Last updated: October 2026
Simple Finance First Steps may collect information you provide directly, including your name, email address, telephone number, mailing address, employment information, financial information, and details about the products or services you request.
We may also collect information automatically when you use our website, such as IP address, browser type, device information, pages viewed, referring pages, and approximate usage or interaction data.
We use information to respond to inquiries, evaluate service requests, communicate about products and appointments, provide customer support, improve our website and services, prevent fraud and abuse, maintain security, and comply with applicable legal and regulatory requirements.
We may use aggregated or de-identified information for analytics, reporting, service improvement, and business planning.
We may share information with service providers, lenders, insurance carriers, financial institutions, technology providers, professional advisers, and other partners when reasonably necessary to provide requested services or operate our business.
We may also disclose information when required by law, legal process, court order, regulatory request, or when reasonably necessary to protect rights, safety, property, or the integrity of our services.
Financial information can be sensitive. We apply administrative, technical, and organizational safeguards designed to protect information against unauthorized access, use, alteration, or disclosure. No internet transmission or storage system can be guaranteed to be completely secure.
Our website may use cookies, local storage, pixels, analytics tools, and similar technologies to remember preferences, understand traffic, measure performance, and improve user experience. You can control certain cookies through browser settings, although disabling them may affect site functionality.
If you provide contact information, we may send service-related communications and, where permitted, marketing or informational communications. You may opt out of promotional communications using the unsubscribe mechanism provided in the message.
We retain information for as long as reasonably necessary for the purposes described in this policy, including legal, regulatory, accounting, security, dispute-resolution, and recordkeeping requirements.
Our website may contain links to third-party websites, lenders, insurers, financial institutions, or other services. Their privacy practices are governed by their own policies. We encourage you to review third-party privacy notices before submitting information.
Our services and website are not directed to children under 13, and we do not knowingly request personal information from children under 13.
Depending on applicable law, you may have rights relating to access, correction, deletion, restriction, portability, or objection concerning certain personal information. Requests may be subject to identity verification and legal limitations.
We maintain reasonable safeguards appropriate to the nature of information we handle. You should also use secure devices, protect passwords and account credentials, and promptly report suspected unauthorized activity.
We may update this Privacy Policy from time to time. Changes become effective when posted on this page unless a different effective date is stated. Your continued use of the website after an update indicates that you have reviewed the revised policy.
For privacy questions or requests concerning this policy, please use our Contact page. This policy is intended to describe our general information practices and does not create a contractual promise beyond rights required by applicable law.