Effective Date: 03/01/2026
1. INFORMATION WE COLLECT
We may collect your name, email address, phone number, and any information you voluntarily submit through our website, intake forms, or during program enrollment related to our business structuring, tax preparation, and financial education and coaching services.
2. HOW WE USE YOUR INFORMATION
We use your information to deliver our services, communicate with you about your account and program enrollment, send relevant program updates and educational content, and respond to your inquiries. We do not sell, rent, or share your personal information with third parties for their own marketing purposes.
3. SMS & MOBILE DATA PROTECTION
No mobile information or text messaging originator opt-in data and consent will be shared with third parties, affiliates, or partners for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared, sold, or rented to any third parties under any circumstances.
4. DATA SECURITY
We take reasonable measures to protect your personal information from unauthorized access or disclosure. No method of data transmission is completely secure and we cannot guarantee absolute security.
5. YOUR RIGHTS
You may request access to, correction of, or deletion of your personal information at any time by contacting us directly.
You may opt out of SMS messages at any time by replying STOP.
You may opt out of email communications at any time by clicking Unsubscribe.
6. CHANGES TO THIS POLICY
We may update this policy at any time. Updates will be posted on our website with a revised effective date.
7. CONTACT
Blueprint Financial Group LLC
Email: info@myblueprintfinancial.com
645-234-2204
Effective Date: 03/01/2026
1. ACCEPTANCE OF TERMS
By using any services offered by Blueprint Financial Group LLC you agree to these terms and conditions in full.
2. SERVICES
Blueprint Financial Group LLC provides business structuring guidance, tax preparation services, and financial education and coaching programs. We are not a law firm, CPA firm, or licensed financial advisory. Nothing we communicate constitutes legal, tax, or financial advice. We recommend consulting a licensed professional for matters specific to your situation.
3. NO GUARANTEED RESULTS
Blueprint Financial Group LLC makes no guarantees regarding specific business, tax, or financial outcomes. Results depend on individual circumstances, effort, and factors outside our control.
4. SMS COMMUNICATIONS
By providing your phone number and checking the consent box, you agree to receive automated promotional and informational SMS messages from Blueprint Financial Group LLC related to your account, program updates, business education, marketing offers, announcements, appointment reminders, and responses to your inquiries. Message frequency varies. Message and data rates may apply. To opt out, reply STOP to any message at any time to unsubscribe. Reply HELP for help, customer support, or additional information, or email info@myblueprintfinancial.com. Your consent to receive SMS messages is voluntary and is never required as a condition of purchasing any services from Blueprint Financial Group LLC.
5. PAYMENTS
All fees are disclosed prior to enrollment. Blueprint Financial Group LLC may use third party payment processors including Afterpay and Klarna. Refund terms are outlined in your individual service agreement.
Payroll
Discounts and Savings
Life Insurance
Retirement Savings
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