Privacy Policy

Information We Collect

We collect information you provide directly, such as your name, email, and profile details when you create an account. We also collect financial account information you choose to link through our integration with Plaid, including account balances and transaction data, to power your coaching dashboard.

How We Use Your Information

We use your information to:

• •Provide, personalize, and improve your coaching experience.
• •Display aggregated financial insights, net worth, cash flow, and goal tracking.
• •Communicate with you about your account, meetings, and action items.
• •Send coaching reminders and educational content.
• •Operate securely and comply with legal obligations.

Financial Data and Plaid

When you connect a financial institution, we use Plaid to retrieve account and transaction data. Plaid acts as a secure intermediary — we do not store your banking login credentials. We only access the data necessary to deliver your dashboard and coaching tools, and only with your authorization.

How We Share Information

We do not sell your personal information. We share data only: (1) with service providers like Plaid and our hosting/email providers who help operate the platform; (2) to comply with legal obligations; and (3) in connection with a merger, acquisition, or asset sale. Your assigned coach can view your coaching data to support your engagement.

Data Security

We use administrative, technical, and physical safeguards designed to protect your information. No system is perfectly secure, but we work to protect your data using encryption in transit and at rest where applicable.

Cookies and Analytics

We use cookies and similar technologies to operate the site and understand usage. You can control cookies through your browser settings. Disabling them may limit some functionality.

Your Rights

Depending on your location, you may have rights to access, correct, delete, or restrict the use of your personal information. To exercise these rights, contact us through the Contact page.

Children's Privacy

Our services are not directed to children under 18, and we do not knowingly collect their information.

Changes to This Policy

We may update this policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised date.

Contact Us

If you have questions about this Privacy Policy or your data, please reach out via our Contact page.