Privacy Policy

Doers Wealth Partners LLC, doing business as Doers Wealth Strategy ("DWS," "Company," "we," "us," or "our") respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, process, disclose, retain, and safeguard personal information when you visit our website at https://doerswealthstrategy.com; browse our educational articles and resources; use our credit simulator or other interactive tools; submit a contact form or Credit Strategy Assessment; request information about our services; communicate with us by email, telephone, or SMS; apply for or enroll in our credit consulting or restoration services; or interact with our client onboarding and service platforms.

We encourage you to review this Privacy Policy carefully to understand our information practices and your available privacy rights. By using our website, you acknowledge that you have been provided access to this Privacy Policy. Where applicable law requires consent for particular data processing activities, we will request that consent separately.

The information we collect depends on how you interact with Doers Wealth Strategy.

Personal Identification and Contact Information: We may collect information you voluntarily provide, including first and last name, email address, telephone number, mailing address, business or company name (where applicable), preferred contact method, and information submitted through website forms.

Credit and Financial Information: When you apply for or enroll in applicable DWS services, we may collect or access information necessary to provide authorized credit consulting services. This may include credit reports and credit history, credit account information, payment history, credit utilization information, collections and other derogatory account reporting, credit inquiries, information concerning disputed accounts, credit-related goals and financial preparedness, supporting documentation provided by clients, and other information reasonably necessary to perform contracted services. Certain credit-related information may be sensitive and is handled according to applicable legal requirements and our internal security practices. We request that clients provide sensitive information only through approved onboarding methods.

Client Onboarding Information: When enrolling in DWS services, we may collect signed service agreements, required consumer disclosures and acknowledgments, client identification and verification information, credit monitoring enrollment status, information needed to facilitate authorized credit analysis, client communications and service records, applicable cancellation notices, and service progress and account history.

Payment and Billing Information: We may collect or process information relating to invoices, payment status, transaction dates, amounts paid or outstanding, billing contact information, and refunds and account adjustments. Payments may be processed through third-party payment and accounting providers. Payment providers may collect additional financial information directly under their own privacy and security policies.

Website Usage and Technical Information: When you visit our website, certain information may be collected automatically, including Internet Protocol (IP) address, browser type, device type, operating system, pages visited, time spent on pages, website navigation activity, referral sources, approximate geographic location derived from technical information, and cookie identifiers and related website analytics data.

Communications Information: We may maintain records of communications with DWS, including email correspondence, SMS communications, contact form submissions, appointment requests, customer service inquiries, client support communications, and communication preferences and consent records.

Providing Services: To respond to inquiries, review service applications, complete authorized onboarding, provide credit education, and perform contracted credit consulting services.

Client Communication: To provide information regarding appointments, agreements, onboarding requirements, credit monitoring, billing, service progress, and other relevant account matters.

Customer Support: To respond to questions, resolve concerns, and provide assistance with requested services.

Billing and Business Administration: To issue invoices, maintain accounting records, process payments through authorized providers, and administer client accounts.

Website Operations: To maintain, improve, secure, and troubleshoot our website and online resources.

Educational Communications: To provide educational information, resources, and updates requested by website visitors or clients.

Marketing and Promotions: To send promotional communications where permitted by applicable law and consistent with the individual's consent and communication preferences.

Legal and Regulatory Compliance: To comply with applicable laws, maintain required records, respond to lawful requests, and protect legitimate legal rights. We do not treat submission of a general website inquiry as authorization to obtain a consumer credit report or begin credit restoration services.

Doers Wealth Strategy recognizes that credit reports, financial information, identity documents, and account-related records may contain sensitive personal information. We use such information only for legitimate, authorized purposes associated with our services and applicable business obligations.

Access to sensitive client information is restricted to authorized personnel and service providers who reasonably require access to perform their responsibilities. We do not sell consumer credit reports or sensitive client credit information to advertisers or data brokers. We do not intentionally transmit Social Security numbers, credit monitoring credentials, full payment card information, or credit-report contents to advertising platforms.

Visitors should not submit sensitive financial documents, passwords, or account credentials through general website contact forms or ordinary email. Clients should use the secure onboarding methods designated by DWS or its authorized providers.

DWS uses third-party platforms and service providers to support business operations. These may include customer relationship management, website forms, lead management, appointment scheduling, and automated communications platforms; credit consulting administration, client onboarding, credit-related documentation, and service management platforms; invoicing, payment administration, accounting, and related financial records platforms; credit monitoring providers (clients may choose or be required under applicable service arrangements to maintain a subscription with a compatible provider, which operates under its own terms, pricing, and privacy practices); website hosting and security providers; and analytics and advertising providers.

We may share information with these providers as reasonably necessary to operate our business, perform authorized services, and comply with applicable legal obligations. Service providers may process information under contractual arrangements or their own applicable privacy terms, depending on the nature of the service. We do not authorize service providers to use sensitive client credit information for unrelated advertising purposes.

Doers Wealth Strategy may offer SMS communications to individuals who provide appropriate consent or otherwise request communications where permitted by law. Messages may include responses to service inquiries, appointment confirmations and reminders, onboarding instructions, credit monitoring reminders, billing notifications, client account updates, service-related communications, educational messages, and promotional and marketing messages where separately authorized.

Mobile Information Sharing: No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes. Information may be shared with subcontractors or service providers solely to support legitimate business operations, such as customer service and SMS message delivery. Text messaging originator opt-in data and consent will not be shared with third parties for their own marketing or promotional purposes.

SMS Consent: Where required, individuals must provide appropriate consent before receiving automated SMS communications. Consent to receive marketing text messages is optional and is not required as a condition of purchasing services. Message frequency varies depending on the type of communication and the individual's relationship with DWS. Message and data rates may apply.

SMS Opt-Out: You may opt out of SMS communications by replying STOP. You may receive one final message confirming your opt-out request. For assistance, reply HELP or contact us by email or phone. DWS maintains communication preferences and consent records as appropriate for operational and legal compliance purposes.

We may send emails regarding service inquiries, application updates, appointment reminders, client onboarding, account and billing notifications, credit education, requested resources, and promotional information where permitted by law. You may unsubscribe from promotional emails using the unsubscribe instructions included in those messages. Unsubscribing from promotional communications does not necessarily prevent essential communications regarding an existing service relationship. We do not sell email addresses to third parties for their independent marketing purposes.

Our website uses or may use cookies, analytics technologies, and similar tools to operate the website, understand visitor behavior, improve functionality, and evaluate marketing effectiveness.

Essential Cookies: Essential cookies support core website functionality, security, navigation, and other features necessary for website operation.

Google Analytics: We use Google Analytics to understand how visitors interact with our website. Google Analytics may collect information such as pages visited, time spent on the website, traffic sources, browser and device characteristics, approximate geographic information, and website interactions and events. Google may process information according to its applicable terms and privacy practices.

Meta Pixel and Advertising Tracking: If enabled, we may use Meta Pixel and similar advertising technologies to measure advertising performance, understand conversions, and support relevant advertising activities. These technologies may collect information regarding website visits, interactions, and certain technical identifiers. Where applicable law requires consent or provides opt-out rights, DWS will implement the appropriate controls.

Session Recording and Website Experience Tools: If enabled, DWS may use session recording, heatmaps, or similar website experience technologies to understand how visitors navigate the website and identify usability problems. If these tools are implemented, DWS will take reasonable steps to configure them to avoid unnecessary collection of sensitive information, including passwords, financial information, credit-report contents, and other confidential form data.

Managing Cookies and Tracking Preferences: Visitors may manage certain cookies through their browser settings or website privacy preference controls, where available. Where required by law, DWS will obtain consent before activating nonessential tracking technologies. Where applicable, visitors may exercise rights to opt out of certain targeted advertising or other regulated uses of personal information. Disabling certain technologies may affect website functionality.

