PRIVACY POLICY

Effective Date: March 3rd, 2025

Lifestyle Ownership (“we,” “our,” “us”) values your trust and is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and share information when you visit our website, use our services, or interact with us online.

1. Information We Collect

We may collect the following types of information:

a. Personal Information You Provide

• Name, email address, phone number, and mailing address

• Payment information when purchasing services

• Information provided through forms, surveys, or consultations

• Any content you share with us during coaching or financial planning sessions

b. Automatically Collected Information

When you visit our website, we may collect data automatically, including:

• IP address and device information

• Browser type, operating system, and referring URLs

• Website usage data (pages visited, time spent, clicks)

• Cookies and similar tracking technologies

c. Sensitive Financial Data

As a financial consulting brand, we may collect limited financial details you voluntarily share (e.g., income range, goals, or budgeting details). This information is used only for consultation purposes and is kept strictly confidential.

2. How We Use Your Information

We use collected information to:

• Provide, personalize, and improve our services

• Respond to inquiries, schedule consultations, and deliver resources

• Process payments and maintain billing records

• Send marketing communications (with your consent)

• Comply with legal, tax, and regulatory requirements

• Monitor website performance and security

3. Sharing of Information

We do not sell your personal data. We may share information only in the following circumstances:

• With service providers who help us operate our website, payment systems, or analytics tools

• For legal reasons, if required by law, court order, or to protect our legal rights

• In business transfers, if Lifestyle Ownership is acquired or merged with another entity

4. Cookies & Tracking Technologies

Our website uses cookies and similar technologies to enhance user experience. Cookies help us:

• Remember your preferences

• Improve site performance

• Analyze usage trends
  You may disable cookies in your browser settings, though some website features may not function properly.

5. Data Security

We implement appropriate technical, administrative, and physical safeguards to protect your information against unauthorized access, alteration, or disclosure. However, no online transmission or storage system is 100% secure, and we cannot guarantee absolute security.

6. Your Privacy Rights

Depending on your location, you may have the following rights:

• Access & Correction – Request a copy of your information or update inaccuracies

• Deletion – Request that we delete your personal data (subject to legal and contractual obligations)

• Opt-Out of Marketing – Unsubscribe from promotional emails anytime by clicking “unsubscribe” or contacting us directly

• California Residents (CCPA) – You have the right to request disclosure of data collected, opt out of data sales (we do not sell data), and request deletion of personal information

• EU/EEA Residents (GDPR) – You have the right to data portability, restriction of processing, and to lodge complaints with your local Data Protection Authority

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce agreements.

8. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of external sites. We encourage you to review their privacy policies.

9. Children’s Privacy

Our services are not directed toward individuals under 18. We do not knowingly collect information from children. If we become aware of such data, we will delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with the “Effective Date” revised. We encourage you to review this policy regularly.

11. Contact Us

If you have any questions or requests regarding this Privacy Policy, please contact us:

Lifestyle Ownership
Email: carlos@lifestyleownership.org