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Privacy Policy

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Last updated: December 6, 2025

This Privacy Policy describes how Lin Financial Coaching, operating as a Sole Proprietorship owned by Chuntao Lin ("we," "us," or "our"), collects, uses, and discloses your personal information when you use our financial coaching services and our website/booking platform.

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1. Information We Collect

We collect information directly from you when you use our booking or payment services (via Square) and indirectly through website usage tracking.

A. Information You Voluntarily Provide

  • Contact Data: Name, email address (e.g., for digital receipts or session reminders), and phone number.

  • Payment Data: Payment card information (processed securely by our third-party provider, Square) and billing address.

  • Session Data: Financial information, goals, and personal details you share with the Coach during consultation and coaching sessions.

B. Information Collected Automatically

When you interact with our website or booking page (hosted through platforms like Square Appointments or Wix), we may automatically collect:

  • Technical Data: Internet Protocol (IP) address, browser type and version, time zone setting, operating system.

  • Usage Data: Information about how you use our site, including access times, pages viewed, and links clicked.

2. How We Use Your Information

We use your personal information for the following purposes:

  • Service Delivery: To schedule, confirm, and provide your coaching sessions.

  • Payment Processing: To process transactions and send digital receipts and invoices (handled by Square).

  • Communication: To respond to your inquiries, send you session reminders, and manage our relationship with you.

  • Marketing (With Consent): To send you periodic email newsletters and promotional materials, provided you have opted in.

  • Compliance: To meet legal obligations, including maintaining records and enforcing our Terms and Conditions.

3. Disclosure of Your Information

We do not sell your personal information. We only share or disclose your data as necessary with the following third parties:

  • Payment Processor (Square): We use Square to process payments and manage appointments. They collect and process your payment data under their own privacy policy.

  • Legal/Compliance: When required by law (e.g., subpoena, court order) or to protect our legal rights, property, or safety.

4. Security of Your Information

We use reasonable administrative, technical, and physical security measures to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100% secure. You acknowledge that you provide personal information at your own risk.

5. Your Privacy Rights

Depending on where you reside, you may have the following rights regarding your personal information:

  • Right to Access: The right to request copies of the personal data we hold about you.

  • Right to Rectification: The right to request that we correct any information you believe is inaccurate or incomplete.

  • Right to Opt-out: The right to opt-out of marketing communications. You can unsubscribe from our marketing emails at any time by clicking the "unsubscribe" link found at the bottom of the email.

6. Contact and Legal Address 

If you have questions or comments about this policy, or wish to exercise your privacy rights, please contact us: chuntaolincoach@gmail.com or mail to 1800 Sutter Street Suite 500,Concord, CA 94520 US.

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