FIRST MOVE STRATEGIES, LLC
PRIVACY POLICY
Effective Date: October 6, 2026
Last Updated: October 6, 2026
INTRODUCTION
First Move Strategies, LLC (“First Move Strategies,” “First Move,” “Company,” “we,” “us,” or “our”) respects the privacy of its customers and website visitors.
We recognize that financial information is personal and sensitive. Protecting that information and being transparent about how it is handled are important responsibilities of our business.
This Privacy Policy explains how First Move Strategies collects, uses, stores, discloses, and protects personal information obtained through our website, products, services, customer communications, and related business activities.
Our primary consumer product, the Personalized 5 Year Financial Plan, involves collecting financial information to prepare customized financial projections, analyses, and reports.
We aim to collect only the information reasonably necessary to provide our services and operate our business.
This Privacy Policy applies to individuals who visit our website, contact our business, purchase our products, complete financial intake questionnaires, receive financial analyses, or otherwise interact with First Move Strategies.
By providing information to First Move Strategies, you acknowledge that you have been given access to this Privacy Policy.
Where applicable law requires consent for a particular use of information, we will obtain that consent separately.
Our goal is to handle personal financial information responsibly and use it only for legitimate and disclosed business purposes.
1. COMPANY INFORMATION
First Move Strategies, LLC is a financial analysis and consulting business based in California, United States.
Legal Business Name:
First Move Strategies, LLC
Website:
Business Location:
California, United States
Contact Email:
For questions concerning personal information, privacy practices, or requests involving your information, please contact us using the email address above.
2. INFORMATION WE COLLECT
First Move Strategies may collect personal information directly from customers, automatically through website interactions, and from authorized third party service providers.
The information collected depends on how an individual interacts with our business.
2.1 Personal Identification and Contact Information
When you purchase a product, submit an inquiry, or engage our services, we may collect information such as:
• Full name
• Email address
• Telephone number, if provided
• State or general location of residence
• Billing information
• Information concerning your household or financial circumstances
• Other contact information voluntarily supplied
We use this information to identify clients, communicate regarding services, process orders, and deliver purchased products.
2.2 Personal Financial Information
Clients purchasing the Personalized 5 Year Financial Plan will be asked to provide financial information necessary to prepare their customized analysis.
Depending on the scope of the engagement, this information may include:
Income and Employment
Current income, employment status, compensation structure, anticipated income changes, and other relevant income information.
Expenses and Spending
Housing costs, transportation expenses, insurance, recurring obligations, discretionary spending, and other household expenses.
Savings and Cash
Cash balances, savings account balances, emergency savings, and planned savings contributions.
Investments and Retirement
Investment account balances, retirement savings, expected contributions, assumed investment returns, and other information relevant to financial projections.
Debt and Liabilities
Outstanding debt balances, loan payments, interest rates, and other financial obligations.
Housing and Homeownership Goals
Current housing circumstances, potential home purchases, expected down payments, housing budgets, and related financial assumptions.
Personal Financial Goals
Financial objectives, anticipated major expenses, expected life events, and other planning priorities.
Household Information
Information concerning spouses, partners, dependents, or shared household finances when relevant to the requested analysis.
First Move Strategies uses this information primarily to construct financial models, evaluate financial scenarios, develop personalized reports, and explain analytical findings.
We do not require customers to disclose their online banking passwords, brokerage account passwords, or other account login credentials.
Customers should not provide Social Security numbers, complete payment card numbers, banking passwords, brokerage passwords, or other highly sensitive authentication credentials unless specifically requested through an appropriately secured and authorized process.
The standard Personalized 5 Year Financial Plan does not require such information.
2.3 Payment and Transaction Information
Payments are processed through Stripe or another authorized payment processor.
When you purchase a product, the payment processor may collect information including your name, email address, payment information, billing details, transaction amount, and information necessary to authorize and process payment.
