Your Information

When you request a strategy call we collect your name, email, mobile number, how you'd describe yourself, your primary goal and a rough annual allocation range (or, for partners, your practice and firm). We use it to schedule and prepare for your call and to follow up. We do not ask for, and ask you not to send, medical information, account numbers or Social Security numbers through this site.

Where it goes

Your booking and answers are stored by our scheduling service (Calendly), which creates the Zoom meeting and sends confirmations and reminders. Your details are used only by Life Design Capital to prepare for and follow up on your call. We do not sell personal information.

Marketing attribution

This site stores, in your own browser, which link or campaign brought you here (for example, a LinkedIn post or an email) so we know which outreach is useful. It is sent to us only if you request a call.

Email and text messages

We email or text you only if you opt in. You can unsubscribe from email at any time, and reply STOP to any text to opt out.

Questions

Privacy contact (email / mailing address) to be added before launch.