Privacy Policy

Last updated: April 2026

My Family Checkup ("we," "us," or "our") operates myfamilycheckup.com. This Privacy Policy describes how we collect, use, and share your personal information.

Information We Collect

When you use our Family Financial Checkup, we may collect:

• Information you provide during the checkup (age range, family status, income range, coverage information)
• Contact information you voluntarily provide (name, email, phone number)
• Technical data (IP address, browser type, device information)
• Conversation transcripts from your checkup session

How We Use Your Information

• To provide the financial checkup assessment
• To connect you with a licensed financial professional, if you request it
• To improve our service and AI interactions
• To comply with legal obligations

How We Share Your Information

If you request to be connected with a financial professional, we share the information you provided during the checkup with a licensed insurance agent. We will only share your contact information after you explicitly consent to being contacted.

We do not sell your personal information to third parties for their marketing purposes.

AI Disclosure

The checkup is conducted by an AI assistant powered by Claude (Anthropic). The AI provides general financial education, not personalized financial advice. Your conversation data is processed by Anthropic's API to generate responses.

Data Retention

We retain your checkup data for 24 months from the date of your session. You may request deletion at any time.

Your California Privacy Rights (CCPA)

If you are a California resident, you have the right to:

• Know what personal information we collect and how it is used
• Request deletion of your personal information
• Opt-out of the sale of your personal information
• Not be discriminated against for exercising your privacy rights

To exercise these rights, email us at privacy@myfamilycheckup.com.

Do Not Sell My Personal Information

We do not sell your personal information. If you wish to opt out of any future data sharing, contact us at privacy@myfamilycheckup.com.

Security

We use industry-standard encryption and security measures to protect your information. Data is transmitted over HTTPS and stored in encrypted databases.

Contact Us

Questions about this policy? Email privacy@myfamilycheckup.com.

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