Privacy Policy

Last Updated: May 28, 2026

1. Information We Collect

We collect information you provide directly to us when you use our services. This includes personal and financial details necessary to generate your customized financial blueprint, analyze your risk profile, and provide effective coaching services. We also collect account information such as your name, email address, and payment history.

2. How We Use Your Information

Your information is used strictly to deliver our financial planning services and personalize your coaching experience. We also use your data to process transactions securely via Stripe, communicate with you regarding your appointments, send important service updates, and improve the overall quality of our platform.

3. Data Security and AI Processing

We implement appropriate technical and organizational security measures to protect your personal information. When generating your financial action plans, your financial metrics and challenges may be processed using secure third-party AI language models. We do not use your personal identifiable information (PII) to train these public AI models.

4. Sharing of Information

We do not sell, trade, or rent your personal identification information to others. We may share necessary transaction data with our trusted payment processor (Stripe) and necessary calculation inputs with our secure AI providers solely for the purpose of delivering the service you purchased.

5. Your Rights

You have the right to access, correct, or request the deletion of your personal data stored on our platform. You can manage your information from your user dashboard or by contacting your assigned financial coach.

6. Contact Us

If you have questions or comments about this policy, or if you would like us to update information we have about you or your preferences, please contact your assigned financial coach or reach out to our administrative team.