The financial-picture assessment and worksheets
The assessment code calculates results in your browser. It does not save assessment answers in cookies or local storage and does not send those answers to this site, an educator or a newsletter. Worksheet entries also stay in their on-page fields. Your browser may retain entered fields using its own form-restoration features. Clear the fields and close the page when finished.
Printing or saving a PDF creates a copy where you choose. Contact links do not attach answers automatically. If you choose to share a summary through email or messaging, that is a separate action using that service.
Referral cookies
The current referral script uses cookies to identify the educator connected with your visit and populate contact links. It stores an agent code and educator profile fields such as name, profile link, photograph, social/contact details and tagline. The script sets a 90-day expiry and refreshes it when selecting the educator. These are educator details, not your assessment answers. A visit without a recognized referral defaults to Coach Bobet under the current script.
External services
Educator messaging, social links and agent-specific newsletters open external services. Those services handle information you choose to provide under their own terms and privacy practices. Pages with embedded videos can connect to the video provider. Existing hosting or services may handle technical request information separately from the assessment.
Questions and further details
Use the contact directory for questions about a conversation or information you have chosen to share. Website-operator identity, hosting/analytics inventory, recipient and retention details, and the privacy-request process still require confirmation for the complete site privacy notice. This page documents supported functionality; it is not a claim that the full notice has received legal review.
Next steps
Educational information. Examples use explicitly stated assumptions; actual costs, returns, benefits and personal circumstances vary.