Privacy
Privacy
New Leaf Financial Planning respects your privacy. This page explains, in plain words, what this website collects and what happens to it.
What we collect
Only what you choose to give us: your name, email address and, if you add it, your phone number, when you take the Money Story, request the checklist or a callback, or book a conversation. If you take the Money Story, we keep your answers so Jay can read them before your conversation. If you chat with or call our virtual assistant, the conversation is recorded and kept so Jay can read it.
Like most websites, the site also records basic visit information, such as pages viewed and the type of device used.
How we use it
- To send what you asked for and arrange the conversation you requested.
- To send reminders about a booked conversation, by email or, if you agreed, by text.
- Now and then, a short note such as a monthly article or yearly check-up. Every email has an unsubscribe link; reply STOP to any text.
Text messaging
If you agree to receive texts, we use your mobile number only to send messages about your request or appointment. No mobile information is shared with third parties or affiliates for marketing or promotional purposes, and text opt-in data and consent are never shared with anyone.
What we never do
We do not sell or rent your information. We share it only with the services that run this website, email, phone, chat and calendar on our behalf, or when the law requires it.
Your choices
To see, correct or delete what we hold about you, email info@newleaffinancialplanning.com.
Last updated: November 9, 2026