Privacy Policy

Effective Date: September 12, 2026
Last Updated: September 12, 2026

Principled Solutions LLC ("Principled Solutions," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit www.principledsolution.com, submit a form, register for an event or program, request information, communicate with us, or otherwise interact with Principled Solutions. By using our website or voluntarily providing information to us, you acknowledge the practices described in this Privacy Policy.

Information We Collect

• First and last name
• Email address
• Mobile or other telephone number
• Information submitted through contact, registration, assessment, or inquiry forms
• Appointment or event registration information
• Communication preferences and consent selections
• Questions, comments, or other information you choose to provide
• Information related to the services, programs, or resources you request

We may also automatically collect limited technical information when you use our website, such as browser type, device type, Internet Protocol address, pages visited, referring website, date and time of access, website interaction and analytics information, and campaign or attribution information such as UTM parameters.

How We Use Your Information

• Respond to inquiries and requests
• Provide requested information, resources, or services
• Manage event, program, and appointment registrations
• Deliver educational materials and resources
• Communicate regarding Financial Reset, Wealth Advantage, Opportunity Overview, and other Principled Solutions programs or services when appropriate
• Send appointment confirmations, reminders, schedule changes, and service-related updates
• Send marketing or educational communications when you have provided the appropriate consent
• Personalize your experience with Principled Solutions
• Maintain and improve our website, programs, services, and communications
• Maintain business records
• Protect against fraud, misuse, or unauthorized activity
• Comply with applicable legal, regulatory, and contractual requirements

Email Communications

If you voluntarily elect to receive email communications from Principled Solutions, we may send educational resources, event information, program updates, company information, and other communications consistent with the permission you provided. You may unsubscribe from marketing emails at any time by using the unsubscribe link contained in the email or by contacting us. Transactional or service-related emails that are necessary to respond to a request, provide requested information, or administer an existing relationship may still be sent when appropriate.

SMS and Mobile Communications

Providing a mobile phone number does not automatically enroll you in text messaging. When SMS consent is offered, you may independently choose whether to receive non-marketing text messages, such as requested information, registration confirmations, appointment confirmations, reminders, schedule changes, and service updates; and/or marketing text messages, such as educational resources, event invitations, program information, opportunities, and related services. SMS consent is voluntary and is not required as a condition of purchasing a product or service or submitting a general inquiry. Message frequency may vary. Message and data rates may apply. You may reply STOP to opt out of text messages or HELP for assistance. Your consent preferences will be honored based on the type of messaging permission you selected.

Mobile Information and SMS Consent

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. This provision applies specifically to mobile telephone information and SMS consent data.

How We Share Information

Principled Solutions does not sell personal information or SMS consent data for third-party marketing purposes. We may disclose information to service providers that assist us in operating our business, website, communications, scheduling, customer service, data hosting, analytics, or related business functions. These providers may access information only as reasonably necessary to perform services on our behalf and are expected to handle information appropriately.

• Comply with applicable law, regulation, subpoena, court order, or legal process
• Protect the rights, property, safety, or security of Principled Solutions, our clients, website users, or others
• Investigate suspected fraud, misuse, or unlawful activity
• Enforce agreements or policies
• Facilitate a legitimate business restructuring, merger, acquisition, or transfer, subject to applicable law

Mobile opt-in information and SMS consent will not be transferred for third-party marketing or promotional purposes as described above.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve functionality, understand website usage, remember preferences, and evaluate marketing or website performance. You may configure your browser to reject or alert you to certain cookies. Some website functions may not operate properly if cookies are disabled. We may also use analytics or advertising technologies that provide aggregated or technical information regarding website activity.

Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information from unauthorized access, alteration, disclosure, loss, or misuse. However, no internet transmission or electronic storage system can be guaranteed to be completely secure. You provide information electronically at your own risk.

Data Retention

We may retain personal information for as long as reasonably necessary to fulfill the purposes for which it was collected, maintain appropriate business and communication records, satisfy legal, regulatory, accounting, or reporting requirements, resolve disputes, enforce agreements, and protect our legitimate business interests. Information may be deleted, anonymized, or retained as required or permitted by applicable law.

Third-Party Websites

Our website may contain links to websites, resources, or services operated by third parties. Principled Solutions does not control the privacy practices, content, security, or policies of third-party websites. When you leave our website, your use of another website is governed by that website's own terms and privacy practices. We encourage you to review the privacy policies of third-party websites before providing personal information.

Children's Privacy

Our website and services are not directed to children under 13 years of age. We do not knowingly collect personal information online from children under 13. If we learn that information has been collected from a child under 13 without appropriate authorization, we will take reasonable steps to delete it.

Your Communication Choices

Email: Use the unsubscribe link contained in applicable marketing emails.
Text Messages: Reply STOP to discontinue text messages. Reply HELP for assistance.
Other Requests: Contact us at [email protected].

Opting out of marketing communications does not necessarily prevent us from responding to a request you initiated or sending communications reasonably necessary to provide requested service or information.

Access, Correction, and Privacy Requests

You may contact us if you would like to request access to, correction of, or deletion of certain personal information we maintain about you. Certain records may need to be retained when required or permitted by law, for legitimate business purposes, or to document transactions or consent. Requests may be sent to [email protected]. We may take reasonable steps to verify your identity before acting on certain requests.

Changes to This Privacy Policy

Principled Solutions may update this Privacy Policy from time to time. When changes are made, we will update the "Last Updated" date at the top of this page. Material changes may also be communicated through other appropriate means when required. We encourage you to periodically review this Privacy Policy.

Contact Us

Principled Solutions LLC
2706 SE Loop 820, Suite 153
Fort Worth, TX 76140

Email: [email protected]
Phone: (888) 293-4043
Website: www.principledsolution.com