We know retirement planning can bring up a lot of questions — about money, privacy, and even where to begin. Here are a few common ones to help you get started with confidence.

1. What is Catch Up with Confidence?

Catch Up with Confidence is an educational platform designed to help DIY retirement planners prepare for their future with clarity and calm. We offer approachable courses, example retirement scenarios, and guidance from Sunny — your digital companion for confidence building and planning awareness.

2. Is Catch Up with Confidence a financial advisory service?

No. We do not provide financial, investment, tax, or legal advice. Everything we share is for educational purposes only — designed to help you understand your own options and prepare to make informed decisions. You should always consult a qualified financial professional before making any personal investment or planning decisions.

3. Who is Sunny?

Sunny is a friendly AI guide created to help you think through your retirement planning journey. Sunny helps you reflect on your goals, identify gaps, and explore resources — all in plain language. Sunny does not give investment advice or store sensitive financial data.

4. Can Sunny or Catch Up with Confidence see my personal data?

No. We do not have access to your private information or financial accounts. Any information you share while using Sunny stays private within your individual conversation. Our team cannot see any of the information you share with Sunny. We do not sell, rent, or share your data with third parties. You can review our Privacy Policy for full details on how your information is handled and protected.

5. Do I need to share my real financial information to use the tools or courses?

No. You can engage with our materials, examples, and exercises without entering personal data. If you choose to reflect on your real numbers, that information stays with you — not us.

6. What are “Retirement Scenarios”?

Our Retirement Scenarios are relatable stories of individuals and couples preparing for retirement with different incomes, savings, and life situations. They’re designed to help you see yourself in others’ journeys and explore practical next steps — without comparison or judgment.

7. How do I become a member?

You can join by visiting our Membership Page. Members get access to all Catch Up with Confidence courses, new tools, and exclusive Sunny updates.

8. What are Runway Partners?

Runway Partners are creators, coaches, and community leaders who share Catch Up with Confidence with their audiences. They help others discover our tools and earn rewards for doing so. Learn more on the Runway Partners page.

9. How is my privacy protected?

Your trust matters. We use encryption and secure hosting to protect all interactions on our website. We only collect minimal, non-sensitive data needed to operate the site (such as basic analytics). You can review or request deletion of any personal information at any time by contacting us at privacy@catchupwithconfidence.com.

10. What’s coming next?

We’re building a library of approachable courses — including Catch Up 101, Clarity and Confidence, and Planning Together. You can sign up for updates on new courses and features here.

Still have questions?

We’re happy to help.
Email us anytime at hello@catchupwithconfidence.com.