JTPS Advisory Co. (“we,” “us,” or “our”) respects your privacy and is committed to protecting the information you provide when completing our Financial Snapshot. This Privacy Policy explains how we collect, use, and protect information submitted through our Financial Snapshot questionnaire.
Overview
The Financial Snapshot is designed to provide general insight into financial habits, patterns, and areas where additional clarity may be helpful.
Information We Collect
When you complete the Financial Snapshot, we may collect information such as:
- Your responses to financial behavior and organization questions
- Contact information you voluntarily provide, such as your name, email address, and phone number
- Information you provide when requesting additional resources or scheduling a conversation
How We Use Your Information
Information collected through the Financial Snapshot may be used to:
- Provide your requested results or follow-up communication
- Contact you regarding your Financial Clarity session or related services
- Improve our services, resources, and client experience
- Communicate information about services that may be relevant to your interests
We do not sell your personal information.
Financial Information Disclaimer
The Financial Snapshot is intended for educational and informational purposes only. It is not a substitute for professional financial, investment, legal, tax, or credit advice.
Completion of the Financial Snapshot does not create a client relationship with JTPS Advisory Co.
Information Protection
We take reasonable measures to protect information submitted through our forms and systems. However, no electronic transmission or storage method can be guaranteed to be completely secure.
Third-Party Service Providers
To support your experience and help us provide our services effectively, JTPS Advisory Co. may use trusted technology providers that assist with business operations such as form collection, scheduling, communication, and customer relationship management.
These providers help us securely manage the tools we use to serve our community. Information is only shared with service providers when necessary to support these operations, and we do not sell or share your personal information for marketing purposes.
Your Choices
You may request to update or remove your information by contacting:
Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted with an updated effective date.
By completing the Financial Snapshot, you acknowledge that you have read and understand this Privacy Policy.
Welcome to the JTPS Advisory Co. Financial Snapshot (“Snapshot”). By accessing or completing this assessment, you agree to the following Terms and Conditions.
Overview
These Terms and Conditions govern your use of the Financial Snapshot assessment and any results or communication that follow from it.
Purpose of the Financial Snapshot
The Financial Snapshot is designed to help individuals reflect on financial behaviors, organization, and areas where additional clarity may be beneficial. The Snapshot provides general insights based on your responses and is intended for educational purposes.
No Professional Advice
The Financial Snapshot and any results provided are not intended to provide:
- Tax advice
- Legal advice
- Investment advice
- Credit repair advice
- Financial planning advice
Completing the Snapshot does not establish a professional relationship, advisory relationship, or client engagement with JTPS Advisory Co. Any personalized guidance or services will be discussed separately through an appropriate consultation or engagement process.
Accuracy of Information
You are responsible for providing accurate information when completing the Snapshot. Results are based solely on the responses provided and may not reflect your complete financial situation.
Scheduling and Consultation
If you choose to schedule a Financial Clarity conversation, that discussion is intended to better understand your goals, challenges, and potential next steps. A consultation does not guarantee any specific outcome or recommendation.
Intellectual Property
All content, questions, frameworks, and materials associated with the Financial Snapshot are the property of JTPS Advisory Co. and may not be copied, reproduced, or distributed without permission.
Limitation of Liability
JTPS Advisory Co. provides the Financial Snapshot as an educational resource. We are not responsible for decisions made based on information received through the Snapshot or related communications.
Acceptance of Terms
By completing the Financial Snapshot, you acknowledge that you have read, understood, and agreed to these Terms and Conditions. JTPS Advisory Co. reserves the right to update these terms as needed.