Privacy Policy
Protecting your private information is our priority. This Statement of Privacy applies to (INSERT YOUR BUSINESS LLC NAME) and explains what personal information we collect, what we do with it, what we don’t do with it, and how we keep it safe — and how you can manage your consent or restrict data collection and processing. For the purposes of this Privacy Policy, unless otherwise noted, all references to “site” or “sites” include (INSERT MAIN BUSINESS URL). These sites are information and reference sites or marketing applications, used for the purpose of generating leads for our business and potentially the businesses of our clients. By using our sites, you consent to the data practices described in this statement.
Collection of your Personal Information
Please keep in mind that if you directly disclose personally identifiable information or personally sensitive data through our sites, this information may be collected and used by others.
We only collect the minimum amount of data necessary to deliver an optimal experience to you. Your data comes from a variety of sources, including visitation behavior on our sites; engagement with us via phone, email, text, or Facebook Messenger ("Messenger"); preferences stored in browser cookies; advertisement engagement; and form data such as name, email address, mailing address, and preferences from forms on our sites or via our advertisements.
We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services available on our sites. These may include: (a) registering for an account on our sites; (b) entering a contest sponsored by us or one of our partners; (c) signing up for special offers from us or selected third parties; (d) sending us an email message. To witch we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.
SMS Information Collection and Use
Mobile Information Collection and Use:
We collect mobile phone numbers only from users who voluntarily provide them during consultation scheduling or client onboarding through our website opt-in forms. Mobile numbers are used solely for the SMS program you've subscribed to, including consultation reminders, onboarding updates, and strategic financial milestone notifications.
We do not sell, rent, or share your mobile information with third parties for marketing purposes. Information may be shared with authorized service providers who assist in message delivery and customer service only.
SMS Program Details:
- Program: Punch Financial Strategic Consultation Updates
- Message frequency: 2-4 messages per month maximum based on your consultation schedule and partnership status
- Fees: Message and data rates may apply (check with your carrier)
- Opt-out: Reply STOP to any message to unsubscribe immediately
- Help: Reply HELP to any message or contact +1 213-258-1266
Data Retention:
Mobile numbers are retained for the duration of your client relationship and until you opt-out or we discontinue the SMS service. You may request deletion of your mobile information by contacting [email protected].
Third-Party Sharing for SMS:
Mobile information is NOT shared with third parties for marketing purposes. Information may be shared with authorized service providers for operational purposes only, including:
- SMS delivery platforms for message transmission
- Customer service platforms for support purposes
- Analytics providers for service improvement (anonymized data only)
All service providers are bound by confidentiality agreements and are prohibited from using your personal information except to provide services to us.
Use of your Personal Information
We collect and use your personal information to operate our sites and deliver the services you have requested.
We may also use your personally identifiable information to inform you of other products or services available from us and our affiliates.
Sharing Information with Third Parties
We do not sell, rent, or lease customer information to third parties.
We may share data with trusted partners to help perform statistical analysis, send you voicemail, email or postal mail, send text or Messenger messages, provide customer support, or arrange for delivery of our services or products. All such third parties are prohibited from using your personal information except to provide these services to us, and they are required to maintain the confidentiality of your information.
We may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on us or our sites; (b) protect and defend our rights or property; and/or (c) act under exigent circumstances to protect the personal safety of users of our sites, or the public.
Tracking User Behavior
We may keep track of the websites and pages our users visit within our sites, in order to determine which services are the most popular. This data is used to deliver customized content and advertising within our sites or via phone, email, text, or Messenger to customers whose behavior indicates that they are interested in a particular subject area.
Automatically Collected Information
Information about your computer hardware and software may be automatically collected by us. This information can include things like: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of our sites.
Use of Cookies
Our sites may use “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.
One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize our pages, or register with our sites or services, a cookie helps our sites to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same site, the information you previously provided can be retrieved, so you can easily use the site features that you customized.
You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of our services or websites you visit.
External Links
Our sites contain links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.
Security of your Personal Information
We secure your personal information from unauthorized access, use, or disclosure. We use the following methods for this purpose:
• SSL Protocol
When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.
We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through our sites cannot be guaranteed.
Children Under Thirteen
We do not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.
E-mail Communications
From time to time, we may contact you via email for the purpose of providing education, announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.
If you would like to stop receiving marketing or promotional communications via email from us, you may opt out of such communications by clicking on the “unsubscribe” button at the bottom of any of our commercial emails.
External Data Storage Sites
We may store your data on servers provided by third party hosting vendors with whom we have contracted.
Changes to this Statement
We reserve the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our site, and/or by updating any privacy information on this page. Your continued use of our sites and/or services available through our sites after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.
Contact Information
We welcome your questions or comments regarding this Statement of Privacy. You can update your consent preferences, request a copy of all your personal data from us, make corrections to your data stored in our systems, or request the complete removal of all your personal data from our systems by contacting us at: