Effective Date: February 21, 2026 | Last Updated: February 21, 2026
When you work with Start Doing Well, you're trusting us with something deeply personal — your financial life. We understand this is a significant responsibility and we're committed to being transparent about the information we collect, why we collect it, and how you can manage it.
This Privacy Policy is meant to help you understand what information we collect, why we collect it, and how you can update, manage, export, and delete your information. It applies when you visit startdoingwell.com, book a consultation, enroll in coaching services, or subscribe to our newsletter.
If you have questions about this Privacy Policy, you can contact us at team@startdoingwell.com.
We want you to understand the types of information we collect when you use our services. The information Start Doing Well collects, and how it is used, depends on how you engage with us and the choices you make.
When you schedule a free consultation or sign up for coaching services, you provide us with personal information such as your name, email address, and phone number. You may also choose to share your financial background, goals, and concerns during this initial conversation.
As part of our financial life coaching services, you may share sensitive financial documents and data with us, including:
This financial information is used exclusively to deliver your personalized financial plan, budget, and coaching — and for no other purpose.
When you contact us by email, SMS, phone, or through our website forms, we collect the content of your communications and your contact details. We keep a record of these communications to help us provide and improve our services.
If you subscribe to our newsletter or request free resources, we collect your email address and, if provided, your name. You can unsubscribe at any time using the link in any email we send.
When you visit our website, we collect information about the browser, device, and operating system you use, along with your IP address, the pages you visit, and how long you spend on each page. This helps us understand how our site is being used and where we can improve.
We use cookies, pixels, and similar tracking technologies — including Google Analytics and Facebook Pixel — to collect information about your activity on our site. This includes:
You can control cookie settings through your browser. Disabling cookies may limit some features of our website.
If you interact with us on social media platforms such as Instagram, YouTube, LinkedIn, Facebook, TikTok, Reddit, or X (Twitter), those platforms may share information about your interaction with us in accordance with their own privacy policies.
We use the information we collect to deliver and continually improve our financial life coaching services. Specifically, we collect and use your data to:
We use your personal and financial information to provide personalized financial coaching sessions, create customized financial plans and budgets, and conduct monthly bookkeeping on your behalf.
We use your contact information to confirm bookings, send appointment reminders, and manage your coaching schedule through our scheduling platform.
We use your contact information — including email and, with your consent, your phone number — to send you updates about your coaching engagement, educational content, and service-related communications.
If you have opted in, we use your email address to send our newsletter and financial wellness resources. You can opt out at any time.
We analyze how people use our website and services — including which content is most useful — to improve our coaching offerings, website experience, and educational resources.
We use information to detect, prevent, and respond to fraudulent activity, security threats, and technical issues that could harm our business or clients.
We may use and retain your information as necessary to comply with applicable laws, regulations, and legal processes.
You have meaningful choices about the information we collect and how it is used. Below are the key controls available to you.
You can review and update the personal information you have provided to us at any time by contacting us at team@startdoingwell.com. We will respond to all requests within a reasonable timeframe.
You can opt out of our marketing emails at any time by clicking the "Unsubscribe" link at the bottom of any email we send. You will continue to receive transactional messages (such as appointment confirmations) as long as you are an active client.
If you have opted in to receive SMS messages from us, you can opt out at any time by replying STOP to any text message. For help, reply HELP or contact us at team@startdoingwell.com.
You can control or block cookies through your browser settings. Please note that disabling cookies may affect the functionality of our website.
You may request a copy of the personal information we hold about you at any time. To do so, contact us at team@startdoingwell.com and we will provide your data in a commonly used, readable format.
You may request deletion of your personal information. We will honor such requests subject to any legal, regulatory, or contractual obligations that require us to retain certain records. To submit a deletion request, contact us at team@startdoingwell.com.
We do not sell your personal information. We share your information only in the limited circumstances described below.
We will share your personal information outside of Start Doing Well only with your explicit consent. We will always ask before sharing any sensitive personal or financial information.
We share information with trusted third-party vendors who help us operate our business. These include scheduling software (Calendly), email marketing platforms, payment processors, and cloud storage providers. All service providers are contractually required to keep your information confidential and use it only to perform services on our behalf.
We may disclose your information if we have a good-faith belief that doing so is reasonably necessary to:
If Start Doing Well is involved in a merger, acquisition, or sale of assets, we will ensure your information continues to be protected under terms consistent with this Privacy Policy. We will notify you via email and/or a prominent notice on our website before your information is transferred or becomes subject to a different privacy policy.
Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
We build security into our services to protect your information. We understand that the financial data you share with us is particularly sensitive, and we apply appropriate technical and organizational safeguards including:
We work to protect our clients and Start Doing Well from unauthorized access, alteration, disclosure, or destruction of information we hold. However, no system is completely secure, and we cannot guarantee absolute security. If you believe your information has been compromised, please contact us immediately at team@startdoingwell.com.
You are in control of your information. You can request to export or delete your data at any time.
Contact us at team@startdoingwell.com with the subject line "Data Export Request." We will provide a copy of the personal information we hold about you in a commonly used, readable format within 30 days.
Contact us at team@startdoingwell.com with the subject line "Data Deletion Request." We will delete your personal information from our active systems, subject to any records we are legally or contractually required to retain.
Please note that deleting your information may affect our ability to provide ongoing services to you.
We retain your personal and financial information for as long as necessary to provide our services and fulfill the purposes described in this Privacy Policy. When determining how long to retain information, we consider:
When information is no longer needed, we securely delete or anonymize it. If you request deletion of your data, we will comply as described in the section above, subject to any required retention obligations.
We regularly review this Privacy Policy and our data practices to ensure they are consistent with applicable laws and regulations. Where required, we cooperate with data protection authorities.
If you are a California resident, you have specific rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information is collected about you, the right to delete your personal information, and the right to opt out of the sale of your personal information. We do not sell personal information. To exercise your California privacy rights, contact us at team@startdoingwell.com.
Our services are intended for adults aged 18 and older. We do not knowingly collect personal information from children under 13. If we become aware that we have inadvertently collected information from a child under 13, we will take prompt steps to delete it.
Our text messaging practices comply with applicable carrier regulations, including A2P 10DLC requirements. We maintain records of your SMS opt-in consent and honor all opt-out requests promptly. Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
This Privacy Policy applies to all services offered by Start Doing Well at startdoingwell.com and through our coaching programs. It does not apply to third-party websites, services, or applications that we link to, even if they are accessed through our website. We encourage you to review the privacy policies of any third-party services you use.
We may update this Privacy Policy from time to time. When we do, we will update the "Last Updated" date at the top of this document and post the new version on our website. For significant changes, we will provide additional notice — such as an email notification or a prominent banner on our site. Your continued use of our services after any changes constitutes your acceptance of the updated policy.
If you have questions, concerns, or requests about this Privacy Policy or how we handle your data, please reach out:
Start Doing Well
Website: startdoingwell.com
Email: team@startdoingwell.com
Booking: calendly.com/startdoingwell/intro
