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Privacy Policy

Last Updated: January 20, 2026

1. INTRODUCTION & SCOPE

1.1. Company Overview

Guided Legacy Coaching, LLC (“Company,” “we,” “us,” or “our”) is a Florida limited liability company providing specialized coaching services. We are committed to protecting the privacy and security of your personal information.

1.2. Policy Application

This Privacy Policy applies to all information collected through our website, www.guidedlegacycoaching.com (the “Site”), all related subdomains, our coaching services (“Services”), and any related communications, whether electronic, telephonic, or written.

1.3. Services Description

Our Services involve in-depth, transformative coaching in three primary domains: (i) Marriage Support & Relationship Restoration; (ii) Career Progression & Job Enhancement; and (iii) Parental Guidance & Family Relationships. This work necessitates the sharing of sensitive personal information, which we treat with the highest degree of confidentiality and ethical responsibility.

1.4. Consent & Agreement

By accessing the Site, submitting information, enrolling in, or participating in our Services, you expressly consent to the data collection, use, disclosure, and retention practices described in this Privacy Policy. If you do not agree, you must immediately cease use of the Site and Services.

1.5. Policy Updates

We reserve the right to modify this Privacy Policy at any time. Material changes will be communicated by posting the revised policy on the Site with an updated “Last Updated” date and may be notified via email for active clients. Your continued use after such changes constitutes acceptance.

2. INFORMATION COLLECTION PRACTICES

2.1. Information You Provide Directly (Voluntary Submission)

  • Identity & Contact Data: Full legal name, email address, telephone number(s), physical mailing address, and emergency contact information.
  • Professional & Biographical Data: Occupation, employer, career history, educational background, and professional goals.
  • Coaching Intake & Assessment Data: Comprehensive questionnaires, self-assessments, and preliminary discussions detailing personal history, relationship dynamics, family structures, behavioral patterns, emotional challenges, and specific coaching objectives.
  • Session Data & Progress Notes: Verbatim notes, audio recordings (where made with explicit consent), transcripts, action plans, completed worksheets, and progress tracking data generated during one-on-one or group coaching sessions.
  • Financial & Transaction Data: Billing address, payment method metadata (e.g., last four digits of card, processor used), invoice history, and payment plan details. We do not store full payment card numbers or CVV codes.
  • Communication Data: The content of emails, contact form submissions, direct messages, and feedback forms.
  • Marketing Preferences: Subscription status, communication preferences, and interests indicated for receiving newsletters, promotional offers, and educational content.

2.2. Information Collected Automatically (Passive Collection)

  • Digital Footprint & Log Data: IP address, browser type and version, operating system, device type and identifiers (e.g., UUID), screen resolution, language preferences, and referring/exit URLs.
  • Usage & Interaction Data: Pages visited, time spent on pages, click-through patterns, heatmap data, scroll depth, session frequency and duration, and Site search queries.
  • Location Data: Generalized geographic location derived from IP address
  • Cookies & Tracking Technologies: As detailed in our separate Cookie Policy, we utilize first-party and third-party cookies, web beacons, pixels, and session replay technologies for essential functionality, performance analytics, and targeted advertising. You may control these settings via your browser or our consent management platform.

2.3. Information from Third-Party Sources

  • Payment Processors: Transaction confirmation data from Stripe, PayPal, or other PCI-compliant processors.
  • Scheduling Platforms: Data from Calendly or similar tools used for appointment booking.
  • Social Media & Advertising Platforms: Limited demographic or interest data from platforms like Meta or Google when you interact with our ads or content, subject to their privacy policies.
  • Referral Partners: Non-sensitive contact information from professional partners, provided with your implied or express consent.

3. USE OF INFORMATION: PURPOSES & LEGAL BASES

3.1. Primary Purposes

  • Service Delivery & Contract Fulfillment: To execute the coaching agreement, provide personalized sessions, develop customized strategies, deliver program materials, and administer your enrollment.
  • Client Support & Communication: To respond to inquiries, send administrative alerts (appointment reminders, policy changes), provide technical support, and deliver requested resources.
  • Personalization & Improvement: To tailor coaching content to your specific needs, adapt methodologies, and continuously improve the quality, relevance, and effectiveness of our Services and Site.
  • Community & Group Dynamics: To facilitate introductions, manage group interactions, and foster a supportive peer environment within group coaching programs.

