Privacy Policy

Effective Date: 05/26/2015
Last Updated: 05/26/2026

Welcome to Wealth Battle LLC (“Wealth Battle,” “Company,” “we,” “our,” or “us”). This Privacy Policy explains how we collect, use, store, share, and protect information obtained through our websites, services, memberships, educational offerings, meetings, forms, software tools, and communications.

1. Information We Collect

We may collect information voluntarily submitted through forms, meetings, workshops, memberships, surveys, educational programs, and related services.

Personal Information

  • Name and legal name
  • Preferred name
  • Email address
  • Phone number
  • Mailing address
  • Business name
  • Website
  • Date of birth
  • Spouse information
  • Referral source
  • Discord ID

Financial & Budgeting Information

Members may voluntarily provide financial information used for educational discussions, budgeting support, and accountability programs.

  • Income and household revenue
  • Business revenue
  • Cash balances
  • Checking and savings balances
  • Retirement accounts
  • Debt balances
  • Credit card information
  • Expense categories
  • Budget categories
  • Housing expenses
  • Insurance expenses
  • Transportation expenses
  • Utilities
  • Food and lifestyle expenses
  • Financial goals and priorities

Estate Planning Information

  • Estate planning interests
  • Existing estate plan status
  • Product interests
  • Planning goals

Insurance / Bulletproof Banking Information

  • Policy information
  • Coverage notes
  • Policy anniversaries
  • Planning interests
  • Follow-up preferences

College Planning Information

  • Student graduation years
  • Educational goals
  • Parent assets
  • Child assets
  • College funding plans
  • Estimated costs
  • FAFSA-related information
  • Planning concerns

Community & Survey Information

  • Workshop registrations
  • Survey responses
  • Testimonials
  • Reviews
  • Feedback
  • Meeting participation
  • Uploaded documents
  • Photos and files

2. How We Use Information

Information may be used to:

  • Deliver memberships and educational services
  • Provide budgeting support
  • Facilitate workshops and meetings
  • Provide accountability programs
  • Deliver software access
  • Communicate with members
  • Improve services
  • Provide customer support
  • Maintain records
  • Meet legal obligations

3. Third-Party Platforms

We may utilize third-party providers to operate portions of our business and services.

Examples include:

  • YNAB
  • Zoom
  • Discord
  • ClickUp
  • Google services
  • HighLevel / GoHighLevel
  • Canva

Additional providers may be used as operational needs evolve. Third parties maintain their own privacy practices and terms.

4. Communications

We may communicate with users through:

  • Email
  • SMS
  • Phone
  • Zoom
  • Discord
  • Automations
  • Platform notifications

Communications may include scheduling, reminders, service updates, educational content, events, workshops, and membership updates.

5. Community Participation

Some Wealth Battle programs include group meetings, workshops, accountability groups, community discussions, and budget buddy sessions.

Information voluntarily shared during community participation may be visible to other participants.

6. Testimonials & Reviews

Users may voluntarily submit testimonials, stories, reviews, photos, videos, feedback, or experiences.

By submitting content, users grant Wealth Battle permission to use submitted materials for educational, promotional, and marketing purposes unless otherwise agreed.

7. Data Sharing

We do not sell personal information.

Information may be shared with:

  • Service providers
  • Contractors
  • Educational partners
  • Licensed professionals upon referral
  • Legal authorities when required

8. Data Security & Retention

We use commercially reasonable safeguards to protect information.

No electronic transmission, cloud service, or storage platform can be guaranteed completely secure.

Information may be retained for operational, educational, legal, compliance, and recordkeeping purposes.

9. Educational Disclaimer

Wealth Battle is an educational company.

We are not:

  • A law firm
  • CPA firm
  • Investment advisor
  • Credit repair organization
  • Medical provider
  • Tax advisor

Information shared does not establish legal, fiduciary, investment, medical, or tax relationships unless separately established.

10. Contact Information

Wealth Battle LLC
Website: https://www.wealthbattle.com
Address: 7209 Lancaster Pike Suite 4-322, Hockessin, DE 19707