First Move Strategies may receive transaction related information including:
• Customer name
• Customer email address
• Product purchased
• Transaction date
• Payment amount
• Payment status
• Payment method type
• Limited payment method identifiers
• Refund information
• Dispute information
First Move Strategies does not need to collect or store complete payment card numbers through its financial intake process.
Payment processors handle payment information according to their own applicable privacy policies, security practices, and contractual requirements.
2.4 Information Collected Through Financial Intake
When customers complete a financial intake questionnaire, First Move Strategies may collect responses, financial assumptions, written explanations, and supporting information voluntarily provided.
Information collected through the intake process is used to prepare the purchased financial analysis and provide related services.
Customers should submit information only through intake channels designated by First Move Strategies.
We may contact customers to clarify information, correct inconsistencies, or request additional details necessary to complete an analysis.
2.5 Communications and Customer Support
When you communicate with First Move Strategies, we may retain information concerning your inquiries, messages, support requests, appointment scheduling, and service related discussions.
This may include:
• Email correspondence
• Customer questions
• Documents voluntarily provided
• Scheduling information
• Customer feedback
• Information necessary to resolve service issues
We may use this information to communicate with you, provide customer support, maintain appropriate business records, and improve our services.
2.6 Website and Technical Information
When you visit our website, certain technical information may be collected automatically by our website hosting, security, analytics, or other technology providers.
Depending on the technologies enabled, this information may include:
• Internet Protocol address
• Browser type
• Device characteristics
• Operating system
• Pages visited
• Referring website
• General geographic region
• Approximate visit duration
• Website interaction information
This information may be used to maintain website functionality, protect against unauthorized activity, troubleshoot technical issues, understand website performance, and improve the customer experience.
3. HOW WE COLLECT INFORMATION
First Move Strategies may obtain information through several sources.
3.1 Information Provided Directly
We collect information when you:
• Complete a financial intake questionnaire
• Purchase a product
• Submit an inquiry
• Contact our business
• Schedule a meeting
• Provide documents
• Request customer support
• Otherwise voluntarily provide information
3.2 Information From Payment Providers
We receive certain transaction and customer information from payment processors, including Stripe, to confirm purchases, maintain payment records, issue refunds when appropriate, and provide purchased services.
3.3 Information From Website Technologies
Our website and associated technology providers may automatically process technical information necessary for website delivery, security, analytics, and performance.
3.4 Information From Authorized Third Parties
We may receive information from other parties when a customer requests or authorizes that information to be shared with us.
For example, a customer may ask a spouse, household member, accountant, attorney, or other authorized person to provide information relevant to the Personalized 5 Year Financial Plan.
We may also use publicly available financial, economic, housing, tax, and market information as inputs to financial models and educational materials.
4. HOW WE USE PERSONAL INFORMATION
First Move Strategies uses personal information for legitimate purposes connected to its services and business operations.
4.1 Preparing Personalized Financial Plans
We use customer financial information to prepare customized financial models, financial projections, cash flow analyses, savings and investment outlooks, home buying analyses, scenario analyses, and personalized First Moves.
Information may also be used to explain assumptions and findings contained within a customer’s completed report.
4.2 Delivering Purchased Services
We use contact and transaction information to:
• Confirm purchases
• Provide financial intake instructions
• Request additional information
• Prepare client reports
• Deliver completed reports
• Schedule walkthroughs
• Conduct walkthroughs
• Communicate regarding active engagements
4.3 Customer Support
We use customer information to respond to questions, resolve payment or service concerns, address correction requests, process appropriate refund requests, and provide customer support.
4.4 Improving Products and Operations
We may analyze business operations, general customer feedback, website performance, and appropriately aggregated or deidentified information to improve our products, processes, financial models, customer experience, and business operations.
We do not need to publicly identify individual customers or disclose personal financial information in order to evaluate general business performance.
4.5 Payment Processing and Financial Administration
We use purchase information to process transactions, issue refunds, maintain accounting records, address payment disputes, and satisfy applicable tax, financial reporting, and recordkeeping obligations.