DWS may disclose personal information in the following circumstances: with authorized service providers supporting client management, onboarding, credit consulting administration, payment processing, communications, hosting, and related operations; where necessary to perform services authorized by a client and permitted by applicable law; where disclosure is required by applicable law, court order, subpoena, or other lawful legal process; where reasonably necessary to investigate fraud, prevent misuse, protect website security, or enforce lawful rights; and in connection with a legitimate merger, acquisition, restructuring, or transfer of business assets, subject to applicable legal requirements and privacy protections.

We do not sell sensitive client credit information. We do not share SMS opt-in data or consent with third parties for their own marketing purposes. We do not authorize unrelated third-party marketing use of confidential client credit records.

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, alteration, disclosure, or misuse. Depending on the system and information involved, safeguards may include access restrictions, account authentication, secure service platforms, administrative access controls, vendor security measures, and internal procedures for handling sensitive client information.

However, no internet transmission, electronic storage method, or information system can be guaranteed completely secure. We cannot guarantee absolute protection against every security threat. If you believe your information has been compromised, please contact DWS promptly at hello@doerswealthstrategy.com.

DWS retains personal information for as long as reasonably necessary to respond to inquiries, provide authorized services, maintain client records, meet legal and regulatory obligations, maintain financial and accounting records, resolve disputes, enforce applicable agreements, and document communication consent and opt-out requests. Retention periods may vary depending on the category of information and applicable legal requirements. When information is no longer reasonably necessary, we take appropriate steps to delete, anonymize, or securely dispose of it, subject to applicable retention obligations.

Depending on your state of residence and applicable law, you may have certain rights regarding your personal information. These may include the right to access certain personal information we maintain about you; request correction of inaccurate personal information; request deletion of certain personal information, subject to applicable exceptions; opt out of certain marketing communications or qualifying data uses where applicable; request certain personal information in a portable format where required by law; and, where applicable law provides an appeal right, challenge a decision concerning a privacy rights request.

Not every right applies to every individual, business, or category of information. Certain records may be retained where necessary to comply with legal obligations or protect legitimate legal interests.

To submit a privacy-related request, contact us by email at hello@doerswealthstrategy.com or by phone at (512) 270-2409. Please provide sufficient information for us to understand and process your request. We may request reasonable identity verification before disclosing, correcting, or deleting personal information. We will respond within the timeframe required by applicable law. Where an appeal right applies, we will provide information about the applicable appeal process.

DWS processes personal information as reasonably necessary to provide requested services, fulfill contractual obligations, maintain business operations, comply with legal requirements, and pursue legitimate business purposes where permitted. Where consent is required, we will request appropriate consent before the relevant activity. We will comply with applicable federal and state privacy and consumer protection requirements to the extent they apply to our business and information practices.

Our website may contain links to third-party websites, credit monitoring platforms, educational resources, payment services, and other external applications. These websites may maintain separate privacy policies and data practices. DWS is not responsible for the independent privacy practices of third-party websites outside our control. We encourage visitors to review applicable third-party privacy policies before submitting personal information.

Our website and services are intended for adults aged 18 and older. We do not knowingly solicit personal information directly from individuals under 18 through our service application process. If we learn that we have collected information from a minor without an appropriate legal basis, we will take reasonable steps to address the information in accordance with applicable law. Parents or guardians who believe a minor has submitted information may contact us at hello@doerswealthstrategy.com.

If DWS becomes aware of a security incident involving personal information, we will evaluate the incident and take appropriate steps consistent with applicable legal requirements. Where notification is legally required, we will provide notice to affected individuals and relevant authorities within the applicable legal timeframe. We may also take appropriate measures to investigate, contain, and remediate security incidents.

We may update this Privacy Policy to reflect changes in business operations, services and technology, website functionality, third-party providers, data practices, or legal or regulatory requirements. The effective date and last updated date at the beginning of this policy will identify the current published version. Where required by law, we will provide additional notice of material changes.