Privacy Policy

This Privacy Policy explains how Budget Coach Brett ("I," "me," "my"), operating under Brett Schaffner, LLC, collects, uses, and protects your personal information when you visit budgetcoachbrett.com (the "Site"), sign up for my emails, book a call, or join my online community.

If you have questions, you can contact me using the Contact page.

What I collect

Information you provide

I may collect personal information you choose to share, including:

Contact details (first name, last name, email address, phone number)
Billing information (only what is required to process payment with our payment processor)
Booking information when you schedule a call (and any details you include in the booking form)
Messages you send through my contact form
Community information if you join my membership community (profile details you choose to share, posts/comments you make, and messages within the community)

Information collected automatically

When you visit my Site, some information may be collected automatically, such as:

IP address and general location (city/region)
Device and browser type
Pages viewed and time spent on Site
Referring website/links
Cookies and similar tracking technologies (see "Cookies" below)

How I use your information

I use your information to:

Respond to inquiries and messages
Send emails/newsletters you opted into
Provide access to my membership community (if applicable)
Schedule and manage calls and appointments
Improve the Site (analytics, troubleshooting, and performance)
Maintain Site security and prevent spam or abuse
Comply with legal obligations when required

I do not sell your personal information.

Testimonials and shared stories

I may share client experiences, wins, or feedback as testimonials or examples of transformation in my marketing (for example, on my website, emails, or social media).

Anonymous sharing: I may share your story in an anonymous way (for example, without your name and with identifying details removed or changed).
Named sharing: If I want to share your name, photo, or any details that could reasonably identify you, I will only do so with your written consent.

If you ever change your mind about a testimonial you've provided, you can contact me using the Contact page and I will stop using it in future materials within a reasonable timeframe. I will also provide a reasonable effort to remove any requested testimonials from online materials.

Email and marketing communications

If you join my mailing list, I'll send you emails related to budgeting/spending plans, coaching updates, and occasional offers.

You can unsubscribe anytime using the link at the bottom of any email. You can also contact me via the Contact page to be removed.

Booking calls

If you schedule a call through my booking page, your information is collected and stored by my scheduling provider.

This may include details like your name, email, appointment time, and anything you include in the intake form.

Payments

If you purchase an online group coaching membership or private coaching, payments are processed through a third-party payment processor, Stripe. I do not store your full payment card information.

They handle payment information according to their own privacy policies.

Group Coaching membership platform

If you join the Money Mindset Club or any community space, your information may be processed by the platform used to host that community.

Your profile details, posts, comments, and messages may be visible to other members depending on your community settings.

Cookies and tracking

Cookies are small files stored on your device that help websites work properly and understand how visitors use the site.

I may use cookies for:

Site functionality
Analytics (understanding what content is helpful and how the site is used)
Security (spam prevention)

You can control cookies in your browser settings. If you disable cookies, some parts of the Site may not work as expected.

Sharing your information

I share personal information only when needed to operate my business, including with:

Email marketing providers
Scheduling providers
Payment processors
Community platform providers
Website hosting and security providers
Analytics providers

These providers are given access only to what they need to perform their services.

I may also share information if required to comply with the law and enforce policies.

How long I keep your information

I keep personal information ony as long as needed to:

communicate with you
provide services you requested
comply with legal and accounting requirements
resolve disputes or enforce agreements

You can ask me to delete your information (see "Your choices" below), except where I'm legally required to retain it.

Your choices and rights

Depending on where you live, you may have the right to:

request access to personal information I hold about you
request correction of inaccurate information
request deletion of your information
object to or restrict certain processing
withdraw consent (for example, unsubscribe from emails)

To make a request, use the Contact page.

International visitors

If you access the Site from outside the country where my business is based, your information may be processed in countries where my service providers operate. Those countries may have different data protection laws than your location.

Children's privacy

This Site is not intended for children under 18, and I do not knowingly collect personal information from minors. If you believe a child has provided personal information, contact me using the Contact page and I will remove it.

Security

I take reasonable steps to protect personal information, but no method of transmission or storage is 100% secure. Please avoid sending sensitive personal information through forms or email.

Changes to this policy

I may update this Privacy Policy from time to time. The "Last updated" date will reflect the most recent changes.

Contact

If you have any questions or requests related to this Privacy Policy, contact:

Brett Schaffner (Budget Coach Brett)

Contact: budgetcoachbrett.com/contact

Website: budgetcoachbrett.com

Last updated

1 February 2026