Privacy Policy
Effective Date: 8-19-24

Who We Are
Our website address is: https://www.nextphasemoney.com

Your Privacy Matters to Us
At Next Phase Enterprises, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, and share your data when you interact with our website, particularly in relation to SMS notifications and communications.

1. Information We Collect
We collect personal information that you voluntarily provide when you fill out forms on our website, such as your name, email address, phone number, and any other details necessary to provide our financial advisory services. We may also collect information about your interactions with our website through cookies and similar technologies.

Embedded Content from Other Websites
Articles on this site may include embedded content (e.g., videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.
These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

2. How We Use Your Information
The information you provide is used to:
Communicate with you regarding our financial services.
Send you updates, newsletters, and marketing materials, if you have opted in to receive such communications.
Improve our services and website functionality.

3. SMS Notifications
If you choose to opt in, we may send you SMS notifications related to our services. To opt in, you will need to check the box on our contact form indicating your consent to receive SMS messages from us. The message associated with this checkbox is: “By clicking this box, you agree to receive SMS.”

Examples of SMS Messages You May Receive:
“Mr. Johnson, thank you for our time today. I look forward to meeting with you again on 8/25/2024. Please feel free to reach out to me at 626-389-9990 should you have any questions. To opt out at any time, reply STOP.”
“Mrs. Smith, please see my website at www.nextphasemoney.com for the link to my calendar. To opt out at any time, reply STOP.”
“Julie, I understand that we will not be able to meet today. Please use the link below to reschedule. https://calendly.com/planwithpurvis. To opt out at any time, reply STOP.”
“Mr. Murray, the funds from your Fidelity account have been sent to your bank. Please let me know if you have any further questions. To opt out at any time, reply STOP.”
“Hello Mrs. Smith, opt-in by texting ‘START.’ You’ll receive: ‘Thank you for opting into SMS messages from Next Phase Money. To opt out at any time, reply STOP.’ To opt out, text ‘STOP’ and receive: ‘Thank you for opting out of SMS messages from Next Phase Money. To opt back in, reply START.’ For help, text ‘HELP’ and receive: ‘Thank you for contacting Next Phase Money. We will be in touch with you soon to assist.'”

4. Data Sharing and Third Parties
We do not share your phone number and sms consent and any personal information with third parties for marketing purposes. Your information is used solely to provide you with our services and to communicate directly with you.

5. Opt-In Consent
Your consent to receive SMS notifications is voluntary and is not a requirement for using our services or submitting forms on our website. You can choose whether or not to opt in by checking the appropriate box on our contact form.

6. Your Rights and Choices
You have the right to opt out of receiving SMS messages at any time by replying “STOP” to any message you receive from us. Additionally, you can request access to the personal information we hold about you, ask us to correct or delete it, or withdraw your consent for us to use your information.

7. Security of Your Information
We implement industry-standard security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of transmission over the internet or electronic storage is 100% secure, so we cannot guarantee absolute security.

8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

9. Contact Us
If you have any questions or concerns about this Privacy Policy or how we handle your personal information, please contact us at jason@nextphasemoney.com or by phone at 626-389-9990.

10. Links to Other Websites
Our website may contain links to other websites that are not operated by us. We are not responsible for the privacy practices of these websites and encourage you to review their privacy policies.