AT PRODUCTIVE WITH PURPOSE
Your Privacy is Important to Us!
Privacy Policy
At Productive With Purpose LLC, your privacy and trust are paramount. We are committed to protecting the personal information you share with us and ensuring transparency about how we collect, use, and safeguard your data. This Privacy Policy outlines how we handle your personal information, your rights regarding your data, and the measures we take to protect it.
Information We Collect
We collect personal information necessary to provide you with the best financial coaching experience. This may include, but is not limited to:
Contact Details
Financial Information
Relevant Documents for Financial Planning
We collect your name, email address, phone number, and other contact information to:
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Communicate with you about coaching sessions, updates, and resources
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Send reminders for appointments and follow-ups
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Respond to inquiries or requests you may have during our engagement
We collect detailed financial data to create an accurate picture of your financial status. This includes but is not limited to:
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Income: Salary, wages, and any other sources of income such as rental, freelance, or investment income.
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Expenses: Both fixed (e.g., rent, mortgage, utility bills) and variable expenses (e.g., entertainment, dining, travel) to better understand your spending habits.
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Debts: Information about any outstanding debts such as credit card balances, student loans, mortgages, personal loans, and any other liabilities that impact your financial health.
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Assets: Information about assets you own, including but not limited to real estate, vehicles, investments, savings, and retirement accounts.
To provide comprehensive financial advice and ensure accuracy in our planning, we may request access to various financial documents, including:
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Bank Statements: Monthly or quarterly statements that reflect your spending patterns, savings, and income deposits.
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Tax Returns: Copies of your most recent tax filings to get a clear view of your annual income, deductions, and tax obligations.
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Investment Reports: Statements from brokerage accounts or retirement plans that detail your investments and returns.
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Loan Agreements: Information regarding terms and payments for mortgages, student loans, or other financial obligations.
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Pay Stubs and Employment Documents: Proof of income and employment to help build a complete financial plan.
These documents and data points allow us to offer you tailored financial guidance based on a detailed understanding of your financial situation. We handle all information with the utmost confidentiality and professionalism.
How We Use Your Information
The information we collect is used solely for the purpose of providing financial coaching services. This may include:
Information We Collect
We collect personal information necessary to provide you with the best financial coaching experience. This may include, but is not limited to:
Assess your financial situation
Communicate with you about coaching sessions, resources, or updates:
Maintain accurate records for your coaching journey
We do not sell, share, or rent your personal information to third parties for marketing or any other purpose
Use of Third-Party Accounting Software
Your financial data, including income, expenses, assets, and debts, is critical for us to understand your current financial standing. By analyzing this information, we are able to create customized financial strategies that align with your goals, whether they involve budgeting, saving, debt reduction, or investment planning. Every recommendation we make is based on a thorough review of your financial landscape, ensuring that the plans we develop are practical, achievable, and reflective of your unique circumstances.
We use your contact information to maintain open communication throughout our coaching relationship. This includes scheduling coaching sessions, sending reminders, and providing you with relevant resources, such as budgeting tools, educational articles, or updates on financial strategies. We may also reach out with recommendations or important information related to your financial goals. All communication is focused on enhancing your financial journey and ensuring you have the support you need.
Throughout the coaching process, we keep detailed records of your financial progress, decisions made during sessions, and any updates to your financial situation. This ensures consistency and continuity, allowing us to track your growth and make adjustments as needed. By maintaining these records, we can provide you with more personalized advice over time and offer solutions that evolve with your financial needs. Your records are securely stored and treated with complete confidentiality.
Your personal and financial information is used solely for the purpose of providing financial coaching services. We are committed to safeguarding your privacy, which means we will never sell, share, or rent your information to third parties for advertising, marketing, or any unrelated services. Our goal is to maintain your trust by ensuring that your data remains private and is only used in connection with the services we provide to you.
As part of our financial coaching process, we may work with third-party accounting or financial management software (such as Wallet 1000) to assist in tracking and managing your finances.
While we take all necessary precautions to ensure your information is secure, please note:
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These third-party providers have their own privacy policies, and we encourage you to review them.
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We require that these providers not use, sell, or share your personal data for purposes outside of managing your finances.
We select only reputable software providers and make every effort to ensure that your data remains secure under their management. Should we become aware of any potential data breach or misuse by these third-party providers, we will promptly inform you and take necessary action.
How We Use Your Information
The information we collect is used solely for the purpose of providing financial coaching services. This may include:
Data Security
We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, or misuse. Our safeguards include:
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Secure storage of all sensitive data
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Encryption of financial documents and communications
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Limiting access to your information to only those employees or contractors who need it to provide services
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Despite our efforts, no method of electronic transmission or storage is completely secure. Therefore, while we strive to protect your information, we cannot guarantee absolute security.
Understanding Your Rights
You have the right to:
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Access, update, or delete the personal information we hold about you
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Request a copy of your financial records
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Withdraw consent for us to process your data at any time
If you wish to exercise any of these rights or have questions regarding your data, please contact us.
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Changes to this Privacy Policy
We may update this policy from time to time. Any changes will be posted on our website, and where appropriate, we will notify you by email. Please check back periodically to stay informed about how we protect your information.