Privacy Policy

Your Privacy Matters

At The Budget Blueprint Coach, your privacy and data security are top priorities. Here's how we protect your information:

🔐 What We Collect

Transaction data: You’ll provide downloaded statement files (PDF, CSV, or Excel) from your financial institutions.

Budget goals & spending categories: This helps tailor your budget and financial plan.

Personal insights: Like financial goals or milestone events to be planned for.

We NEVER collect: Bank account numbers, Login credentials, Social Security Numbers

📤 How We Collect It

You’ll securely upload your transaction history via a protected file-sharing service (such as Google Drive or Box). You control the access.

🔒 How We Keep It Safe

All files are stored in password-protected environments.

No third-party apps are used for access.

Your data is never shared, sold, or used for anything beyond your personal financial planning.

💾 Retention

We retain your data only for the duration of our coaching engagement unless otherwise agreed upon.