1. Introduction

Smarterlife Consulting (“Smarterlife,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information entrusted to us. As a faith-informed wealth strategy and stewardship firm serving executives, founders, and families, we recognize that trust is foundational to every relationship. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website or engage with our services. By accessing or using our website, you agree to the practices described in this policy.

2. Information We Collect

We may collect the following categories of information:
A. Information You Provide Voluntarily

Name

Email address

Phone number

Company or business information

Financial or strategic information shared during coaching inquiries

Any information submitted through contact forms, scheduling tools, or applications

B. Automatically Collected Information When you visit our website, we may collect:

IP address

Browser type

Device type

Pages visited

Time and date of visit

Referring website

This information is collected through cookies and similar tracking technologies.

3. How We Use Your Information

We use collected information to:

Respond to inquiries and schedule consultations

Deliver coaching engagements and strategic services

Improve website functionality and user experience

Communicate updates, insights, and relevant content

Maintain internal records and governance standards

Comply with legal and regulatory requirements

We do not sell personal information to third parties.

4. Confidentiality & Stewardship

Because our work involves financial structure, governance strategy, and enterprise advisory, confidentiality is central to our operating standards. Information shared during coaching engagements is treated as confidential and used solely for the purpose of delivering structured, disciplined, and principled advisory services. Where appropriate, separate confidentiality agreements may govern specific engagements.

5. Cookies & Tracking Technologies

Our website may use cookies to:

Enhance user experience

Analyze website traffic

Improve performance and functionality

You may disable cookies through your browser settings; however, some website functionality may be limited as a result.

6. Information Sharing

We may share information only in the following circumstances:

With trusted service providers who assist in operating our website or delivering services (e.g., scheduling platforms, secure data systems)

When required by law, regulation, or legal process

To protect the rights, safety, or integrity of Smarterlife Consulting

All service providers are expected to maintain appropriate confidentiality and security standards.

7. Data Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, or misuse. However, no method of electronic transmission or storage is completely secure. While we strive to protect your information, we cannot guarantee absolute security.

8. Data Retention

We retain personal information only as long as necessary to:

Fulfill the purposes outlined in this policy

Maintain appropriate business records

Comply with legal obligations

When information is no longer required, it is securely deleted or anonymized.

9. Your Rights

Depending on your jurisdiction, you may have the right to:

Request access to your personal information

Request correction of inaccurate data

Request deletion of your information

Object to certain processing activities

Withdraw consent where applicable

Privacy policy notice