Privacy policy

We are committed to protecting your privacy and maintaining the highest standards of data security. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you engage with our financial coaching and strategy services.

 
1. Collection of Personal Information
To provide personalized financial guidance and coaching, we collect a range of information directly from you, including:

Name and contact details
Financial background and income information
Debt, investment, and budgeting data
Any other relevant information necessary for strategy development
This information is collected through direct communication, secure forms, consultations, or interactions on our platform.

 
2. Use of Personal Information
Your personal information is used exclusively to:

Deliver tailored financial coaching and strategy sessions
Communicate effectively regarding services and updates
Enhance the quality and relevance of our offerings
Comply with applicable financial and privacy regulations
We do not sell or misuse your information. All usage remains consistent with your engagement and consent.

 
3. Disclosure to Third Parties
Your data may be shared with a limited number of trusted third-party partners only when necessary to:

Provide technology or platform-related services
Support financial analysis or customer service tools
Maintain secure infrastructure and client communications
All third-party providers are bound by confidentiality agreements and data protection standards equivalent to those outlined here.

 
4. Data Security & Retention
We take data security seriously and implement advanced safeguards to protect your personal information, including:

End-to-end encryption
Restricted access protocols
Regular security assessments and monitoring
Your data is retained only for as long as necessary to fulfill the purposes described in this policy or to meet legal and regulatory requirements.

 
5. Your Rights
You have the right to:

Access the personal data we hold about you
Request updates or corrections
Withdraw consent where applicable
Submit a data protection inquiry or concern
To exercise these rights, please contact our Privacy Compliance Office.

 
6. Consent and Policy Updates
By using Dave Ramsey Exclusive’s services, you consent to the practices outlined in this Privacy Policy. Updates may be made periodically to reflect changes in law or improvements to our services. Any revisions will be communicated through official channels.

 
Have Questions?
We welcome any questions or feedback regarding this policy. Your trust is our priority, and we are committed to upholding the confidentiality and integrity of your personal information.