Legal

Privacy Policy

Last updated: June 2026

Your privacy matters. This Privacy Policy explains how Sarah Alarcon Financial Clarity & Protection ("we", "us", or "our") collects, uses, and protects the information you provide when you use the Legacy Clarity Test™ at this website.

By completing the assessment, you agree to the practices described in this policy.

1. What Information We Collect

When you complete the Legacy Clarity Test™, we collect:

• Your first name and email address
• Your mobile number
• Your birthday (used for personalisation and segmentation only)
• Your assessment responses (12 questions)
• Your answers to the personalisation questions (monthly expenses, protection setup)

We do not collect payment information, financial documents, or sensitive financial data through this assessment.

2. How We Use Your Information

We use the information you provide to:

• Generate and deliver your personalised Legacy Clarity Report™
• Send your results to the email address you provide
• Follow up with guidance and resources relevant to your results
• Invite you to book a Legacy Blueprint™ Strategy Session if relevant
• Improve the accuracy and relevance of the assessment over time

We will never sell your personal information to third parties. We do not share your data with advertisers.

3. How We Store Your Information

Your assessment responses are stored locally in your browser (localStorage) so that you can resume the assessment if you leave and return. This data is cleared after 7 days of inactivity.

When you submit the lead capture form, your information may be stored in our CRM system (GoHighLevel) to manage follow-up communications. This system is hosted on secure, encrypted servers.

4. Email Communications

By submitting your email address, you agree to receive your Legacy Clarity Report™ and related follow-up communications from Sarah Alarcon. You may unsubscribe at any time by clicking the unsubscribe link in any email.

We do not send spam. Our communications are relevant to financial clarity, protection planning, and the results of your assessment.

5. Cookies and Analytics

This website may use cookies and analytics tools to understand how visitors interact with the assessment. This information is aggregated and anonymised — it is not linked to your personal information.

6. Your Rights

You have the right to:

• Request access to the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your personal information
• Unsubscribe from email communications at any time

To exercise any of these rights, please contact us at hello@yourclaritycheck.com.

7. Educational Disclaimer

The Legacy Clarity Test™ and all results generated are for educational and informational purposes only. Nothing in this assessment constitutes personalised financial advice. Results are based on general principles and should not be relied upon as a substitute for professional financial guidance.

8. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at: hello@yourclaritycheck.com