Cookies
Our web pages use what are known as cookies. Cookies are small data packages and do no harm to your device. They are stored on your device either temporarily for the duration of a session (session cookies) or permanently (persistent cookies). Session cookies are automatically deleted at the end of your visit. Persistent cookies remain stored on your device until you delete them yourself or your web browser deletes them automatically.
Cookies may originate from us (first-party cookies) or from third-party companies (third-party cookies). Third-party cookies make it possible to integrate certain services of third-party companies within web pages.
Cookies that are necessary to carry out the electronic communication process or to provide certain functions you have requested (necessary cookies) are stored on the basis of Art. 6 (1) (f) GDPR, unless another legal basis is stated. The website operator has a legitimate interest in storing necessary cookies for the technically error-free and optimised provision of its services. Where consent to the storage of cookies and comparable recognition technologies has been requested, processing takes place exclusively on the basis of that consent (Art. 6 (1) (a) GDPR and § 25 (1) TDDDG); consent can be withdrawn at any time.
You can set your browser so that you are informed about the setting of cookies and only allow cookies in individual cases, exclude the acceptance of cookies for certain cases or in general, and activate the automatic deletion of cookies when closing the browser. If cookies are deactivated, the functionality of this website may be limited.
This website does not set any cookies of its own. Cookies only arise if you expressly load the booking calendar on the booking page. Which ones these are is set out in the section “Appointment booking with Cal.com”.
Server log files
The provider of these pages automatically collects and stores information in what are known as server log files, which your browser transmits to us automatically. These are:
- browser type and browser version
- operating system used
- referrer URL
- host name of the accessing computer
- time of the server request
- IP address
This data is not merged with other data sources.
This data is collected on the basis of Art. 6 (1) (f) GDPR. The website operator has a legitimate interest in the technically error-free presentation and optimisation of its website — for this, server log files must be collected.
Contact form
If you send us enquiries via the contact form, the details you provide in the enquiry form, including the contact details you enter there, will be stored by us for the purpose of processing your enquiry and in case of follow-up questions. We do not pass this data on without your consent.
This data is processed on the basis of Art. 6 (1) (b) GDPR where your enquiry is connected with the performance of a contract or is necessary for the implementation of pre-contractual measures. In all other cases, processing is based on our legitimate interest in the effective handling of enquiries addressed to us (Art. 6 (1) (f) GDPR) or on your consent (Art. 6 (1) (a) GDPR) where this has been requested; consent can be withdrawn at any time.
The data you enter in the contact form remains with us until you ask us to delete it, withdraw your consent to storage, or the purpose for storing the data no longer applies (for example after your enquiry has been dealt with). Mandatory statutory provisions — in particular retention periods — remain unaffected.
Enquiry by email, telephone or fax
If you contact us by email, telephone or fax, your enquiry including all resulting personal data (name, enquiry) will be stored and processed by us for the purpose of handling your request. We do not pass this data on without your consent.
This data is processed on the basis of Art. 6 (1) (b) GDPR where your enquiry is connected with the performance of a contract or is necessary for the implementation of pre-contractual measures. In all other cases, processing is based on our legitimate interest in the effective handling of enquiries addressed to us (Art. 6 (1) (f) GDPR) or on your consent (Art. 6 (1) (a) GDPR) where this has been requested; consent can be withdrawn at any time.
The data you send us via contact enquiries remains with us until you ask us to delete it, withdraw your consent to storage, or the purpose for storing the data no longer applies (for example after your request has been dealt with). Mandatory statutory provisions — in particular statutory retention periods — remain unaffected.
Storage of your form data
The details you enter into any of the forms on this website are stored in a database that we operate with Supabase Pte. Ltd, 65 Chulia Street #38-02/03, OCBC Centre, Singapore 049513. The database server is located in Paris, France.
Depending on the form, the following is stored: your name, your email address, your message, the working document you requested, and your answers from the AVGS eligibility check and the funding check. The database cannot be accessed from outside; it is enabled exclusively for this website.
The legal basis is Art. 6 (1) (b) GDPR insofar as your enquiry serves the initiation or performance of a contract, and otherwise Art. 6 (1) (f) GDPR — our legitimate interest in handling enquiries reliably.
A data processing agreement is in place with Supabase. It forms part of the terms of use and includes the standard contractual clauses approved by the European Commission. Further details can be found at https://supabase.com/legal/dpa.
In addition, we receive a notification by email about your entry, and you receive a short acknowledgement. Both run through our own mailbox at Google Workspace; no separate mailing service is involved. The legal basis is Art. 6 (1) (b) GDPR — this concerns the handling of your own enquiry, not advertising.
Financial planning workshop for clients
Clients receive access to our financial planning workshop as part of the coaching. Access is protected by a shared username and password; no personal data is stored for this. The workshop runs entirely in your browser. Your entries are not transmitted to us or to third parties unless you send them yourself using “An Simon senden” (send to Simon, see below).
So that your entries are still there on your next visit, the workshop saves them in your browser's local storage. This is strictly necessary for the use you have expressly requested (Section 25 (2) no. 2 TDDDG). You can delete the stored entries at any time by removing the website data in your browser. Using “Mandantendatei sichern” (save client file) you can create a file on your own device if you wish; this file is not transmitted either.
Using “An Simon senden” you can actively send your current plan to us. Your entries from all modules, your email address and your optional message are sent to our server and forwarded from there directly by email to our mailbox at Google Workspace. Nothing is stored on the server or in our database. We use the data solely to review your plan as part of the coaching and to send you a revised version. The legal basis is Art. 6 (1) (b) GDPR. The email is deleted once it is no longer needed for the coaching and no statutory retention obligations apply.
The same applies to the free financial plan calculator on this website: it runs entirely in your browser and saves your entries only in your browser's local storage (Section 25 (2) no. 2 TDDDG). Nothing is transmitted to us or to third parties; the calculator has no send function.
Daily questions by email (“Twelve questions to ask yourself”)
On this website you can sign up to receive one question by email each morning for twelve days. We need your email address for this. Please note that this series is written in German.
We only send these emails once you have confirmed your registration. After signing up you initially receive a single email containing a confirmation link. If you do not click that link, nothing further happens and you will not hear from us again. This procedure ensures that nobody can enter your address without your involvement.
As evidence of your consent, we store the time of registration, the time of confirmation and the IP addresses used. We use this information exclusively for that evidence and for no other purpose.
The legal basis is your consent pursuant to Art. 6 (1) (a) GDPR in conjunction with § 7 (2) no. 3 UWG (German Act Against Unfair Competition). You can withdraw this consent at any time with effect for the future. A click on the unsubscribe link contained in each of these emails is sufficient; alternatively an informal message to us will do. The lawfulness of the processing carried out until withdrawal remains unaffected.
We store your data for as long as you are subscribed, and beyond that for as long as we must be able to demonstrate the consent given. After you unsubscribe we generally keep your email address and the evidence data for three years and then delete them; we will delete them earlier at your request, provided no statutory retention obligation prevents this.
Storage takes place in the same Supabase database described in the preceding section. Dispatch runs through our own mailbox at Google Workspace; no separate newsletter service is involved, so your address is not passed on to any further provider.