A reflection tool, not a data trap

This checkup is designed for general educational reflection. It does not require financial account information, policy numbers, medical information, or exact revenue figures. Your results are not a substitute for legal, tax, insurance, or financial advice.

What stays on your device

Your responses are stored locally in your browser as you go, so a refresh won't lose your progress. We do not send your answers to a server unless you explicitly request a conversation, save, or share.

What we never ask for

• Social Security numbers or tax IDs
• Bank account information
• Exact revenue, profit, or account balances
• Insurance policy numbers
• Medical information
• Names of individual employees

If you request a conversation

If you choose Talk Through My Report, we store your first name, preferred contact method, contact value, time window, areas of interest, and a brief summary of your report (profile and themes) so the conversation can start with context. We do not share your individual answers.

No selling, no pressure

You'll never be enrolled in a list or recommended a specific product. This is a free reflection — what you do with it is yours.