Last updated: December 26th, 2025

Who we are

Breakthrough Financial Wellness (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, engage with our content, or use our services.

By using this website, you agree to the terms of this Privacy Policy.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name
  • Email address
  • Phone number
  • Any information you submit through contact forms, booking forms, or email communication

We may also automatically collect certain information when you visit our website, such as:

  • IP address
  • Browser type and device information
  • Pages visited and time spent on the site
  • Referral source

This information helps us understand how visitors use our website and improve the user experience.

2. How We Use Your Information

We use the information we collect to:

  • Respond to inquiries and contact requests
  • Schedule and manage consultations or coaching sessions
  • Send newsletters, updates, or educational content (if you opt in)
  • Improve our website, services, and offerings
  • Comply with legal and regulatory requirements

We do not sell or rent your personal information to third parties.

3. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your browsing experience, analyze website traffic, and understand user behavior.

Our website uses CookieYes, a consent management platform, to manage cookie preferences and ensure compliance with GDPR and other privacy regulations.

You can:

  • Accept or reject non-essential cookies via the CookieYes banner
  • Modify your cookie preferences at any time through the cookie settings option available on our website

For more information about how cookies are used, please see our Cookie Policy.

4. Third-Party Services

We may use trusted third-party tools and service providers, including but not limited to:

  • Scheduling and booking tools (such as Calendly)
  • Email marketing platforms
  • Analytics services (such as Google Analytics)
  • Advertising and tracking tools (such as Meta/Facebook Pixel)

These third parties may process data on our behalf only for the purposes outlined in this Privacy Policy and are required to safeguard your information.

5. Legal Basis for Processing (GDPR)

If you are located in the European Economic Area (EEA), we process your personal data based on one or more of the following legal grounds:

  • Your consent
  • Performance of a contract
  • Compliance with legal obligations
  • Legitimate business interests that do not override your rights

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law.

7. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access the personal data we hold about you
  • Request correction or deletion of your personal data
  • Withdraw consent at any time
  • Object to or restrict certain data processing activities

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

8. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

9. Children’s Privacy

This website is not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. International Visitors

Our website is operated from the United States. If you access the website from outside the U.S., you acknowledge that your information may be transferred to, stored, and processed in the United States or other countries where our service providers operate.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated version will be posted on this page with a revised “Last updated” date.

12. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us at:

Breakthrough Financial Wellness
Contact#: (928) 421-1066
Email: jennifer.edwards@btfinancialwellness.com