4.6 Security and Fraud Prevention
We may process information when reasonably necessary to protect our website, payment systems, customers, intellectual property, and business from unauthorized access, fraudulent activity, misuse, and other security risks.
4.7 Legal Compliance
We may use, preserve, or disclose information when reasonably necessary to comply with applicable law, lawful requests, court orders, regulatory obligations, recordkeeping requirements, or legal proceedings.
4.8 Marketing and Promotional Communications
First Move Strategies may offer newsletters, educational materials, product announcements, business updates, or promotional communications.
Marketing communications will be sent in accordance with applicable laws and any required customer preferences or consent.
Customers may unsubscribe from promotional communications through an available unsubscribe mechanism or by contacting:
Unsubscribing from promotional communications does not prevent First Move Strategies from sending transactional communications necessary to fulfill an existing purchase or provide requested services.
5. HOW FINANCIAL INFORMATION IS USED
Because the Personalized 5 Year Financial Plan involves personal financial information, the following practices are particularly important.
5.1 Financial Modeling and Analysis
Customer financial information may be used to evaluate current financial circumstances and generate financial projections using financial assumptions.
These calculations may include estimates concerning:
• Cash flow
• Savings
• Investments
• Net worth
• Debt repayment
• Home affordability
• Major financial goals
• Long term financial outcomes
5.2 Personalized Reports
Information supplied by customers may be incorporated into individualized PDF reports and supporting financial models.
Completed reports may contain confidential personal and financial information.
Customers should use appropriate care when storing, forwarding, printing, or distributing their reports.
5.3 Internal Access
Access to identifiable financial information is intended to be limited to First Move Strategies personnel and authorized service providers who reasonably require access for legitimate business functions.
5.4 Use of Financial Information for Advertising
First Move Strategies does not intend to use individual clients’ submitted income figures, savings balances, investment balances, debt information, or personalized financial reports for targeted advertising based on the client’s personal financial circumstances.
Financial intake information is not intended to be provided to advertising platforms for the purpose of targeting advertisements based on an identifiable customer’s individual finances.
5.5 Client Testimonials and Examples
First Move Strategies will not publicly disclose an identifiable customer’s financial information, individualized report, or testimonial without appropriate authorization.
Customer examples used for educational or marketing purposes should either be appropriately deidentified or used with the customer’s permission.
6. WHEN WE SHARE PERSONAL INFORMATION
First Move Strategies may disclose information to third parties when reasonably necessary to deliver services, operate the business, protect legal rights, or comply with legal obligations.
We do not provide unrestricted access to customer financial information.
6.1 Payment Processors
Payment processors, including Stripe, process payment information and provide transaction related services.
These providers operate under their own privacy, contractual, and security requirements.
6.2 Website Hosting and Infrastructure Providers
First Move Strategies uses website hosting and related technology services to operate firstmovestrategies.com.
These services may include Framer and internet infrastructure or domain services associated with Cloudflare.
Such providers may process technical information necessary to provide website hosting, domain management, security, performance, and related functionality.
6.3 Communications and Administrative Providers
First Move Strategies may use email, document management, scheduling, communication, and other business software providers.
These services may include Microsoft 365 and other services selected for business operations.
Depending on how a service is configured, these providers may process customer contact information, correspondence, scheduling information, or documents.
6.4 Financial Intake and Document Services
First Move Strategies may use third party systems to collect financial intake responses, receive supporting information, store documents, or manage client information.
Information provided to these systems should be limited to what is reasonably necessary to perform the relevant business function.
6.5 Professional Advisers
Information may be disclosed to attorneys, accountants, compliance professionals, insurance providers, or other professional advisers when reasonably necessary for legitimate business, legal, regulatory, or compliance purposes.
Where appropriate, such disclosures may be subject to professional or contractual confidentiality obligations.
6.6 Legal Obligations
First Move Strategies may disclose information when required by applicable law, lawful court order, subpoena, or legally valid governmental request.
We may also disclose information when reasonably necessary to protect legal rights, investigate suspected fraud, protect customers, or respond to legitimate legal claims.
