Legal

Privacy Policy

How Ask Money Marv collects, uses, and protects information shared through this website, consultation forms, and related communications.

How We Handle Information

This Privacy Policy explains the types of information we may collect, how we use it, when we may share it, and the choices available to you when interacting with Ask Money Marv. By using this website, submitting a form, booking a consultation, or downloading a resource, you agree to the practices described here.

Consulting team meeting in office
Collection

Information We Collect

We may collect information you choose to provide, including your name, email address, phone number, business details, scheduling information, and any questions or notes you submit through contact forms, consultation requests, intake forms, newsletter signups, or resource downloads.

Contact details

Business inquiry data

Form submissions

Usage

How We Use Information

We use information to respond to inquiries, schedule consultations, deliver requested resources, improve site performance, evaluate service interest, communicate about relevant offerings, and maintain internal business records. We may also use analytics, referral, campaign, and UTM data to understand how visitors find and use the site.

Respond and schedule

Deliver resources

Improve experience

Business meeting with laptop in conference room
Business partners discussing finances with advisor
Sharing

When Information May Be Shared

We do not sell personal information. We may share information with trusted service providers that support website hosting, scheduling, email delivery, analytics, CRM, spam protection, and related operations. Where tax-related services are involved, information may also be routed to or coordinated with Titus Tax Pros when appropriate and with applicable consent.

Service providers

Operational tools

Tax coordination

Details

Cookies, Security, and Your Choices

This website may use cookies, pixels, analytics tools, and similar technologies to understand traffic, improve functionality, measure campaigns, and support marketing performance. These tools may collect browser, device, IP, and on-site behavior data.

We take reasonable steps to protect information submitted through the site, but no internet transmission or storage system can be guaranteed fully secure. You should avoid sending highly sensitive personal, financial, or tax information through general website forms unless specifically directed through a secure process.

Depending on your location, you may have rights to request access, correction, deletion, or limits on certain uses of your personal information. You may also opt out of marketing emails at any time using the unsubscribe link or by contacting us directly. We may update this policy from time to time, and the revised version will apply when posted on this page.

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Cookies and analytics
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Security measures
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Your choices and rights
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Policy updates

Questions About Your Privacy?

If you want to ask about this policy, your submitted information, or the best way to contact Marvin for business questions, reach out through the consultation page.