Your privacy and your data

Where your answers go

Your answers are saved to a private, access-controlled database owned by Wealth Like This™ and hosted on secure cloud infrastructure in the United States. Data is encrypted in transit (HTTPS) and encrypted at rest. This is not a public chatbot, and your conversation is not visible to other people using the assessment.

Yes, it is AI. Here is exactly how it is used.

The assessment conversation and your report are generated by Anthropic's Claude, accessed through their business API. Two things matter about that:

• Your answers are not used to train AI models. Business API data is excluded from model training.
• The AI provider does not keep a copy of your conversation for its own purposes. It processes your message, returns a response, and that is it.

You are not typing into ChatGPT. You are using a private tool built on a business API with a written no-training commitment.

Who can see your answers

The assessment is new, so a member of the Wealth Like This™ team reviews completed assessments for quality. This is how we catch a report that misses the mark or gives guidance that does not match our philosophy.

That review copy is pseudonymized: it shows the conversation and the report with a session ID, not your name or email address. We can look up your contact details only when we need to, for example if we spot an error in your report and need to correct it with you directly.

No one else has access. We do not share your assessment with coaches, partners, advertisers, or anyone else.

What we never do

• We never sell your data. Not to anyone, ever.
• We never share your answers with advertisers or data brokers.
• We never publish your answers, quote them, or use them as marketing examples.
• We never use your assessment to train AI models.
• We never ask for account numbers, Social Security numbers, or login credentials. If a question ever seems to, do not answer it and email us.

What you choose to share

The assessment works fine with ranges and rough numbers. You do not have to give exact figures, and you can skip anything that feels too personal. Your name and email are only collected at the end so we can send you the report, and both are optional in the sense that the report is also shown on screen.

How long we keep it

We keep your assessment and report until you ask us to delete them, so you can come back to your report later and so we can compare against a future assessment if you take one again.

Deleting your assessment

Every report email includes a delete link. One click, one confirmation, and your conversation, your report, and your contact details from the assessment are permanently removed from our database. There is no waiting period and no "are you sure you don't want to stay" runaround.

You can also email hello@wealthlikethis.com and we will delete it for you.

Emails you will get

Your report, and possibly one optional check-in a few days later. Every email has an unsubscribe link. We do not add you to unrelated lists without your say-so.

One more honest note

The assessment is educational. It is not personalized financial, tax, legal, or investment advice, and the report is generated by AI from what you shared. It reflects your answers, not a complete picture of your finances. Use it as a starting point and talk to a qualified professional before any significant money decision.

Questions

Email hello@wealthlikethis.com. A person reads it. See also our Privacy Policy and Terms of Use.