Privacy Policy

1. Information We Collect

We may collect the following types of information when you book services, contact us, or interact with our business:

  • Personal Information such as name, address, e-mail address, and phone number.

  • Payment information (if applicable)

  • Financial Goals

  • Appointment Information

  • Financial documents voluntarily provided for coaching services, such as bank statements, credit card statements, budgeting worksheets, and debt information

  • Any photos or videos taken with your permission for educational, promotional, or marketing purposes, including but not limited to social media use

2. How We Use Your Information

We use your information to:

  • Schedule and deliver coaching services

  • Communicate with you about appointments and services

  • Send invoices and payment confirmations

  • Provide financial education and coaching

  • Improve our services and client experience

  • Send newsletters, promotions, or updates (only if you've opted in)

3. How We Protect Your Information

We take your privacy seriously and implement appropriate physical, technical, and administrative safeguards to protect your data from unauthorized access, disclosure, or misuse.

4. Sharing of Information

We do not sell, trade, or rent your personal information to third parties. We may share your information only when required by law or to process payments through trusted third-party processors.

5. Your Rights and Choices

You may request to review, update, or delete your personal information at any time by contacting us at nakea@risebudgeting.com. You can opt out of promotional emails or texts at any time by following the unsubscribe instructions.

6. Confidentiality and Client Information

Rise Budgeting understands that financial information is personal. Information shared during coaching sessions, through intake forms, or in documents provided for review is treated as confidential and used solely for the purpose of providing coaching and educational services.

Rise Budgeting will not share client information with third parties except as required by law or with the client's written permission.

7. Financial Documents

Certain coaching services may require clients to voluntarily provide financial documents, including bank statements, credit card statements, debt information, or budgeting worksheets. These materials are reviewed solely for educational and coaching purposes and are not shared except as required by law or with the client's written permission.

8. Children's Privacy

Rise Budgeting does not knowingly collect information from children under 13. If we discover that such data has been collected, we will promptly delete it.

9. Changes to This Policy

We may update this Privacy Policy as our services grow or laws change. Updates will be posted on our website and communicated when necessary.

9. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact:

Rise Budgeting Email: nakea@risebudgeting.com Mailing Address: PO BOX 4491 Killeen, Texas 76540