Lisa Y. Jones Website Policies

These policies explain how information is collected and used on this website, how communications are handled, and the professional boundaries of the education, strategy, and resources shared by Lisa Y. Jones.

Privacy Policy

Your privacy matters. When you visit this website, complete a form, schedule a consultation, download a resource, or communicate with us, we may collect information that helps us respond to your inquiry and provide relevant education, resources, and services.

This may include your name, email address, phone number, business information, financial questions, or other details you choose to share.

How Your Information May Be Used

Information submitted through this website may be used to:

Respond to your inquiry
Schedule consultations or follow-up conversations
Send requested resources or updates
Share relevant financial education and planning information
Improve the website, client experience, and communications
Maintain appropriate business records

We do not sell your personal information.

Communication Consent

By submitting a form on this website, you agree to be contacted by Lisa Y. Jones or her team by email, phone, or text regarding your inquiry. Message and data rates may apply. You may opt out of text or email communications at any time.

Cookies and Website Tracking

This website may use cookies, analytics tools, pixels, or similar technology to understand how visitors use the site, improve website performance, and support relevant marketing or communication efforts.

You may adjust your browser settings to disable cookies, though some website features may not function as intended.

Educational Disclaimer

Lisa Y. Jones is a licensed insurance professional and wealth strategist. Content shared on this website is educational and should not be considered investment, tax, legal, or accounting advice.

Any information provided through this website, consultations, workshops, emails, videos, downloads, or other resources is intended to help you ask better questions, understand available options, and make more informed financial decisions.

You should consult the appropriate licensed professional for investment, tax, legal, or accounting advice specific to your situation.

Insurance and Financial Strategy Disclosure

Lisa Y. Jones may discuss life insurance, annuities, retirement income strategies, protection planning, legacy planning, and related financial concepts. Any product recommendations are made only where appropriate and in accordance with applicable licensing requirements.

Completing a form, downloading a resource, or scheduling a consultation does not create an advisory, fiduciary, legal, tax, or client relationship.

No Guarantees

Financial outcomes vary based on individual circumstances, product selection, funding, timing, market conditions, tax laws, and other factors. No content on this website should be interpreted as a promise or guarantee of a specific result.

Testimonials, stories, examples, or case studies are for educational purposes only and may not represent the experience or outcome of every individual.

Intellectual Property

All content on this website, including written materials, graphics, videos, downloads, frameworks, and educational resources, is the property of Lisa Y. Jones, Financially Awakened, or its content partners unless otherwise noted.

You may not copy, reproduce, distribute, modify, or use this content for commercial purposes without written permission.

Third-Party Links

This website may include links to third-party websites, scheduling tools, platforms, articles, videos, resources, or partner pages. We are not responsible for the content, privacy practices, or policies of third-party websites.

Refund Policy

If paid products, workshops, courses, or services are offered through this website, refund terms will be clearly stated at the point of purchase. Unless otherwise stated, all sales are final.

Right Fit and Service Boundaries

We reserve the right to determine whether our services, consultations, or resources are an appropriate fit. We may decline or discontinue service when necessary, including when a request falls outside the scope of our licensing, expertise, values, or business model.

Policy Updates

These policies may be updated periodically. The updated version will be posted on this page with a revised effective date.

Contact

For questions about these policies, contact:

Lisa Y. Jones

Email: lisa@lisayjones.com
Phone: 703-624-8731

Last updated: June 9, 2026