Privacy Policy

Last Updated: October 10, 2024

This Privacy Notice for Financially Mindful (“we,” “us,” or “our”) describes how and why we collect, store, use, and share (“process”) your personal information when you use our Services, including when you:

  • Visit our website at https://www.financiallymindful.com, or any website of ours that links to this Privacy Notice
  • Engage with us through sales, marketing, events, digital products, or coaching services

If you have any questions or concerns, please contact us at [email protected].

Summary of Key Points

  • We collect personal information you provide, such as your name, email, phone number, and payment information.
  • We process your information to deliver services, communicate with you, improve our offerings, and comply with legal requirements.
  • We do not sell your personal information.
  • You may unsubscribe or withdraw consent at any time.
  • You have rights regarding how your personal data is accessed, updated, or deleted.

1. What Information Do We Collect?

Personal Information You Provide

We collect personal information that you voluntarily provide when you:

  • Request information or resources
  • Register for a program, course, or workshop
  • Purchase a product or service
  • Book a consultation
  • Fill out any online form

This may include:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Job title
  • Billing address
  • Payment information (processed securely by Stripe)

Sensitive Information

We may process financial data when necessary to complete purchases or deliver coaching services.

Information Automatically Collected

When you visit our website, we automatically collect certain data, such as:

  • IP address
  • Browser information
  • Device type
  • Pages viewed
  • Usage and analytics data
  • Location data (based on IP)

This helps us maintain site functionality and improve user experience.

2. How Do We Process Your Information?

We process your information to:

  • Deliver and manage services
  • Process transactions
  • Respond to inquiries
  • Send requested resources
  • Communicate updates, reminders, and support messages
  • Improve website performance and usability
  • Conduct analytics and optimize marketing
  • Comply with legal obligations
  • Protect users against fraud or misuse

3. Legal Bases for Processing

We process your information based on:

  • Consent
  • Legitimate business interests
  • Contractual obligations
  • Legal requirements
  • Vital interests

4. When and With Whom Do We Share Information?

We may share your information with trusted service providers who assist us in delivering services, such as:

  • Payment processors (e.g., Stripe)
  • Email and SMS platforms
  • Website hosting services
  • CRM systems
  • Scheduling tools (e.g., Calendly)
  • Marketing or analytics providers

These third parties are required to protect your information and use it only as instructed.

We do not sell your personal information or your SMS consent.

5. Cookies and Tracking Technologies

We use cookies, pixels, and tracking tools to:

  • Improve website performance
  • Personalize content
  • Analyze site usage
  • Support marketing and retargeting efforts

You may adjust your browser settings to manage cookies.

6. Social Logins

If you choose to register or log in using a social media account, we may receive certain profile information from the provider. This information is used only according to this Privacy Policy.

7. How Long Do We Keep Your Information?

We keep your information only as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required by law.

8. Children’s Privacy

We do not knowingly collect data from children under 18. If you believe a minor has provided us with personal information, contact us at [email protected]. We will promptly take steps to delete such information.

9. Your Privacy Rights

You may have the right to:

  • Access your personal information
  • Request corrections
  • Request deletion
  • Withdraw consent
  • Opt out of marketing messages
  • Request a copy of the data you’ve provided

To exercise these rights, email us at [email protected].

10. Do-Not-Track Controls

Our website does not currently respond to Do-Not-Track signals due to a lack of industry-standard technology.

11. United States Privacy Rights

Residents of certain U.S. states may have additional privacy rights under state law, including rights to access, correction, deletion, data portability, and certain opt-out rights. For questions, contact [email protected].

12. SMS/Text Messaging Policy

We may send SMS/text messages related to the services you request, including:

  • Appointment confirmations
  • Reminders
  • Resource links
  • Program or course updates
  • Customer support messages
  • Follow-up communications

By providing your phone number on any form or checkout page, you consent to receive SMS messages from Financially Mindful.

SMS Disclosure:

  • Message and data rates may apply
  • Message frequency varies
  • Reply STOP to unsubscribe
  • Reply HELP for assistance
  • For support, contact [email protected]

We do not sell, rent, or share your SMS consent or phone number with third parties or affiliates for marketing purposes.

13. Updates to This Notice

We may update this Privacy Policy as needed. Changes will be posted with an updated “Last Updated” date.

14. Contact Information

Financially Mindful
10130 Mallard Creek Road, Suite 200
Charlotte, NC 28262
United States
Email: [email protected]