Last updated September 2026
When you purchase the Wealth Playbook, we collect your email, name, and (for printed orders) shipping address via our payment processor, Stripe. When you personalize your playbook, we collect the goal and priority information you enter in the questionnaire.
We never ask for or store Social Security numbers, bank account numbers, credit card numbers, tax returns, or brokerage credentials. Payment details are handled entirely by Stripe — we never see or store your card information.
Your personalization answers are used only to produce your copy of the playbook and are shared with our design/fulfillment process for that purpose. Your email is used to send order and fulfillment updates.
We use Stripe for payment processing and Resend for transactional email. These providers process your data under their own privacy policies, solely to help us fulfill your order.
You can request a copy of the personal data we hold about you, or request its deletion, by contacting us via the details provided at checkout. See also our Do Not Sell My Data page.