PRIVACY POLICY

Last updated: [March 22, 2026]

Arise Financial Coaching LLC ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect your information when you visit our website, apply for coaching, enroll in programs, or interact with our services.

By using our website or services, you agree to this Privacy Policy.

Information We Collect
We may collect personal information that you voluntarily provide, including:
• Name
• Email address
• Phone number
• Mailing address
• Payment information
• Financial information shared during coaching
• Application responses
• Messages or support requests
• Survey responses

Information Collected Automatically
When you visit our website, we may automatically collect:
• IP address
• Browser type
• Device information
• Pages visited
• Time spent on pages
• Referral source
• General location data

How We Use Your Information
We use your information to:
• Provide financial coaching services
• Communicate with you
• Send onboarding emails
• Process payments
• Schedule coaching calls
• Provide customer support
• Improve programs and services
• Send marketing emails
• Analyze website performance
• Comply with legal obligations

Call Recording & Session Monitoring
Coaching sessions, group calls, and support interactions may be recorded for:
• Providing session replays
• Client reference and review
• Training team members
• Quality assurance
• Product improvements
• Creating anonymized educational examples
• Internal documentation

By participating in coaching sessions, you consent to recording of audio and video where applicable.

Recordings may be stored using secure third-party tools such as Zoom, Fathom, or similar platforms.

We may use portions of recordings for educational or marketing purposes only after removing identifying information unless explicit written permission is provided.

Anonymized Client Data
We may use anonymized and aggregated client data for:
• Marketing
• Case studies
• Educational examples
• Program improvement
• Statistical insights

Identifying details are removed prior to sharing.

SMS & Text Messaging
If you provide your phone number, you may receive:
• Appointment reminders
• Coaching updates
• Program communications
• Customer support messages

Message frequency varies.
Reply STOP to opt out.
Reply HELP for assistance.
Message and data rates may apply.

We do not sell or share SMS opt-in data.

Payment Processing
Payments are processed through secure third-party providers such as:
• Stripe
• ThriveCart
• ActiveCampaign
• Acuity Scheduling
• Fathom

We do not store full credit card information.

Third-Party Tools
We may use third-party tools including:
• Email platforms
• CRM systems
• Scheduling tools
• Payment processors
• Analytics providers
• Advertising platforms

Affiliate & Referral Disclosure
We may recommend tools, platforms, or services. In some cases we may receive referral fees, affiliate commissions, or compensation.

You are not required to use any recommended provider.

Cookies & Tracking Technologies
We use cookies to:
• Improve website functionality
• Analyze traffic
• Remember preferences
• Support marketing

You can disable cookies in your browser.

How We Share Information
We do not sell personal information.

We may share information:
• With service providers
• To process payments
• To deliver services
• To comply with legal obligations
• With your consent

Data Retention
We retain personal information only as long as necessary to provide services and meet legal obligations.

Data Security
We use reasonable security measures to protect your information.

Children's Privacy
Our services are intended for individuals age 18 and older.

Your Privacy Rights
Depending on your location, you may have the right to:
• Access your data
• Correct your data
• Request deletion
• Withdraw consent
• Opt out of marketing

Contact: [email protected]

California Privacy Rights
California residents may request access, deletion, or correction of personal data.

International Users
Your information may be transferred to and processed in the United States.

Updates to This Policy
We may update this Privacy Policy periodically.

Contact
Arise Financial Coaching LLC
82 County Road Unit 525
Mattapoisett, MA 02739
[email protected]