Privacy Policy

Welcome to The Budget Company (“we,” “us,” or “our”). We respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our financial coaching services, or interact with us in any way.

By using our website or services, you agree to the terms of this Privacy Policy. If you do not agree, please discontinue use of our site and services.

We may collect the following types of information:

A. Personal Information

• Name, email address, phone number, and mailing address
• Financial details you voluntarily share during coaching sessions or assessments
• Payment information (processed securely through third-party payment providers)

B. Non-Personal Information

• Browser type, operating system, and device information
• Website usage data (pages visited, time on site, referring website)
• Cookies and analytics data (see “Cookies” section below)

We use the information we collect to:

• Provide, personalize, and improve our coaching services
• Communicate with you about appointments, updates, and offers
• Process payments and send invoices or receipts
• Respond to your inquiries or support requests
• Send newsletters or educational content (if you subscribe)
• Comply with legal, accounting, and regulatory obligations

We do not sell or rent your personal information.

We may share limited information with:

• Service providers who assist in business operations (e.g., payment processors, scheduling software, email platforms)
• Legal authorities, if required by law or to protect our rights, clients, or the public
• All third parties are required to protect your information and only use it for the purpose for which it was provided.

We retain your personal information only as long as necessary to fulfill the purposes outlined in this policy or as required by law. You may request that we delete your information at any time (see Section 8).

Our website may use cookies and similar technologies to improve your browsing experience and analyze site performance.

You can adjust your browser settings to refuse cookies, but some parts of our website may not function properly if you do.

Our services are not intended for individuals under 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. The updated version will include a revised “Last Updated” date and becomes effective when posted.

For privacy questions, concerns, or requests, contact:

The Budget Company Financial Coaching & Consulting

Email: info@thebudgetco.com

Phone: 401.492.6201

Website: www.thebudgetco.com