Privacy Policy

inPlace Professionals, LLC (d/b/a Dr. Rachael Van Pelt)

Last Updated: May 30, 2026

The short version.

We collect the information you give us (mainly your email through the Rightsizing Decision Coach, and your name and phone number when you book a call) plus standard technical data. We use it to deliver our assessment results, send you helpful follow-up emails, run our advertising, and provide coaching. We use an automated system to personalize those emails. We do not sell your information for money. You can unsubscribe, opt out of tracking, or ask us to delete your data at any time — see Sections 7 and 10.

This Privacy Policy (the “Policy”) explains how inPlace Professionals, LLC, doing business as Dr. Rachael Van Pelt (“inPlace,” “we,” “us,” or “our”), collects, uses, shares, and protects information when you visit or interact with our websites and online tools. By using our Services, you agree to this Policy.

1. Scope — What This Policy Covers

This Policy applies to the following websites and online tools, together with any related websites, subdomains, or tools that link to this Policy (collectively, the “Sites” or “Services”):

• rachaelvanpelt.com — our authority and information hub;
• rightsizeretirement.com — our rightsizing information and scheduling site; and
• coach.rightsizeretirement.com — which hosts the Rightsizing Decision Coach assessment tool (the “Decision Coach”).

This Policy does not apply to third-party platforms we do not control — such as YouTube, Spotify, or Apple Podcasts — even when we link to them. Your activity on those platforms is governed by their own privacy policies.

2. Information We Collect

2.1 Information You Provide to Us

• Email address. When you begin the Decision Coach, we ask for your email address before showing your results.
• Name and phone number. When you schedule a call through our scheduling provider (Calendly), we collect your name, email, phone number, and any details you choose to add about your situation.
• Communications. If you email us, reply to our messages, or speak with us on a call, we keep a record of that correspondence and any information you share.
• Payment information. If you purchase coaching, payment is processed by our payment processor (Stripe) through a secure payment link we send by email. We do not collect or store your full card number; Stripe handles that directly and tells us only whether the payment succeeded.

2.2 Rightsizing Decision Coach Data

The Decision Coach is an email-gated, multiple-choice self-assessment. It does not create a password-protected account. When you use it, we collect:

• your email address; and
• your answers to the assessment’s multiple-choice questions, which span four areas we call Body, Brain, Bank, and Base (covering topics such as the physical demands of your home, the mental and emotional load of your living situation, your general financial readiness, and your location and community).

From your answers we generate a results profile and domain scores — a set of derived attributes used to tailor your results and follow-up communications. We do not collect free-text descriptions of your health conditions, and we do not collect specific dollar amounts or financial figures through the Decision Coach.

A note on sensitive topics.

Some Decision Coach questions relate to your physical capabilities and your financial readiness. We treat these responses carefully. We use them only to generate your results and to personalize the educational content we send you. We do not sell them, and you may ask us to limit their use or delete them at any time (see Section 10).

2.3 Information We Collect Automatically

When you visit the Sites, we and our providers automatically collect certain technical information, including your IP address, browser and device type, operating system, referring pages, the pages you view, and the dates and times of your visits. We collect this through server logs (our hosting providers, Vercel and Cloudflare) and through cookies and similar technologies described in Section 3.

2.4 Information From Third Parties

Our advertising and email providers may share limited information with us — for example, whether you clicked one of our ads or opened one of our emails — so we can measure and improve our outreach.

3. Cookies and Tracking Technologies

We use a small number of cookies and similar technologies. We group them as follows:

• Essential and functional. Set by our hosting and security providers (Vercel and Cloudflare) to keep the Sites working, secure, and performing properly. These cannot be turned off without affecting the Sites.
• Advertising (Meta Pixel). We use the Meta (Facebook) Pixel to measure the performance of our advertising and to show relevant ads to people who have visited our Sites. The Pixel shares certain information about your visit with Meta. You can manage this through your Meta ad settings and your browser/cookie controls.
• Email tracking (Brevo). Our emails, sent through Brevo, may contain small pixels and tracked links that tell us whether an email was opened and which links were clicked, so we can send more relevant content.

Looking ahead: we are not currently using a general web-analytics service such as Google Analytics, but we may add one in the future. If we do, we will update this Policy to describe it.

3.1 Your Tracking Choices

• Most browsers let you refuse or delete cookies, or alert you when cookies are set. Some features may not work properly if you block them.
• Global Privacy Control (GPC). Where required by law, we treat a recognized GPC browser signal as a request to opt out of “sale” or “sharing” / targeted advertising.
• Industry opt-outs. You can opt out of interest-based advertising from participating companies through the Digital Advertising Alliance (optout.aboutads.info) or the Network Advertising Initiative (optout.networkadvertising.org).

Do Not Track: because there is no common industry standard for “Do Not Track” browser signals, we do not currently respond to them, except as described above for GPC.

4. How We Use Your Information

We use the information we collect to:

• deliver your Decision Coach results and operate the Sites;
• send you educational and marketing emails, including the automated follow-up sequence triggered by the Decision Coach;
• schedule, confirm, and follow up on calls and coaching sessions;
• provide, bill for, and support our coaching services;
• measure, operate, and improve our advertising and content;
• personalize the content and communications you receive (see Section 5);
• respond to your questions and maintain our records; and
• protect our rights, enforce our Terms of Use, comply with law, and prevent misuse.

5. Automated Processing, Profiling, and AI

We want to be transparent about this: we use an automated system, including artificial-intelligence tools, to personalize the follow-up emails you receive after completing the Decision Coach. Your responses are scored into a results profile, and that profile is used to select and tailor the educational content we send you over the following days and weeks.

