Legal
Last Updated: July 7, 2026
YWAIT Wealth Management ("YWAIT," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, purchase our products, or interact with our communications.
By using our website or purchasing from us, you agree to the practices described in this policy.
YWAIT Wealth Management is a financial planning and estate organization service operated by Jessica Wade.
YWAIT currently offers the following products through our website and checkout funnel:
The information we collect depends on which product(s) you purchase — physical orders require a shipping address, while digital-only orders require only an email address for delivery.
We collect the following categories of personal information:
| Category | Examples | How Collected |
|---|---|---|
| Identity | First name, last name | Order form, contact form |
| Contact | Email address, phone number | Order form, opt-in forms |
| Shipping | Mailing address, city, state, ZIP — collected only for the Paperback Organizer (a flat shipping fee of $11.99 applies). Not collected for digital-only orders. | Order form at checkout (Paperback Organizer only) |
| Financial | Payment card details (processed by payment processor — not stored by YWAIT) | Checkout form |
| Usage | Pages visited, links clicked, time on site | Cookies, analytics tools |
| Communications | Responses to emails or texts | Email/SMS interactions |
We do not knowingly collect information from children under 13.
We use your personal information to:
By purchasing from us or opting in to our email list, you agree to receive emails from YWAIT Wealth Management. These may include:
You may unsubscribe at any time by clicking the "Unsubscribe" link at the bottom of any marketing email. Unsubscribing from marketing emails will not affect transactional order or delivery emails.
We do not sell your personal information. We may share your information with:
All third-party service providers are required to handle your data securely and only for the purposes we specify.
Our website uses cookies and similar tracking technologies to:
You can disable cookies through your browser settings. Note that some features of the site may not function properly if cookies are disabled.
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, including:
Depending on your state of residence, you may have the following rights regarding your personal information:
California residents may have additional rights under the California Consumer Privacy Act (CCPA). To exercise any of your rights, contact us at [email protected].
We take reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or misuse. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
We do not store payment card information. All payment data is handled directly by our secure payment processor. Digital product files are delivered via secure hosting links.
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites. We encourage you to review the privacy policies of any third-party sites you visit.
We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised "Last Updated" date. Your continued use of our website or services after changes constitutes acceptance of the updated policy.
For any privacy-related questions, requests, or concerns, please contact us:
We will respond to all privacy requests within 30 days.