Privacy Notice for Cam Impact Financial Coaching

Effective Date: June 5, 2024

This Privacy Notice explains how Cam Impact Financial Coaching, utilizing the The Financial Alignment Journey™ methodology, collects, uses, protects, and discloses information gathered from users of our website and coaching services.

1. Information We Collect

We collect information to provide you with coaching services, process payments, and improve our website experience.

A. Information You Voluntarily Provide (Directly Collected):

  • Contact Data: Your name, email address, phone number, and physical address when you book a session or sign up for a lead magnet (e.g., the Conflict Scorecard).
  • Financial Data: Income, debt amounts, spending habits, investment goals, and other data you share during coaching sessions. Note: This sensitive data is kept strictly confidential and is never shared outside of your direct coaching relationship.
  • Behavioral Data: Your responses to questionnaires and assessments (e.g., the Financial Alignment Score (FAS)), which help us diagnose your starting point on The Financial Alignment Journey™.

B. Automatically Collected Information:

  • Usage Data: IP address, browser type, operating system, and pages viewed. This data is collected via tracking tools (like Google Analytics and the Meta Pixel) to measure website performance.

2. How We Use Your Information

We use the information we collect for the following purposes:

  • Service Delivery: To deliver personalized coaching sessions, track your progress through the 5-Phase Framework, and fulfill our contractual obligations.
  • Communication: To schedule appointments, send invoices, and deliver requested resources (like the Freedom Funnel or Legacy Builder Forecaster).
  • Marketing & Improvement: To retarget you with relevant ads (if you've visited our site) and analyze website traffic to improve the clarity and functionality of our services.
  • Legal Compliance: To comply with all applicable laws, regulations, and legal processes.

3. Data Confidentiality and Security

We take the security of your financial and personal data seriously.

  • Confidentiality: All client conversations and specific financial data shared during coaching sessions are maintained as confidential as outlined in your signed Coaching Agreement and are not shared with any third parties, except as required by law.
  • Security Measures: We use industry-standard encryption, secure cloud storage, and access controls to protect your data.

4. Disclosure of Information to Third Parties

We do not sell, trade, or rent your personal identification information to others. We may share generic aggregated demographic information (which is not linked to any personal identification information) with our business partners for analysis.

We may use trusted third-party service providers (like scheduling software, payment processors, or email marketing services) to help us operate our business. These third parties are bound by confidentiality agreements to use your data only for the purposes outlined by us.

5. Your Choices and Rights

You have the right to access, update, or request deletion of your personal data we have on file.

  • Opt-Out: You may opt out of receiving marketing or promotional emails from us by following the unsubscribe instructions included in those emails.
  • Data Access: To review or request changes to your personal data, please contact us using the information below.

6. Changes to this Privacy Notice

Cam Impact Financial Coaching reserves the right to update this Privacy Notice at any time. When we do, we will revise the "Effective Date" at the top of this page. We encourage you to check this page frequently for any changes.

7. Contact Us

If you have any questions about this Privacy Notice, the practices of this site, or your dealings with us, please contact us at:

Cam Impact Financial Coaching Email: jeanettec@camimpactfinancialcoaching.com Phone: 951-319-6068