Privacy Policy

Effective Date: 04/02/2025

This Privacy Policy describes how HolistiPractice, a signature program of Fulcrum Strategies (“we,” “our,” or “us”), collects, uses, and protects your information when you use our website, book services, or participate in virtual coaching sessions.

1. Information We Collect

Personal Information:

● Name, email, and phone number

● Payment and billing information (collected via Stripe)

● Responses to forms, assessments, or emails

● Information shared during coaching sessions

Automatically Collected Information:

● Device and browser data

● IP address and location (approximate)

● Usage data from site visits (cookies, analytics)

2. How We Use Your Information

We use your information to:

● Deliver coaching and educational services

● Process payments securely through Stripe

● Schedule appointments via HighLevel

● Communicate session updates and service-related messages

● Provide CE-related documentation for the CFP Board (if applicable)

● Improve our site and services

3. Sharing Your Information

Your data may be shared only with trusted third-party providers:

● Stripe (for secure payment processing)

● HighLevel (for booking and communications)

● Zoom (for virtual meetings and group sessions)

● CFP Board (for CE-related credit)

● Email marketing platforms, if you opt in

We do not sell or rent your information.

4. Cookies & Analytics

Our website uses cookies to improve performance and personalize your experience. You may control cookie preferences in your browser settings.

5. Data Security

We implement appropriate security measures and use secure platforms (e.g., SSL encryption) to protect your personal information.

6. Your Rights

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

● Access or correct your personal information

● Request deletion of your data

● Withdraw consent or request a copy of your information

To exercise these rights, contact us at cindy@holistipractice.com.

7. Retention

We retain your information only as long as necessary to fulfill the purposes outlined in this policy, unless otherwise required by law.

8. Third-Party Links

We may provide links to other websites. We are not responsible for the privacy practices or content of those third-party sites.

9. Children’s Privacy

Our services are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors.

10. Severability

If any provision of this Privacy Policy is found to be unlawful or unenforceable, it shall not affect the enforceability of any other provision.

11. Updates

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

Questions?

Contact us at cindy@holistipractice.com