3.2. Secondary Purposes

  • Business Analytics: To analyze aggregated, anonymized data for business intelligence, market research, and strategic development.
  • Marketing & Promotions: To send newsletters, promotional offers, and information about new services, where you have opted in. We may use your data to create targeted advertising audiences on social media platforms.
  • Security & Fraud Prevention: To monitor for and prevent fraudulent activity, unauthorized access, and other security threats.
  • Legal & Regulatory Compliance: To comply with applicable federal, state, and local laws, including tax reporting, consumer protection regulations, and responses to lawful subpoenas or court orders.

3.3. Legal Bases for Processing (GDPR/International Compliance)

  • Performance of a Contract (Article 6(1)(b)): Processing necessary to fulfill our coaching agreement with you.
  • Legitimate Interests (Article 6(1)(f)): Processing for our legitimate business interests, such as direct marketing, fraud prevention, and network security, provided these interests are not overridden by your fundamental rights.
  • Consent (Article 6(1)(a) & Article 9(2)(a)): For sending marketing communications and for processing special categories of sensitive data (e.g., details about marriage, mental wellbeing) explicitly shared during coaching. Consent can be withdrawn at any time.
  • Legal Obligation (Article 6(1)(c)): Processing required to comply with our legal and regulatory responsibilities.

4. INFORMATION SHARING & DISCLOSURE

4.1. Strict Confidentiality Principle

Client session content and sensitive personal data are held in strict confidence. We operate under a “need-to-know” principle for internal access.

4.2. Categories of Recipients

Internal Team: Your primary coach and necessary administrative personnel who require access to manage scheduling, billing, and client support.

Bound Third-Party Service Providers (Data Processors):

  • Cloud hosting providers (e.g., AWS, SiteGround)
  • CRM and email marketing platforms (e.g., ConvertKit, Mailchimp)
  • Video conferencing tools (e.g., Zoom, Google Meet)
  • Project management and document storage (e.g., Google Workspace, Notion)
  • Analytics and advertising platforms (e.g., Google Analytics, Meta Pixel)

All processors are under contractual obligation to maintain confidentiality and implement appropriate security measures.

4.3. Legal & Safety Disclosures

We may disclose information if we believe it is reasonably necessary to: (a) comply with any applicable law, regulation, legal process, or governmental request; (b) protect the security or integrity of our Services; (c) protect the Company, our clients, or the public from harm or illegal activities; or (d) respond to an emergency involving danger of death or serious physical injury.

4.4. Business Transfers

In the event of a merger, acquisition, reorganization, bankruptcy, or sale of some or all of our assets, your information may be transferred as a business asset. We will notify you via email and/or a prominent notice on our Site of any such change in ownership or control.

4.5. Aggregated & Anonymized Data

We may share aggregated, non-personally identifiable information publicly and with our partners for industry analysis, demographic profiling, and other legitimate business purposes.

5. DATA RETENTION & DELETION

5.1. Retention Schedule

  • Active Client Records: Retained for the duration of the coaching relationship plus seven (7) years following the last session, for legal liability, tax, and continuity-of-care purposes.
  • Financial & Transaction Records: Retained for seven (7) years to comply with accounting and tax regulations.
  • Marketing & Prospect Data: Retained until you unsubscribe or for three (3) years after last active engagement, whichever comes first.
  • Website Analytics Data: Retained for up to 26 months in a form that is not personally identifiable.
  • Session Recordings (if applicable): Retained for 90 days for coach review and training, then permanently deleted, unless longer retention is explicitly agreed upon for your benefit.

5.2. Deletion Process

Upon expiry of the retention period, data is securely deleted using industry-standard methods (e.g., secure erasure for digital files, shredding for physical documents). Backups containing the data may be retained for a limited additional period but are isolated from active processing systems.

6. DATA SUBJECT RIGHTS & REQUESTS

6.1. Summary of Rights

Depending on your jurisdiction (e.g., California, EU, UK, Canada), you may have the following rights:

  • Right to Know/Access: Request a copy of the specific personal information we have collected about you.
  • Right to Data Portability: Request your data in a structured, commonly used, machine-readable format.
  • Right to Correction/Rectification: Request correction of inaccurate or incomplete data.
  • Right to Deletion/Erasure: Request deletion of your personal information, subject to certain exceptions.
  • Right to Restrict Processing: Request a temporary halt to processing of your data under certain conditions.
  • Right to Object to Processing: Object to processing based on legitimate interests or for direct marketing.
  • Right to Opt-Out of Sale/Sharing (CCPA/CPRA): We do not sell personal information as traditionally defined. However, you may opt-out of the “sharing” of your data for cross-context behavioral advertising via our Cookie Preference Center.
  • Right to Non-Discrimination: Exercise your rights without receiving discriminatory treatment.

