Code Green Financial Triage

This page is maintained by Code Green Financial Triage ("we", "us", "our"). It explains what we collect, how we use it, and the choices you have.

Information we collect

Account information: email, name, and profession you provide at signup.
Assessment data: the financial inputs you enter into the checkup — income, expenses, debt, retirement balance, and similar fields.
Derived results: your Code Green Score, category vitals, Financial Age, and FI Progress.
Optional email leads: if you request a PDF report, we store your email so we can send you future Financial Rounds updates.

What we do NOT collect

We do not connect to your bank, brokerage, retirement plan, benefits provider, or credit bureau.
We do not collect Social Security numbers, account numbers, or payment credentials.
We do not collect Protected Health Information (PHI) about your patients.

How we use your information

To generate your Code Green Score, diagnosis, and treatment plan.
To save assessments to your Financial Electronic Health Record so you can track progress.
To email you future Financial Rounds updates and product announcements, when you opt in.

Sharing

We do not sell your personal information. Assessment data is stored securely and is not shared with third parties for marketing purposes.

Security

Data is transmitted over TLS and encrypted at rest. Access to your data requires authentication. You can delete your account and all associated data at any time by contacting us.

Your choices

You may request deletion of your account and data.
You may unsubscribe from marketing email at any time.
You may use the checkup without creating an account; in that case data stays only in your browser session.

Contact

Questions about this policy can be sent to the address on the Contact / Support page.