Privacy Policy – Financial Coaching Services
Effective Date: March 2026
Thank you for trusting And Finally Finance with your financial coaching needs. Your privacy is important, and this policy explains how your information is collected, used, and protected.
Information Collected
When you engage with our services, the following information may be collected:
Name
Email address
Phone number
Billing and payment information
Financial information voluntarily provided (e.g., income, expenses, goals, debts)
Any additional information you choose to share during coaching sessions, workshops, forms, or communications
How Your Information Is Used
Your information is used solely for purposes related to providing financial coaching services, including:
Scheduling and managing coaching sessions or workshops
Communicating with you about services, updates, and resources
Delivering personalized financial education and guidance
Processing payments and maintaining records
Sending newsletters, tips, or information about additional services (you may opt out at any time)
Information Sharing
Your information will not be sold, rented, or shared with third parties for marketing purposes.
Your information may be shared only when necessary to operate the business, such as:
Payment processors
Scheduling or client management platforms
Email service providers
All third-party providers are expected to maintain appropriate data protection standards.
Confidentiality of Financial Information
Any financial information you share during coaching sessions or workshops is kept confidential and used solely to provide guidance and support.
Disclaimer
Financial coaching services are provided for educational and informational purposes only.
And Finally Finance does not provide financial, investment, tax, or legal advice, and does not act as a licensed financial advisor, accountant, or attorney.
All decisions made based on coaching sessions, materials, or recommendations are the sole responsibility of the client. You are encouraged to consult with a qualified licensed professional for advice specific to your financial situation.
Data Security
Reasonable administrative, technical, and physical safeguards are used to protect your personal information. However, no method of transmission over the internet or electronic storage is completely secure.
Data Retention
Your information is retained only as long as necessary to provide services and fulfill business or legal obligations, unless you request deletion.
Your Choices
You may:
Opt out of marketing or promotional communications at any time
Request access to the information held about you
Request corrections or deletion of your personal data
To make a request regarding your personal information, please contact: privacy@andfinallyfinance.com
We will respond to all requests within a reasonable timeframe.
Cookies and Website Usage (if applicable)
If you visit our website, basic data such as IP address, browser type, and pages visited may be collected to improve user experience. Cookies may be used for functionality and analytics.
Updates to This Policy
This Privacy Policy may be updated periodically. Any changes will be posted with a revised effective date.
Contact
If you have any questions about this policy or how your information is used, please contact:
And Finally Finance
privacy@andfinallyfinance.com
Acknowledgment
By using our services, you acknowledge and agree to this Privacy Policy.