6.7 Business Transfers
If First Move Strategies undergoes a merger, acquisition, restructuring, financing, sale of assets, or other business transaction, relevant information may be transferred as part of that transaction.
Such transfers remain subject to applicable legal requirements and privacy obligations.
6.8 Service Provider Responsibilities
First Move Strategies seeks to use service providers appropriate for the information they handle.
Where required, our arrangements with service providers may address privacy, confidentiality, security, and data processing responsibilities.
7. SALE AND SHARING OF PERSONAL INFORMATION
First Move Strategies does not operate a business model based on selling identifiable customer financial information.
We do not sell customers’ submitted financial intake information or personalized financial reports to data brokers.
We do not intend to disclose identifiable customer financial information to unrelated third parties for those third parties’ independent marketing purposes.
Certain website advertising or analytics technologies, if used, may involve disclosures that qualify as a “sale” or “sharing” under certain privacy laws even when no direct monetary payment is received in exchange for the information.
Where applicable law provides individuals with the right to opt out of such activity, First Move Strategies will provide legally required mechanisms and honor valid requests.
8. DATA SECURITY
First Move Strategies recognizes the importance of protecting confidential financial information.
We seek to maintain reasonable administrative, technical, and organizational safeguards appropriate to the nature and sensitivity of the information collected.
These measures may include:
• Restricted access to business systems
• Secure account authentication
• Reputable service providers
• Appropriate data transmission protections
• Password protected systems
• Access controls
• Procedures for handling customer information
• Procedures for deleting information when appropriate
We periodically evaluate information handling practices as business operations and technology requirements evolve.
However, no electronic transmission or storage system can be guaranteed to be completely secure.
First Move Strategies cannot guarantee that unauthorized access, technical failures, cyberattacks, or other security incidents will never occur.
Customers should use designated communication channels and avoid transmitting unnecessary passwords, account credentials, Social Security numbers, or other highly sensitive identifiers.
8.1 Security Incidents
If First Move Strategies becomes aware of a security incident affecting personal information, we will evaluate the incident and take appropriate steps to investigate, contain, and address it.
Where notification is required by applicable law, we will provide applicable notifications to affected individuals or relevant authorities.
8.2 Customer Responsibilities
Customers are encouraged to protect their own devices, email accounts, passwords, and copies of financial reports.
Customers should use appropriate security practices when storing or sharing their personalized reports.
9. COOKIES, ANALYTICS, AND TRACKING TECHNOLOGIES
Our website may use cookies, similar technologies, and website analytics tools depending on its configuration.
These technologies may support website functionality, security, performance monitoring, analytics, and customer experience improvements.
9.1 Essential Technologies
Certain technologies may be necessary to operate the website, maintain security, process transactions, remember preferences, or provide requested services.
9.2 Website Analytics
Website analytics may be used to understand visitor activity, website performance, traffic sources, page engagement, and the effectiveness of website content.
The information collected depends on the specific analytics technologies enabled.
9.3 Advertising and Marketing Technologies
If First Move Strategies uses advertising pixels, retargeting tools, conversion tracking, or similar technologies, those services may collect information concerning website activity.
Such technologies may involve third party tracking or information processing.
First Move Strategies will provide additional disclosures and privacy choices when required by applicable law.
9.4 Browser Controls
Visitors may be able to control certain cookies using browser settings.
Disabling certain technologies may affect website functionality.
9.5 Privacy Preference Signals
Certain browsers or privacy tools may transmit privacy preference signals.
Where applicable law requires First Move Strategies to honor recognized opt out preference signals, including Global Privacy Control, First Move Strategies will take reasonable steps to comply with those requirements.
10. ARTIFICIAL INTELLIGENCE AND AUTOMATED PROCESSING
First Move Strategies may use software, spreadsheets, financial models, automation tools, and other technologies to support business operations and financial analysis.
The Personalized 5 Year Financial Plan relies on information provided by the client and assumptions incorporated into First Move Strategies’ financial modeling processes.
