Legal & Disclosures
Educational Coaching, Not Investment Advice
Finance Coach Meyer-Rogge provides educational coaching and general financial literacy services. The content, frameworks, and discussions delivered through this website, coaching sessions, written briefs, and any related materials are intended solely for educational and informational purposes.
Finance Coach Meyer-Rogge is not a registered investment advisor, broker-dealer, financial planner, tax advisor, or legal advisor, and nothing provided through this service constitutes personalized investment advice, a recommendation to buy or sell any security, or an offer or solicitation of any financial product.
No Fiduciary Relationship
No coaching engagement, consultation, communication, or use of this website creates a fiduciary, advisory, or client relationship of the type established with a Registered Investment Advisor (RIA) or other licensed financial professional. Clients remain solely responsible for their own financial decisions and are strongly encouraged to consult with appropriately licensed professionals — including a registered investment advisor, certified public accountant, and qualified attorney — before acting on any information discussed.
No Guarantees
All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. No outcome, return, or financial benefit is guaranteed, implied, or warranted by Finance Coach Meyer-Rogge.
Independence from Employer
The views, opinions, and services offered through Finance Coach Meyer-Rogge are entirely personal and independent. They do not represent, reflect, or constitute the views of any current or former employer, and no employer affiliation should be inferred from any content on this site or in any coaching engagement.
Confidentiality
Information shared by clients during coaching engagements or through the Strategy Brief is treated as confidential and used solely for the purpose of delivering the requested services.
Contact
Questions regarding these disclosures may be directed to legal@financecoachmeyer-rogge.com.
Privacy & Data Handling
When you submit a Strategy Brief or otherwise contact Finance Coach Meyer-Rogge through this website, you may provide personal information including your name, email address, geographic location, self-described experience level, and details about your financial situation or goals.
This information is collected solely for the following purposes: (i) responding to your inquiry, (ii) preparing for and delivering coaching sessions you have requested, and (iii) sending you follow-up communications directly related to your engagement.
We do not:
Sell, rent, or share your personal information with third parties for marketing purposes
Add you to marketing lists or newsletters without your explicit consent
Retain your information longer than necessary to deliver the requested services
Third-party tools: This website is hosted on Squarespace, and form submissions are processed through Squarespace's infrastructure. Email correspondence is handled through Google Workspace. Both providers maintain their own privacy and security standards.
Your rights: You may request access to, correction of, or deletion of any personal information you have provided by emailing legal@financecoachmeyer-rogge.com.
Requests will be honored within a reasonable timeframe consistent with applicable law.
Cookies: This website may use standard analytics cookies provided by Squarespace to understand site traffic. No personal financial information is collected through cookies.