Privacy Policy

Your privacy is extremely important to us. We are committed to protecting your personal information and ensuring your data is handled in a secure and responsible manner. This Privacy Policy explains the types of personal data we collect, how we use and protect that data, and your rights regarding your personal information when you use our personal finance management and coaching services.

1. Data Collection

We collect personal data that you voluntarily provide when using our services. This data may include, but is not limited to:

• Your name, address, and phone number.
• Your email address and communication preferences.
• Financial information such as income, expenses, savings, investments, and debt details.
• Details about your interactions with our website and services, such as pages visited, services used, and communication with our support team.

We collect this data to ensure we can provide you with the best possible personalized financial advice, coaching, and services.

2. Data Usage

Your personal data is used solely for the purposes of delivering our services to you. Specifically, we use your data for:

• Providing personalized coaching and financial planning services.
• Communicating with you regarding our services, updates, and any changes to your personal financial plan.
• Improving and customizing the content and resources we offer, ensuring they are aligned with your financial goals and needs.
• Complying with legal requirements or requests made by authorities.

We will not sell, trade, or rent your personal information to third parties for marketing purposes without your consent. Any data shared with third parties will only be for the purpose of delivering services (e.g., payment processing or analytics services) and will be subject to strict confidentiality agreements.

3. Data Protection

We are committed to protecting your personal data. To do this, we implement a variety of technical and organizational security measures to protect your data from unauthorized access, loss, misuse, and alteration. These include:

• Encryption of sensitive data during transmission and storage.
• Regular security audits and updates to our systems and infrastructure.
• Access controls that limit who can access your data to only those employees or contractors who need it to perform their job duties.
• Ongoing staff training on data privacy and security best practices.

While we strive to ensure the security of your personal data, please note that no method of transmission over the Internet or electronic storage is 100% secure. We cannot guarantee the absolute security of your data, but we take all reasonable measures to minimize risks.

4. User Rights

You have certain rights regarding your personal data, which include the right to:

• Access the personal data we hold about you and request copies of that data.
• Request corrections to any inaccurate or incomplete data.
• Request the deletion of your personal data, subject to certain legal restrictions.
• Request the transfer of your personal data to another organization, in certain circumstances.
• Object to the processing of your personal data or withdraw consent if you previously provided consent for processing.

If you wish to exercise any of these rights, or if you have any questions or concerns about how we handle your personal data, please contact us using the details provided below. We are committed to responding to all requests promptly and in accordance with applicable data protection laws.

5. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services, or legal requirements. When we update this policy, we will revise the “last updated” date at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your personal data.

6. Contact Information

If you have any questions about this Privacy Policy, wish to exercise your rights, or need further information about our data practices, please contact us at:

Address:

401 Cottonwood St, Julesburg, CO 80737, United States

Phone:

+19704743365