Last updated: September 11, 2026
Your trust is our most valuable asset. This policy describes, in plain language, how Money Goals Way collects, uses and protects your information.
Money Goals Way (“we”, “our”, “us”) respects your privacy and is committed to protecting the personal information you share with us through this website, moneygoalsway.com. This Privacy Policy explains what we collect, why we collect it, and the choices you have.
By using this website or submitting any of our forms, you agree to the practices described in this policy. If you do not agree, please do not use the site.
Contact form data: your name, email address, phone number, the service you are interested in, and the message you write to us.
Newsletter data: the email address you provide when subscribing to our newsletter.
Technical data: basic, anonymous usage information such as browser type and pages visited, used only to improve the website.
We use contact form information to respond to your inquiry, schedule consultations and provide the services you request.
We use your newsletter email address solely to send you our periodic newsletter and related updates you asked for.
We do not sell, rent or trade your personal information to third parties for their marketing purposes. Ever.
This website uses only essential, functional storage (such as remembering newsletter preferences in your browser) and does not use advertising or cross-site tracking cookies. You can clear this local data at any time from your browser settings.
We may share limited information with trusted service providers who help us operate (for example, email delivery for the newsletter), each bound by confidentiality obligations.
We may disclose information when required by law, court order, or to protect the rights and safety of our clients and our firm.
We apply administrative and technical safeguards appropriate to the sensitivity of the data, including encryption in transit for form submissions and restricted access to client records.
Contact inquiries are kept for as long as needed to serve your request and meet legal obligations. Newsletter addresses are kept until you unsubscribe.
You may request access to, correction of, or deletion of your personal information at any time by emailing contact@moneygoalsway.com or calling +1 618-251-3352.
You can stop receiving our newsletter at any time using the Unsubscribe Newsletter page on this website or the unsubscribe link included in every newsletter email.
Our services are directed to adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, contact us and we will delete it promptly.
We may update this Privacy Policy from time to time. The “last updated” date at the top of this page will always reflect the current version. Continued use of the site after changes means you accept the updated policy.
Questions about this policy can be sent to Money Goals Way, 110 Illinois Ave, South Roxana, IL 62087, USA, by phone at +1 618-251-3352, or by email at contact@moneygoalsway.com.