6.2. Submitting a Request

To exercise any right, please submit a verifiable request to us at support@guidedlegacycoaching.com.

  • Verification: We will require you to provide sufficient information to verify your identity (typically matching information we already hold). We may deny a request if we cannot verify your identity.
  • Authorized Agents: You may use an authorized agent. We require signed written permission from you and will still verify your identity directly.
  • Response Timeline: We aim to respond within 45 days of receiving a verifiable request. We may extend this period by an additional 45 days with prior notification and reason.

7. DATA SECURITY MEASURES

7.1. Security Framework

We implement a layered security approach incorporating administrative, technical, and physical safeguards designed to protect data from unauthorized access, destruction, use, modification, or disclosure.

7.2. Specific Measures Include

  • Encryption: Data is encrypted in transit (TLS 1.2+) and at rest (AES-256) for sensitive information.
  • Access Controls: Strict role-based access controls (RBAC), mandatory strong password policies, and multi-factor authentication (MFA) for administrative systems.
  • Network Security: Firewalls, intrusion detection/prevention systems, and regular security audits.
  • Vendor Management: Due diligence and contractual data protection agreements with all third-party processors.
  • Incident Response Plan: A formal plan to detect, respond to, and recover from data security incidents.

7.3. Breach Notification

In the unlikely event of a confirmed data breach involving your personal information, we will notify you and relevant regulatory authorities as required by applicable law (e.g., within 72 hours under GDPR if there is a high risk to rights and freedoms).

8. INTERNATIONAL DATA TRANSFERS

8.1. Primary Processing Location

Our operations are based in the United States. By using our Services, you consent to the transfer, processing, and storage of your information in the U.S.

8.2. Cross-Border Transfers

When we transfer personal data from the European Economic Area (EEA), UK, or Switzerland to the U.S., we rely on appropriate safeguards, such as the European Commission’s Standard Contractual Clauses (SCCs) or the UK International Data Transfer Agreement (IDTA), in conjunction with robust technical and organizational measures to protect the data.

9. SPECIAL PROVISIONS FOR SENSITIVE DATA

9.1. Heightened Protection

We recognize that information concerning your marital relationship, mental and emotional wellbeing, family conflicts, and career challenges constitutes sensitive data. We process this data only with your explicit, affirmative consent, and it is afforded the highest level of technical and organizational security.

9.2. Limited Use

Sensitive data is used exclusively for the direct purpose of providing your coaching services and is never used for secondary marketing purposes without obtaining separate, explicit consent.

10. CHILDREN'S PRIVACY

Our Site and Services are directed to and intended for use only by adults aged 18 and over. We do not knowingly collect personal information from children under 18. If you are a parent or guardian and believe your child has provided us with information, please contact us to request deletion.

11. THIRD-PARTY LINKS

Our Site may contain links to other websites (e.g., recommended resources, partner sites). This Privacy Policy applies only to our Services. We are not responsible for the privacy practices of other sites. We encourage you to read the privacy policy of any website you visit.

12. DO NOT TRACK SIGNALS

We do not currently respond to Do Not Track (DNT) browser signals due to the lack of a standardized industry approach. You can manage tracking preferences through our Cookie Preference Center or your individual browser settings.

13. CONTACT INFORMATION & REGULATORY AUTHORITY

13.1. Privacy Inquiries

For all privacy-related inquiries, requests, or to lodge a complaint, please contact our Data Protection Officer (DPO) at:

Guided Legacy Coaching, LLC
Attn: Data Protection Officer
Email: support@guidedlegacycoaching.com
Online Form: www.guidedlegacycoaching.com/contact

13.2. EU/UK Representative

While we are not formally required to appoint an EU/UK representative based on our current processing activities, we address all international inquiries directly via the contact above.

13.3. Supervisory Authority

You have the right to lodge a complaint with a supervisory authority in your jurisdiction, but we encourage you to contact us first to resolve any concern.