As a financial services company we have an important responsibility to protect the data you share with us and ensure your privacy is maintained. This document is intended to help you understand what information we collect, how we use it and how you can control that information.

When we refer to “MoneytoThrive”, “we”, “us” or “our”, we mean Money to Thrive, LLC, a Limited Liability Company filed in Texas.

Information we collect about you

Collection of information can be in, but is not limited to, the following areas:

1. Website contact form
2. Email sign up
3. Sign up for free workshops

4. Respond to email or survey
5. Sign up for coaching and/or budgeting/coaching programs

Collection of this information can be used for the following:

1. E-mails and occasional offers
2. E-mail information/tips/tricks

When We Collect It

1. When you contact us through the Money to Thrive, LLC website

2. When you enquire about Money to Thrive, LLC through marketing

   partners or services.

3. When your employer introduces Money to Thrive, LLC as an employee

   benefit, and asks us to email you on their behalf.

4. To create your financial plan.

5. When you use the Money to Thrive, LLC financial planning tool.

6. When you use the Money to Thrive, LLC financial services.

7. When you have a coaching session or other communication with a

   Financial Coach.

8. When you respond to requests for feedback.

9. When you use the Money to Thrive, LLC website or Money to Thrive,

   LLC financial planning tool.

10. When you update your account.
11. When you like or otherwise interact with us on Facebook, Twitter or LinkedIn.

How we share information that we collect

We will never share, trade or sell your information to any third party except when it is directly involved in the provision of the Money to Thrive, LLC Services you have requested, or where you have given us explicit permission in advance.