This automated personalization is used for marketing and educational communications only. It does not make any legal or similarly significant decision about you. Any actual coaching guidance, recommendation, or real estate decision involves a real person — Dr. Rachael Van Pelt — not an automated decision. You can stop the automated email sequence at any time by unsubscribing, and you may ask us about, or object to, this processing by contacting us (see Section 14).

6. How We Share Information

We do not sell your personal information for money. We share information only as described below.

6.1 Service Providers

We share information with vetted providers that perform services on our behalf. They are permitted to use your information only to provide those services to us.

6.2 Advertising and “Sharing”

Our use of the Meta Pixel to deliver and measure advertising may be considered “sharing” of personal information for “cross-context behavioral advertising,” or “targeted advertising,” under certain U.S. state privacy laws — even though we receive no money for it. You can opt out using the methods described in Section 3.1 or by contacting us.

6.3 Legal, Safety, and Business Transfers

• We may disclose information if required by law, subpoena, or government request, or to protect the rights, property, or safety of inPlace, our clients, or others.
• If our business (or substantially all of its assets) is sold, merged, or otherwise transferred, your information may be transferred as part of that transaction, subject to this Policy.

6.4 With Your Direction

If you ask us to connect you with a real estate agent outside Colorado, we will share the information needed to make that referral (through the eXp Realty network) so it is not a cold handoff.

7. Marketing Communications and Text Messages

7.1 Email

You can opt out of marketing emails at any time using the unsubscribe link in any message, or by contacting us. We may still send you non-marketing messages related to a purchase or an active engagement (for example, payment receipts or scheduling confirmations).

7.2 Text Messages (SMS)

If you provide your phone number when scheduling a call, you agree that we may contact you by phone and text message about your appointment and related coaching. Message frequency varies. Message and data rates may apply. You can opt out of texts at any time by replying STOP, and get help by replying HELP. Providing your phone number and consenting to texts is not a condition of purchasing any service.

8. Data Retention

We keep personal information for as long as needed to provide the Services and for the purposes described in this Policy — for example, for as long as you remain a subscriber or client, and afterward as needed to meet our legal, accounting, or recordkeeping obligations or to resolve disputes. When you unsubscribe or ask us to delete your information, we will delete or de-identify it, except where we are required or permitted by law to retain it.

9. Data Security

We use reasonable administrative and technical measures designed to protect your information, and we rely on established providers (such as Stripe for payments) that maintain their own security safeguards. However, no website or method of transmission over the Internet is completely secure, and we cannot guarantee absolute security.

10. Your Privacy Rights

Depending on where you live, you may have some or all of the following rights regarding your personal information: to know or access what we hold, to correct it, to delete it, to obtain a portable copy, to opt out of “sale” or “sharing” / targeted advertising, and to limit the use of sensitive information. We will not discriminate against you for exercising these rights.

10.1 California Residents (CCPA/CPRA)

California residents may request the categories and specific pieces of personal information we have collected, the sources, the business purposes, and the categories of third parties with whom we share it; may request deletion or correction; and may opt out of the “sale” or “sharing” of personal information. We do not sell personal information for money, but our advertising practices may constitute “sharing” (see Section 6.2). To the extent we process information relating to your health or finances, you may request that we limit its use to providing the Services you requested. California’s “Shine the Light” law (Civil Code § 1798.83) also allows you to request information about disclosures for third-party direct marketing; we do not make such disclosures.

10.2 Colorado, Virginia, Connecticut, and Other State Residents

Residents of states with comprehensive privacy laws — including the Colorado Privacy Act — may have rights to access, correct, delete, and obtain a portable copy of their personal data, and to opt out of targeted advertising, sale, and certain profiling. Where required, we honor recognized universal opt-out signals such as GPC. If we deny a request, you may appeal by replying to our decision; if you have concerns about our response, you may contact your state attorney general.

10.3 How to Exercise Your Rights

To make any request, email us at rachael.vanpelt@inplacepro.com or write to us at the address in Section 14. We may need to verify your identity before responding, and an authorized agent may submit a request on your behalf with proof of authorization.

11. International Visitors

We are based in the United States, and our Services are intended for U.S. residents. If you access the Sites from outside the United States (for example, as a listener of our podcast), your information will be transferred to and processed in the United States, where data-protection laws may differ from those in your location. By using the Services, you consent to that transfer and processing.

If you are in the European Economic Area or the United Kingdom, we provide the following as a courtesy: our legal bases for processing are your consent, the performance of a contract with you, and our legitimate interests in operating and marketing our business; and you may have rights to access, correct, erase, restrict, port, or object to processing, and to withdraw consent. You may also lodge a complaint with your local supervisory authority. To exercise these rights, contact us using the details in Section 14.

12. Children’s Privacy

The Services are intended for adults 18 and older and are not directed to children. We do not knowingly collect personal information from anyone under 18, and we do not knowingly collect information from children under 13. If we learn that we have collected such information, we will delete it.

13. Third-Party Websites and Links

The Sites may contain links to third-party websites and platforms (including advertisements and social media links). We do not control those sites and are not responsible for their content or privacy practices. Please review the privacy policy of any site you visit.

14. Changes to This Policy and How to Contact Us

We may update this Policy from time to time. When we do, we will revise the “Last Updated” date above, and material changes will be reflected on this page. Your continued use of the Services after an update means you accept the revised Policy.

Questions, concerns, or requests regarding this Policy or your information:

inPlace Professionals, LLC (d/b/a Dr. Rachael Van Pelt)

Email: rachael.vanpelt@inplacepro.com

Mail: 22559 Springflower Drive, Golden, CO 80401