Privacy Policy

Last updated: June 2025

WealthSerene.com is operated by WealthSerene ("we", "us", "our"). This policy explains what personal information we collect, how we use it, and your rights. We take privacy seriously — we are not an ad-supported platform and we never sell your data.

What data we collect and why

Category	Examples	Purpose	Legal basis	Retention
Account data	Email address, name, password (hashed)	Authentication and account management	Contract	Duration of account + 30 days after deletion
Tool inputs	Income, savings, debt amounts entered into calculators	Powering calculations and results	Consent / Legitimate interest	Stored in your browser until you clear it (see "Data stored in your browser" below); server-side only when signed in
Lead capture data	Email, source of interest	Sending educational content and follow-up	Consent	Until unsubscribe + 30 days
Usage data	Pages visited, tools used, clicks	Analytics to improve the site (Plausible — no personal identifiers)	Legitimate interest	1 year
AI conversation	Messages sent to the AI tutor	Generating tutor responses	Consent	Not stored (sent to Anthropic API and discarded)

Third-party services

Supabase
Database and authentication. Data stored in US data centers.
Anthropic (Claude API)
AI tutor feature. Messages are processed to generate responses and are not used to train Anthropic models under our API agreement.
Sanity.io
Content management system for articles and FAQs.
Plausible Analytics
Privacy-first, cookie-free analytics. No personal data is collected — aggregate page views, plus counts of anonymous actions such as which plan length was chosen or which step was reached. Never any financial figure you enter.
Calendly
Booking system for consultations. Subject to Calendly's own privacy policy.
Mailchimp / Mandrill
Email delivery for educational content and transactional emails.
Vercel
Web hosting. Standard server logs (IP address, user agent) retained per Vercel's policy.

Your rights

Access
Request a copy of the personal data we hold about you.
Correction
Ask us to correct inaccurate personal data.
Deletion
Ask us to delete your account and associated data.
Portability
Request your data in a machine-readable format.
Opt-out
Unsubscribe from marketing emails at any time via the link in any email.
CCPA rights
California residents: we do not sell personal information. You have the right to know what data we collect and to request deletion.

To exercise any of these rights, email us at the address in the FAQ page. We will respond within 30 days.

Cookies

We use one functional cookie (ws-session) to maintain your login session. It is an HttpOnly, Secure, SameSite=Strict cookie. It is never used for advertising.

Plausible Analytics is used for site analytics and is cookie-free — it does not track individuals, fingerprint browsers, or set any cookies. Alongside page views we count anonymous actions, such as which length of plan was chosen or how far through a form people get. The figures you enter are never included: only short, pre-approved labels can be sent.

Data stored in your browser

You can use WealthSerene’s tools, assessments, and planners without creating an account. When you do, what you enter (for example calculator inputs, portfolio holdings, and plan answers) is saved in your browser’s local storage on your device — it is never sent to our servers. Because it lives on your device, anyone who uses the same browser can see it. On a shared or public computer, we recommend clearing it when you finish.

You can review and delete everything stored on your device at any time on the Your Data on This Device page. Creating a free account moves your data into secure server-side storage tied to your login, and signing out clears financial data from the device automatically.

Questions? Visit the FAQ page to get in touch. This policy may be updated; the date at the top of this page reflects the most recent revision.