purpose of delivering financial counseling, credit education, budgeting assistance, financial wellness planning, client communication, compliance, and business administration. Information collected is limited to what is necessary to provide services and is maintained using reasonable safeguards to protect client confidentiality.

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