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Marriage Money Bootcamp's Terms of Service

• Marriage Money Bootcamp (“MMB”) Web Site is offered to you conditioned on your acceptance without modification of the terms, conditions, and notices contained herein. Your use of MMB constitutes your agreement to all such terms, conditions, and notices.

• MMB reserves the right to change the terms, conditions, and notices under which the MMB Web Site is offered, including but not limited to the charges associated with the use of the MMB website and affiliated courses.

• Before accessing these course materials, you agree that none of the contents contained in MMB constitute investment, legal, or tax advice.

• None of the items included in MMB should be interpreted as an offer to buy or sell securities, insurance, or other financial products.

• You should consult with an appropriately licensed professional prior to taking any action discussed in this course.

• MMB does not certify the accuracy of the spreadsheets contained herein. Users are responsible for the accuracy of the inputs used in the spreadsheets and ultimate integrity of formulas.

• Marriage Money Bootcamp may contain links and references to other websites and external sources ("External Sites"). The External Sites are not under the control of MMB. MMB is not responsible for the contents of any External Site, including without limitation any link contained in External Sites, or any changes or updates to External Sites.

• Richard Davey is also an owner of Fiduciary Financial Group LLC (“FFG”), a California Licensed Registered Investment Advisor. Accessing the course materials of MMB does not make a user a client of FFG nor does access grant a user any of the rights otherwise due a FFG client. This course is not offered with any intent to prospect or bring in FFG clientele. This course is meant as a standalone product. Students who wish to become FFG clients must explicitly terminate their relationship with us as MMB students and sign an appropriate Investment Advisor Agreement as these services must be clearly kept separate.

Fiduciary Financial Group - Privacy Notice

Fiduciary Financial Group is committed to adhering to the requirements and expectations regarding the privacy of personal information. Privacy regulations are founded upon three definitions:

1. Consumer – a person who has not entered into an investment advisory relationship but has disclosed non public personal information to our firm.
2. Client – a person who has entered into an investment advisory relationship with the firm or that individual’s designated representative.
3. Confidential Information – personally identifiable private information, not available from public sources, about a client or consumer. It generally includes name, address, age, social security number, assets, income, net-worth, account balances, account numbers, beneficiary information, or investment history.

Our firm collects nonpublic information about clients and consumers. We will not share nonpublic information about clients or consumers with third parties not affiliated with our firm, except as noted below:

• To complete transactions or account changes, as directed by the client
• To maintain or service a client’s account
• If requested by the client
• With entities under common ownership and control of our firm
• With contracted third-parties who require the information to develop, support and deliver services
• If our firm is required or permitted by law or regulatory authorities with jurisdiction over the firm

As a client of our firm your privacy is important to us. We are dedicated to safeguarding your personal and financial information. We restrict access to confidential personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to comply with federal standards to guard your confidential personal information. We continue to safeguard and keep confidential the personal and financial information of all present and past clients.

Fiduciary Financial Group also use cookies, tracking pixels and related technologies to provide our services for Advertisers. Cookies are small data files that are served by the website and stored on your device. These cookies enable Fiduciary Financial Group to serve targeting advertising and information to you.

We will notify you in advance if our privacy policy is expected to change. We are required by law to deliver this Privacy Notice to you annually, in writing. Please contact us with any questions about this policy.

If you wish for us not to share your information as stated above, please contact us by:

• Calling us at 415-717-4831
• Contact us by mail at:

Fiduciary Financial Group 900 Larkspur Landing Circle, Suite 240; Larkspur, CA 94939