Privacy Policy

Effective Date: 6/2024
Website: www.myholisticsuccess.com
Business Name: Holistic Success Solutions / The Simply Happy Society

1. Introduction

Your privacy matters to us. This Privacy Policy explains how we collect, use, protect, and share your information when you visit our website, engage with our content, or use our services.

By using this website, you agree to the terms outlined in this policy.

2. Information We Collect

We may collect the following types of personal information:

Personal Information You Provide

Name
Email address
Phone number
Any information submitted through forms (e.g., Better Life Check-In, contact forms, intake forms)
Financial-related information shared voluntarily for planning or consultation purposes

Automatically Collected Information

IP address
Browser type
Device information
Website usage data (pages visited, time spent, etc.)

3. How We Collect Information

We collect information through:

Website forms (Squarespace or similar platforms)
Lead forms from social media platforms (e.g., Facebook/Instagram ads)
Email sign-ups and marketing platforms (e.g., Mailchimp)
Appointment scheduling tools (e.g., Calendly or Acuity)
Direct communication (email, phone, or messaging)

4. How We Use Your Information

We use your information to:

Provide financial education, coaching, and services
Schedule consultations and respond to inquiries
Send emails, updates, and marketing communications
Recommend products or strategies based on your needs
Improve our website, services, and user experience
Maintain internal records and business operations

5. Sharing Your Information

We do not sell your personal information.

We may share your information with trusted third parties only when necessary, including:

Email marketing platforms (e.g., Mailchimp)
Payment processors (e.g., Stripe, PayPal)
Scheduling tools (e.g., Calendly, Acuity)
Website hosting platforms (e.g., Squarespace)
Advertising platforms (e.g., Meta/Facebook, Instagram)

These third parties are responsible for maintaining the security of your information.

6. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to:

Enhance your browsing experience
Analyze website traffic
Support advertising and retargeting efforts (e.g., Meta Pixel, Google Analytics)

You can adjust your browser settings to disable cookies if you prefer.

7. Email and Marketing Communications

By providing your email address, you consent to receive:

Educational content
Promotional offers
Updates related to our services

You may unsubscribe at any time by clicking the “unsubscribe” link in our emails.

8. Data Security

We take reasonable steps to protect your personal information. However, no method of transmission over the internet is 100% secure.

Please avoid submitting highly sensitive personal or financial details unless through secure, approved channels.

9. Financial and Professional Disclaimer

Information provided through this website and our services is for educational and informational purposes only and should not be considered financial, legal, or tax advice.

All financial decisions should be made based on your individual circumstances, and we recommend consulting with licensed professionals when appropriate.

10. Children’s Privacy

This website and our services are intended for individuals aged 18 and older. We do not knowingly collect personal information from children under 13.

11. Your Rights

You may request to:

Access the personal information we have about you
Correct or update your information
Request the deletion of your data

To make a request, please contact us at the email below.

12. Contact Information

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

Email: info@myholisticsuccess.com

13. Updates to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date. Last updated 3/2026