Sideline Wealth™ — Privacy Policy
Operated by CLV Media, LLC · Effective Date: [EFFECTIVE DATE] · Contact: privacy@clvmedia.com
1. Scope
1.1 This Privacy Policy ("Policy") explains how CLV Media, LLC ("Company," "we," "us") collects, uses, discloses, and protects information in connection with the Sideline Wealth™ platform at sidelinewealth.com (the "Platform"). Capitalized terms not defined here have the meanings in the Terms of Service.
1.2 This Policy applies to Advisor Users, Athlete Users, and website visitors. By using the Platform, you consent to the practices described here.
2. Information We Collect
2.1 Account Information. Name, email address, password (hashed), organization/firm name, role, and, for Advisor Users, white-label branding details you provide.
2.2 Planning Inputs (User Content). Information you enter to generate Outputs, such as income amounts, income classification, state of residence, salary figures, deductible-expense estimates, duty-day allocations, and prospect details. We do not require, and you should not submit, full Social Security numbers, financial-account credentials, or other sensitive identifiers (see Section 8).
2.3 Payment Information. Payment-card and billing details are collected and processed directly by our payment processor, Stripe, Inc. We do not store full card numbers; we receive limited transaction and subscription metadata (e.g., last four digits, status, plan).
2.4 Usage Data. Log data, device and browser type, IP address, pages and features used, actions taken, timestamps, and diagnostic data.
2.5 Cookies and Similar Technologies. As described in the Cookie Policy.
2.6 Communications. Records of your correspondence with us.
3. How We Use Information
3.1 To provide, operate, secure, and maintain the Platform and generate Outputs; to process Subscriptions, billing, and renewals; to send transactional and service communications, alerts, and digest or "what's changed" emails; to provide support; to analyze and improve the Platform, including via aggregated and de-identified data; to detect and prevent fraud, abuse, and security incidents; and to comply with legal obligations and enforce our Terms.
3.2 ⚠️ ATTORNEY REVIEW / PRODUCT CONFIRM — If User Content or Usage Data will be used to train or fine-tune AI models, that use must be expressly and prominently disclosed here and in the Terms; confirm current practice with engineering before publishing.
4. Third-Party Processors and Disclosures
4.1 We share information with vetted third-party service providers ("Processors") that process data on our behalf under confidentiality and security obligations. Our principal Processors are:
| Processor | Purpose | Data categories |
|---|---|---|
| Vercel, Inc. | Application hosting and analytics | Usage Data, IP, log data |
| Stripe, Inc. | Payment processing and billing | Payment & billing data |
| [Database/Auth provider — e.g., Supabase] | Database, authentication, storage | Account Info, User Content |
| [AI model provider(s) — e.g., Anthropic, OpenAI] | AI summaries and monitoring-agent extraction | Prompts and limited content needed to generate AI Outputs |
| [Email provider — e.g., Resend] | Transactional and digest emails | Name, email, message content |
4.2 ⚠️ ATTORNEY REVIEW / CONFIRM — Verify the actual Processors in production, execute a data-processing agreement with each, and confirm whether AI providers retain or train on submitted content.
4.3 Other disclosures. We may disclose information to comply with law or legal process; to enforce our Terms or protect rights, safety, and security; and in connection with a merger, acquisition, financing, or sale of assets, subject to this Policy.
4.4 No sale of personal data. We do not sell your personal information, and we do not share it for cross-context behavioral advertising, as those terms are defined under applicable U.S. state privacy laws.
5. Data Retention
5.1 We retain personal information while your account is active and for a commercially reasonable period thereafter to meet legal, tax, accounting, and dispute-resolution obligations, after which it is deleted or de-identified. Aggregated and de-identified data may be retained indefinitely. ⚠️ ATTORNEY REVIEW — Set specific retention periods (e.g., account data deleted within [X] days of termination; billing records retained [Y] years).
6. Your Rights and Choices
6.1 Depending on your jurisdiction (including under the California Consumer Privacy Act, as amended, and similar state laws), you may have rights to access, correct, delete, or obtain a portable copy of your personal information, to opt out of certain processing, and to be free from discrimination for exercising these rights.
6.2 To exercise your rights, email privacy@clvmedia.com. We will verify and respond within the timeframe required by law. You may also access and update much of your information in account settings.
6.3 Email preferences. You may unsubscribe from non-essential emails via the unsubscribe link or settings; we may still send transactional messages.
6.4 ⚠️ ATTORNEY REVIEW — Add state-specific disclosures (e.g., CCPA categories, Notice at Collection, appeal rights) as your user base and revenue thresholds require.
7. Security
7.1 We implement reasonable administrative, technical, and organizational safeguards. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. No PHI; No Sensitive Identifiers
8.1 The Platform is a tax-planning illustration tool and is not a covered entity or business associate under HIPAA. You must not submit protected health information, and should not submit full Social Security numbers, government-ID numbers, or financial-account credentials. Any such data is submitted at your own risk and may be deleted.
9. Children's Privacy
9.1 The Platform is not directed to children under thirteen (13), and we do not knowingly collect their personal information. Where a parent or legal guardian uses the Platform on behalf of a minor athlete, the guardian is responsible for that information and consents to this Policy. ⚠️ ATTORNEY REVIEW — Confirm COPPA and state-law handling given minor athletes.
10. International Users
10.1 The Platform is intended for the United States, and information is processed in the United States. We do not target users in the EU/EEA/UK. ⚠️ ATTORNEY REVIEW — If non-U.S. athletes use the Platform, assess GDPR/UK-GDPR obligations.
11. Changes; Contact
11.1 We may update this Policy and will revise the Effective Date; material changes will be notified by email or in-Platform. Questions or requests: privacy@clvmedia.com.