Privacy Policy for Columbus Financial & Success Coach

Effective Date:4/04/2023

At Columbus Financial & Success Coach, we are committed to protecting the privacy and security of our clients' personal and financial information. This Privacy Policy explains how we collect, use, and protect the information you provide to us.

Information We Collect

We may collect personal and financial information about you in order to provide financial & sucesss coaching services. The types of information we collect may include:

Name, address, and contact information
Date of birth and social security number
Financial information, such as income and expenses
Employment information
Investment account information
Credit history and credit scores
Other information you provide to us in order to receive financial coaching services

We may collect this information from you directly, as well as from third-party sources such as credit bureaus, employers, and financial institutions.

Use of Information

We may use the information we collect about you for the following purposes:

Providing financial &Success services to you
Communicating with you about your financial & success coaching services
Analyzing and improving our financial & success coaching services
Complying with legal and regulatory requirements

We may also use your information for marketing purposes, such as to send you newsletters or promotional materials. You may opt-out of receiving these communications at any time by contacting us at Address: 964 Torrence dr. Springfield Ohio 45503.

Disclosure of Information

We may disclose your personal and financial information to third parties in the following circumstances:

With your consent
To service providers who perform services on our behalf, such as IT and administrative support
To comply with legal and regulatory requirements, such as a subpoena or court order
In connection with a merger, acquisition, or sale of all or a portion of our business
To protect our rights, property, or safety, or the rights, property, or safety of our clients or others

Security of Information

We take the security of your personal and financial information seriously and use reasonable measures to protect it from unauthorized access, use, or disclosure. We maintain physical, electronic, and procedural safeguards to protect your information.

Your Rights and Choices

You have certain rights and choices regarding the personal and financial information we collect about you. You may:

Request access to the personal and financial information we have about you
Request that we correct any errors in your personal and financial information
Request that we delete your personal and financial information
Opt-out of receiving marketing communications from us

To exercise any of these rights, please contact us at 964 Torrence dr Springfield Ohio .

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post any changes on our website and update the Effective Date above. Your continued use of our financial coaching services after we make any changes indicates your agreement to the updated Privacy Policy.

If you have any questions or concerns about our Privacy Policy, please contact us at 964 Torrence Dr Springfield Ohio.