Privacy Policy

Jasmine Rose Financial Services, Inc. operates this website and publishes The Shift through its Heritage and Hearth Press imprint. In this Privacy Policy, “Jasmine Rose,” “Heritage & Hearth Press,” “we,” “our” and “us” refer to Jasmine Rose Financial Services, Inc. and its publishing imprint as applicable.

We respect your privacy. This Privacy Policy explains how we collect, use, disclose and protect information when you visit The Shift book-reservation website, reserve a copy of the book, request information or otherwise communicate with us.

This policy applies to this website and its book-reservation functions. It does not replace any separate privacy notice or engagement agreement that may apply if you become a tax, financial-advisory, consulting or other professional-services client.

We may collect information that you provide directly, including:

• First and last name
• Email address
• Telephone number, when provided
• Organization name, when provided
• Number of books in which you are interested
• Preferred book format
• Interest in book clubs, bulk orders, speaking engagements, workshops or organizational programs
• Messages or questions submitted through the website
• Consent records and communication preferences

We may also collect limited technical information automatically, such as:

• Browser and device type
• Referring page
• Pages visited
• Approximate location derived from an IP address
• Date and time of a visit
• UTM source, medium and campaign information
• Information required for security, fraud prevention, form operation and website performance

We do not request Social Security numbers, tax documents, financial-account credentials, payment-card information or confidential tax information through the book-reservation form.

We may use collected information to:

• Record and manage reservations for The Shift
• Send reservation confirmations
• Provide release, pricing, format and ordering updates
• Respond to questions and support requests
• Provide information about Heritage & Hearth Press, the Worthy & Wealthy Method™ and related Jasmine Rose offerings when consent has been provided
• Evaluate interest in bulk orders, book clubs, group programs and speaking engagements
• Improve website content, accessibility and performance
• Maintain website and database security
• Prevent fraudulent, abusive or automated submissions
• Comply with applicable legal obligations

Submitting a reservation does not create a client, fiduciary, tax-preparer, accounting, legal, financial-advisory or investment-advisory relationship.

Readers who consent may receive updates concerning The Shift, Heritage and Hearth Press, the Worthy & Wealthy Method™ and related Jasmine Rose offerings.

Marketing emails will clearly identify the sender, include the business mailing address and provide an unsubscribe option. We may still send nonpromotional messages necessary to confirm or administer a reservation. Unsubscribe requests will be processed in accordance with applicable law.

We may share information with service providers that help us operate the website and reservation process, including:

• Website-hosting providers
• Database and cloud-storage providers
• Transactional email providers
• Email-marketing platforms
• Analytics and website-performance providers
• Security and fraud-prevention providers
• Professional advisors when reasonably necessary

These providers may use information only to perform services for us or as otherwise allowed by their agreements and applicable law.

We may disclose information when required by law, legal process or a valid governmental request; when reasonably necessary to protect the rights, safety or security of Jasmine Rose, Heritage and Hearth Press, website visitors or others; or in connection with a merger, sale, reorganization or transfer of business assets.

We do not sell personal information. We do not currently share personal information for cross-context behavioral advertising or targeted advertising. If those practices change, we will update this policy and implement any legally required notices and privacy controls before beginning the new practice.

The website may use essential cookies or similar technologies for security, form operation and website performance. Privacy-conscious analytics may be used to understand general traffic, campaign attribution and reservation activity.

Visitors may adjust browser settings to limit cookies, although some website functions may be affected.

We retain reservation information only for as long as reasonably necessary to administer the reservation list, communicate about the book, maintain appropriate business records, comply with legal obligations and resolve disputes.

We review reservation records periodically and securely delete or anonymize them when no longer needed.

We use reasonable administrative, technical and organizational safeguards designed to protect information. These measures include encrypted transmission, restricted administrative access, secure credential storage, server-side validation, rate limiting, backups and reputable service providers.

No internet transmission or storage system can be guaranteed to be completely secure.

Depending on where you live and applicable law, you may have rights to:

• Confirm whether we process your personal information
• Request access to your information
• Correct inaccurate information
• Request deletion of qualifying information
• Request a portable copy of certain information
• Withdraw marketing consent or unsubscribe
• Opt out of certain sales, targeted advertising or profiling activities if those practices become applicable
• Appeal a decision concerning a qualifying privacy request

Submit a privacy request to support@jasminerosefinancial.com using the subject line: Privacy Request.

We may need to verify your identity before completing a request. We will respond within the time required by applicable law. Authorized agents may be required to provide documentation showing their authority to act.

This website and reservation list are not directed to children under 13. We do not knowingly collect personal information from children under 13. If we learn that such information was submitted, we will take reasonable steps to delete it.

The website may contain links to third-party websites or services. Their privacy practices are governed by their own policies, not this Privacy Policy.

We may revise this Privacy Policy as our website, practices or legal obligations change. The updated policy will be posted with a revised “Last updated” date. Material changes will be communicated when appropriate.