If third party artificial intelligence tools are used in connection with customer information, First Move Strategies will seek to evaluate the nature of the information, the purpose of processing, and the provider’s applicable confidentiality and data handling arrangements.
First Move Strategies does not intend to intentionally submit identifiable customer financial information to publicly available artificial intelligence systems for the purpose of training publicly available general purpose AI models without appropriate authorization.
Automated calculations, projections, models, and software outputs are analytical tools and do not guarantee future financial results.
Human review may be used as part of preparing, evaluating, or communicating personalized financial analyses.
11. DATA RETENTION
First Move Strategies retains personal information for periods reasonably necessary to fulfill the purposes described in this Privacy Policy.
Retention periods may vary depending on the type of information and the reason it was collected.
11.1 Financial Intake and Working Files
Detailed financial intake responses and working files may be retained while an engagement is active and for a reasonable period afterward to support:
• Corrections
• Customer support
• Follow up questions
• Dispute resolution
• Legal compliance
• Business recordkeeping
• Documentation of services performed
When identifiable information is no longer reasonably needed, First Move Strategies may delete, deidentify, or otherwise securely dispose of the information in accordance with applicable obligations and business procedures.
11.2 Financial Reports
Copies of completed financial reports may be retained for legitimate business purposes, including documenting work performed, providing customer support, addressing questions, and resolving potential disputes.
11.3 Payment and Accounting Records
Transaction and accounting records may be retained for longer periods where reasonably necessary to satisfy accounting, tax, legal, fraud prevention, or other recordkeeping obligations.
11.4 Communications
Customer correspondence may be retained when reasonably necessary to provide support, document services, maintain business records, and address legitimate business needs.
11.5 Retention Criteria
When determining how long information should be retained, First Move Strategies may consider:
• The duration of the customer relationship
• The sensitivity of the information
• The purpose for which information was collected
• Applicable legal requirements
• Security considerations
• Accounting requirements
• Potential disputes
• Legitimate business needs
Information scheduled for deletion may remain temporarily in secure backup systems until those backups are overwritten or expire under normal retention processes.
First Move Strategies does not intend to retain detailed identifiable customer financial information indefinitely without a legitimate purpose.
12. CUSTOMER PRIVACY RIGHTS
Depending on your location and applicable law, you may have rights concerning your personal information.
12.1 Access
You may request information regarding personal information First Move Strategies maintains about you, subject to applicable law.
12.2 Correction
You may request correction of inaccurate personal information.
12.3 Deletion
You may request deletion of personal information.
First Move Strategies will evaluate deletion requests in accordance with applicable law.
Certain information may need to be retained for accounting, legal compliance, security, fraud prevention, dispute resolution, or other lawful purposes.
12.4 Marketing Preferences
You may unsubscribe from promotional communications using available unsubscribe instructions or by contacting:
12.5 Sale or Sharing Opt Out
Where applicable law provides the right to opt out of the sale or sharing of personal information for certain advertising purposes, individuals may exercise that right using methods provided by First Move Strategies.
12.6 Other Applicable Rights
Depending on your jurisdiction and applicable law, additional privacy rights may apply.
These may include rights to request information concerning certain disclosures, limit certain uses of sensitive information, obtain copies of personal information, or appeal certain privacy related decisions.
12.7 Submitting a Privacy Request
Privacy requests may be submitted to:
Please provide sufficient information for First Move Strategies to understand and evaluate your request.
For privacy and security purposes, we may take reasonable steps to verify your identity before providing, correcting, or deleting personal information.
First Move Strategies will respond within timeframes required by applicable law.
13. CALIFORNIA PRIVACY RIGHTS
First Move Strategies is based in California.
California residents may have privacy rights under applicable California laws, including the California Consumer Privacy Act, as amended by the California Privacy Rights Act, when those laws apply to First Move Strategies and the information at issue.
