Legal Disclaimer
The information and services provided by Waterfall Financial Planning & Coaching are for educational and coaching purposes only and should not be considered legal, or investment advice. While we make every effort to provide accurate and up-to-date information, we make no warranties or representations regarding the accuracy, reliability, or completeness of the content provided. By using our services and website, you agree that Waterfall Financial Planning & Coaching shall not be held liable for any decisions or actions you take based on the information provided.
At Waterfall Financial Planning & Coaching, your privacy is very important to us. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you use our services or website.
1. Information We Collect
We may collect personal information such as your name, email address, phone number, financial details, and other information you voluntarily provide when booking services, filling out forms, or communicating with us.
2. How We Use Your Information
Your information is used to:
- Provide financial planning, coaching, and tax services.
- Process payments and maintain accurate records.
- Communicate with you about appointments, services, or resources.
- Improve our website, services, and client experience.
3. Sharing of Information
We do not sell or rent your personal information. We may share your data only with trusted third-party service providers (such as payment processors or software platforms) as needed to deliver services. Information may also be disclosed if required by law or legal process.
4. Data Security
We implement appropriate administrative, technical, and physical safeguards to protect your information. While we take reasonable steps to secure your data, no online transmission or storage can be guaranteed 100% secure.
5. Client Confidentiality
All financial and personal information shared during coaching, tax preparation, or debt management services is treated with strict confidentiality, in accordance with professional and legal standards.
6. Your Rights
You have the right to request access, correction, or deletion of your personal information. To make such requests, please contact us at [insert contact email].
7. Cookies and Website Usage
Our website may use cookies or analytics tools to improve user experience. You can adjust your browser settings to refuse cookies, but some site features may not function properly.