LEVEL UP MY FINANCES PRIVACY POLICY

Last Updated: September 14, 2026

This Privacy Policy describes how LEVEL UP MY FINANCE (“LEVEL UP MY FINANCE,” “we,” “us,” or “our”) collects, uses, discloses, and protects your personal information when you visit our website, enroll in our educational programs, or interact with our services.

By accessing or using our services, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Educational Nature of Services

LEVEL UP MY FINANCE is an educational platform dedicated to providing financial literacy, instructional materials, and self-guided learning. We do not provide personalized investment, legal, tax, or formal financial advisory services. Any information provided during user intake, course modules, or consultations is utilized strictly to deliver tailored educational content and operational communications.

2. Information We Collect

We collect information that identifies, relates to, or could reasonably be linked with you ("Personal Data").

A. Information You Provide Directly

• Contact & Profile Data: Full name, email address, phone number, and physical mailing address (such as 6412 Braeburn Dr, North Lauderdale, FL 33068) when you register, book an appointment, or fill out a form.

• Educational Background & Goals: Declarative information regarding your financial knowledge level, learning objectives, or broad interest areas submitted during intake.

• Communications: Content of messages, feedback, or inquiry forms sent directly to our team.

B. Information Collected Automatically

• Device & Usage Data: IP address, browser type, operating system, referring URLs, pages viewed, time spent on pages, and standard web log data.

• Cookies & Tracking Technologies: We use cookies, pixels, and localized storage to maintain user sessions, analyze site performance, and improve navigation.

C. Payment Information

All payments for educational materials, courses, or events are processed securely through PCI-DSS-compliant third-party payment processors (e.g., Stripe, PayPal). We do not collect, process, or store credit card numbers or sensitive banking credentials on our servers.

3. How We Use Your Information

We use the information we collect for the following operational and business purposes:

• To deliver, maintain, and personalize our financial education courses and content.

• To schedule appointments, manage client accounts, and process transactions.

• To send administrative updates, appointment reminders, and service notifications.

• To respond to inquiries and provide ongoing customer support.

• To analyze usage trends and optimize our website design and performance.

• To comply with applicable legal obligations and prevent fraudulent activity.

4. Text Messaging & SMS Communications (A2P 10DLC Compliance)

If you opt-in to receive mobile updates or appointment reminders via SMS:

• Consent: Mobile phone numbers collected for SMS notifications are acquired through affirmative, explicit opt-in forms.

• No Third-Party Sharing: Mobile information and SMS opt-in consent will NOT be shared, sold, rented, or leased to third parties, affiliates, or marketing brokers for marketing purposes under any circumstances.

• Opt-Out: You may opt out of receiving text messages at any time by replying STOP to any message. For assistance, reply HELP or contact us directly. Message and data rates may apply.

5. Disclosure & Sharing of Information

We do not sell, rent, or trade your personal information. We only share information with third parties in the following limited circumstances:

• Service Providers: We share necessary data with trusted third-party service providers who assist us in operating our business (e.g., hosting providers, email platforms, CRM systems, and workflow integration engines). These vendors are contractually bound to keep your data confidential and secure.

• Legal Obligations: We may disclose your information if required to do so by law, court order, or governmental regulation, or if we believe disclosure is necessary to protect our rights, safety, or property.

• Business Transfers: In the event of a merger, acquisition, reorganization, or sale of assets, user data may be transferred as part of the business assets.

6. Data Security & Storage

We implement industry-standard administrative, technical, and physical security measures designed to protect your Personal Data against unauthorized access, loss, misuse, or alteration. However, no electronic transmission over the internet or method of digital storage is 100% secure, and we cannot guarantee absolute security.

We do not request or store highly sensitive identity markers such as Social Security Numbers, passports, or full financial account credentials.

7. Your Data Rights & Choices

Depending on your jurisdiction, you may have the following rights regarding your Personal Data:

• Access: Request a copy of the personal information we hold about you.

• Correction: Request that we update or correct inaccurate or incomplete information.

• Deletion: Request that we delete your personal information, subject to certain legal exceptions.

• Opt-Out of Marketing: Unsubscribe from marketing emails at any time using the "Unsubscribe" link provided in the email footer.

To exercise any of these rights, please contact us using the information provided below.

8. Third-Party Links

Our website may contain links to external sites or tools not operated by us. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party websites or services.

9. Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technologies, or legal obligations. When changes are made, we will update the "Last Updated" date at the top of this page. Continued use of our website or services following any updates constitutes acceptance of the revised policy.

10. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us at:

LEVEL UP MY FINANCE

6412 Braeburn Dr

North Lauderdale, FL 33068

United States

Email: [email protected]