Privacy Policy

1. OUR COMMITMENT, is committed to implementing and promoting a privacy policy which will ensure the privacy and security of your Personal Information. At we recognize that your privacy is very important to you. We handle Personal Information provided by people and about people every day. We are absolutely committed to supporting the privacy of any and all Personal Information.

We believe that this Privacy Policy will address any potential concerns you may have about how Personal Information you provide to and how Personal Information is collected, held, used, disclosed and transferred. You can obtain more information about the way we manage the Personal Information we hold by contacting us in one of the ways set out below.



In connection with this web site, it is necessary for us to obtain and hold detailed information which personally identifies you and/or contains information or an opinion about you.

Details of your financial needs and objectives; Details of your current financial circumstances, including your assets and liabilities (both actual and potential), income, and expenditures; Information about your employment history and employment circumstances; Details of your credit history; Failure to provide the personal information referred to above may affect the adequacy of our findings. We will only collect, maintain and use Personal Information about you that we deem necessary for us to adequately provide to you the services you have requested.

We will not collect any Personal Information about you except when you have knowingly provided that information to us or have authorized a third party to provide that information to us. Collection of your Personal Information will be effected in either face-to-face interviews, over the telephone or online using one of our standardized questionnaires. From time to time additional and/or updated personal information may be collected through one or more of those methods.



We will not use or disclose Personal Information collected by us for any purpose other than:

The purposes for which it was provided or secondary related purposes in circumstances where you would reasonably expect such use or disclosure; or Where you have consented to such disclosure. In order to ensure that you receive a personal and tailored service, your Personal Information may be transferred to one of our authorized representatives who will be your primary point of contact for purposes of facilitating and arranging the services you requested. It is a condition of our agreement with each financial coach or independent coaching company that they adopt and adhere to this privacy policy. You can be assured that your Personal Information will be maintained by any representative and in accordance with this policy.

In the event that we propose to sell our business we may disclose your Personal Information to potential purchasers for the purpose of them conducting due diligence investigations. Any such disclosure will be made in confidence and it will be a condition of that disclosure that no personal information will be used or disclosed by them. In the event that a sale of our business takes place, we may transfer your Personal Information to the purchaser of the business. As a client you will be advised of any such transfer.



We will at all times seek to ensure that the Personal Information collected and held by us is protected from misuse, loss, unauthorized access, modification or disclosure. At all times your Personal Information is treated as confidential and highly sensitive information. All computer-based information is protected through the use of user names and access passwords.



If you wish to complain about any breach or potential breach of this privacy policy, you should contact us by any of the methods detailed below. Your complaint will be considered and responded to within seven (7) days. We will use our best endeavors to resolve any complaint to your satisfaction. If you believe you are a victim of fraud or identity theft, please contact us at 1-800-705-9730 or for assistance, which may include placing holds on your accounts.



We are committed to customer protection, which includes protecting personal information about you as well as providing you with ways to protect yourself.

If you believe you may be a victim of identity theft: Contact us at 1-800-651-1696 to place holds on your accounts or for other assistance. Contact the Social Security Administration’s Fraud Hotline at (800) 269-0271 to report fraudulent use of your identification information. Report the incident as quickly as possible to any one of the credit reporting agencies:

Experian (888) 397-3742
Equifax (800) 525-6285
Trans Union (800) 680-7289

You should review your current credit bureau report to identify any unauthorized accounts or inquiries and ask the credit reporting agency about placing a Victim Alert Flag on your files.

File a police report in your local jurisdiction and retain the report number and the name of the officer who took the report. File a complaint with the Federal Trade Commission (FTC) by contacting the FTC’s Identity Theft Hotline: (877) IDTHEFT. ONLINE ENVIRONMENT.

This Website may contain links to other Websites whose operator may or may not adhere to a privacy policy.

Our Websites may use cookies, which allow us to identify your browser while you are using our site. Cookies do not identify you; they simply allow us to track usage patterns so that we can measure the level of interest in various areas of our site. All browsers allow you to be notified when you receive a cookie and elect to either accept it or not. Your Internet service provider should be able to assist you to set your preferences.

7. Contact Details


Mailing Address: 1262 West 12700 South Riverton Utah, 84065
Telephone: 1-800-651-1696