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Privacy Policy and SMS Terms of Service

Privacy Policy and SMS Terms of Service

Last updated: 07/23/2025

Outrider Wealth and Financial Planning (“Outrider Wealth,” “we,” “our,” or “us”) is committed to protecting your privacy.

This Privacy Policy and SMS Terms of Service outlines how we collect, use, and protect your personal information, including your participation in our SMS communications.

For our full RIA privacy policy, please visit: https://www.caitlinjohn.com

Privacy Policy

We collect and use personal information to provide you with relevant financial planning services and communications. This includes:

  • What personal information is collected:
    When you opt in to receive SMS messages or communicate with us, we may collect your name, phone number, email address, and any other details you voluntarily provide.
  • How the collected information is used:
    We use your information to send important updates, confirmations, event reminders, service-related alerts, and other relevant communications regarding your relationship with Outrider Wealth.
  • Whether (and how) the consumer’s opt-in information is shared:
    We do not share your opt-in status, mobile number, or personal information with third parties for marketing purposes.

“No mobile opt-in or text message consent will be shared with third parties or affiliates.”

This Privacy Policy is easily accessible on all our web forms and is available in the footer of every page on our website for your convenience.

SMS Terms of Service

By opting in to receive SMS communications from Outrider Wealth and Financial Planning, you agree to the following:

“If you consent to receive conversational and informational SMS from Outrider Wealth and Financial Planning, you agree to receive conversational SMS from us.”

We only use SMS and text messaging for conversational-type messages, such as confirming appointments, sharing meeting directions, or coordinating scheduling logistics.

We do not use SMS or text messaging to discuss any account-specific matters, provide investment advice, or conduct transactions of any kind.

Standard Disclosures: