Privacy Policy – TruePath Wealth Coaching

Last Updated: February 20, 2025

 

TruePath Wealth Coaching ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you use our website, schedule a consultation, or engage with our services.

 

1. Information We Collect

 

We collect the following information from clients:

 

  • Personal Information: Name, email, phone number, and any details you provide through our contact form, scheduling a consultation, or booking a session via Calendly.
  • Billing Information: Payment details when purchasing services, processed securely through Stripe.
  • Service-Related Information: Any financial data voluntarily provided by clients (e.g., income, expenses, and relevant details) necessary to deliver personalized financial coaching services.
  • Technical Information: Website usage data, including cookies and analytics, collected through Google tools for site performance and service improvement.

 

2. How We Use Your Information

 

We use the collected information to:

Schedule and manage consultations and coaching sessions.

Process payments and billing transactions securely through Stripe.

Provide personalized financial coaching services based on the client's needs.

Improve our website experience and service offerings through analytics.

Respond to inquiries and customer support requests.

Maintain compliance with legal and regulatory obligations.

We do not store or retain sensitive financial data beyond what is needed for our coaching sessions.

 

3. Third-Party Services We Use

 

To operate our business efficiently, we utilize the following third-party tools and platforms:

 

  • HubSpot – Manages contact forms and CRM.
  • Stripe – Processes payments and billing securely.
  • QuickBooks – Records financial transactions (without storing client financial data).
  • Calendly – Manages appointment scheduling.
  • Google Tools – Used for analytics and business operations.
  • Other Online Tools & Applications – Used for business efficiency, as needed.

 

These third parties have their own privacy policies governing how they handle your data. We recommend reviewing their policies for more information.

 

4. Data Security & Protection

 

We take appropriate technical and organizational measures to safeguard your personal data. This includes:

 

Secure payment processing via Stripe (we do not store credit card details).

Restricted access to client information within our systems.

Encryption and security protocols for data transfers.

Compliance with applicable privacy laws and regulations.

 

5. Client Rights & Data Requests

 

You have the right to:

 

  • Request access to the personal information we have about you.
  • Request correction or deletion of your personal data.
  • Withdraw consent for us to use your data, subject to legal and contractual obligations.

 

To exercise these rights, contact us via our website contact form or the contact information listed below.

 

6. Cookies & Tracking Technologies

 

Our website may use cookies and tracking technologies to improve user experience and analyze website performance. You can adjust your browser settings to manage cookie preferences.

 

7. Compliance & Legal Requirements

 

We comply with applicable privacy laws, including California Consumer Privacy Act (CCPA) and General Data Protection Regulation (GDPR) where applicable.

 

8. Contact Us

 

If you have any questions about this Privacy Policy or how we handle your information, please contact us:

 

📧 Email: info@truepathwc.com
📞 Phone: 562-643-7435
🌐 Website: https://truepathwc.com

 

9. Changes to This Policy

 

We may update this Privacy Policy from time to time. Any changes will be posted on this page with the last updated date at the top. We encourage you to review this policy periodically.