Depending on applicability, California privacy rights may include:
• The right to know about personal information collected
• The right to request access to personal information
• The right to request deletion
• The right to request correction
• The right to opt out of certain sales or sharing
• The right to limit certain uses of sensitive personal information
• The right not to be discriminated against for exercising applicable privacy rights
Certain exceptions, limitations, and eligibility requirements may apply.
Not every business is automatically subject to every provision of California consumer privacy law.
Regardless of whether a particular statutory provision applies, First Move Strategies intends to address reasonable privacy inquiries responsibly.
California residents may contact:
with questions or requests regarding personal information.
Where applicable law requires additional request methods, specific disclosures, or dedicated opt out mechanisms, First Move Strategies will provide them.
14. CHILDREN’S PRIVACY
First Move Strategies’ services are intended primarily for adults.
Individuals must be at least 18 years old to independently purchase the Personalized 5 Year Financial Plan.
First Move Strategies does not knowingly solicit personal information directly from children under 13 through its standard consumer offering.
If we become aware that personal information has been collected from a child in circumstances inconsistent with applicable law, we will take appropriate steps to address the collection and delete information when required.
Parents or legal guardians may contact:
regarding privacy concerns involving minors.
Information concerning dependents may be included within an adult customer’s financial plan when relevant to household financial planning and appropriately provided by an authorized adult.
15. THIRD PARTY WEBSITES AND SERVICES
Our website may contain links to external websites, payment processors, scheduling systems, document platforms, or other third party services.
These third parties may maintain their own privacy policies, terms, security practices, and information handling procedures.
First Move Strategies is not responsible for the independent privacy practices of third parties outside its control.
Customers are encouraged to review applicable third party privacy policies before providing information.
Where third parties process information on behalf of First Move Strategies, applicable contractual and legal obligations may govern their handling of that information.
16. INTERNATIONAL DATA PROCESSING
First Move Strategies operates in the United States.
Personal information may be processed or stored in the United States or other locations where authorized technology and service providers maintain operations.
Privacy and data protection laws vary between jurisdictions.
Where applicable law requires specific safeguards, notices, contractual protections, or transfer mechanisms for cross border processing, First Move Strategies will seek to address those obligations.
Individuals outside the United States may contact:
before providing personal information if they have questions about applicable data handling practices.
17. CHANGES TO THIS PRIVACY POLICY
First Move Strategies may update this Privacy Policy to reflect changes in:
• Business operations
• Technology
• Services
• Data handling practices
• Service providers
• Legal requirements
• Privacy regulations
When material changes are made, the Effective Date or Last Updated date will be revised.
First Move Strategies may also provide additional notice through the website, email, or another appropriate communication method when legally required or reasonably appropriate.
Changes will not be used to retroactively authorize materially different uses of previously collected personal information where doing so would violate applicable law or prior privacy commitments.
Customers and website visitors are encouraged to review this Privacy Policy periodically.
18. RELATIONSHIP TO OUR TERMS OF SERVICE
This Privacy Policy explains how First Move Strategies handles personal information.
The Terms of Service separately govern purchases, service delivery, payments, refunds, financial disclosures, intellectual property, and other contractual matters.
Customers should review both the Privacy Policy and Terms of Service before purchasing the Personalized 5 Year Financial Plan.
Nothing in the Terms of Service or this Privacy Policy limits privacy rights that cannot lawfully be waived.
19. CONTACT INFORMATION
If you have questions about this Privacy Policy, wish to request access to personal information, seek correction or deletion, exercise applicable privacy rights, or raise a privacy concern, please contact:
First Move Strategies, LLC
Website:
Location:
California, United States
First Move Strategies will make reasonable efforts to review and respond to privacy related inquiries in accordance with applicable law.
First Move Strategies, LLC.
© 2026 First Move Strategies, LLC. All rights reserved.
Projections are estimates based on assumptions and information provided and are not guarantees of future performance or financial outcomes. Actual results may differ. First Move Strategies provides financial education, analysis, projections, and decision support. Planning materials are not a substitute for individualized investment, legal, tax, or other regulated professional advice.