Privacy Policy — Her Money Mentor

Legal & Transparency

Your Privacy,
Protected.

We believe financial clarity starts with trust. Here's exactly how we handle your information — no jargon, no surprises.

Last updated: May 16, 2025

This Privacy Policy applies to Her Money Mentor ("we," "us," or "our") and describes how we collect, use, and protect your personal information when you use our website, the Clarity Dashboard, coaching services, AI tools, or community (collectively, the "Services").

If you have questions, email us at [email protected] before using our Services.

✦ Summary of Key Points

What we collect

Name, email, payment info, and usage data you generate on our platform.

Sensitive info

We do not process sensitive personal information (e.g. health, race, religion).

Third-party data

We may receive data from marketing partners and social platforms.

Your rights

You can review, update, or delete your data at any time by contacting us.

01

What Information Do We Collect?

Information you provide to us

In short: We collect what you give us — account details, payment info, and anything you submit through our platform.

When you create an account, subscribe to the Clarity Dashboard, book a coaching session, join our community, or contact us, you voluntarily share personal information. This may include:

  • Identity & contact: Your first and last name, email address, and username.
  • Billing info: Payment method details processed securely through our third-party payment provider (e.g. Stripe). We do not store raw card numbers.
  • Business & financial context: Revenue goals, expense categories, and financial data you voluntarily enter into the Clarity Dashboard tools — used solely to power your experience.
  • Communications: Messages you send us through email, contact forms, or community channels.

All information you provide must be accurate and current. Please notify us of any changes.

Information collected automatically

In short: Basic technical data is collected automatically whenever you visit our site — standard stuff like your IP address and browser type.

When you visit or use our Services, we automatically collect certain technical data, including your IP address, browser type, device type, operating system, referring URLs, and how you interact with our pages. This helps us keep the platform secure, fix bugs, and improve your experience. This information does not identify you personally.

We also use cookies and similar technologies (see Section 4).

02

How Do We Process Your Information?

In short: We use your data to deliver and improve our services, communicate with you, and stay legally compliant — nothing more.

We process your personal information for the following reasons:

  • To deliver our Services: Create and manage your Clarity Dashboard account, process your subscription, and give you access to coaching, AI tools, and community.
  • To personalize your experience: Tailor financial tools, recommendations, and content to your goals as a solo entrepreneur.
  • To communicate with you: Send account updates, receipts, newsletters, and coaching session reminders. You can opt out of marketing emails at any time.
  • To improve our platform: Analyze usage patterns to fix issues and build better features for our community.
  • For security & fraud prevention: Monitor for suspicious activity and protect your account.
  • To comply with the law: Meet applicable legal, tax, and regulatory obligations.

We only process your information when we have a valid legal basis — typically your consent, the performance of your subscription contract, or our legitimate business interests.

03

When and With Whom Do We Share Your Information?

In short: We do not sell your data. We share it only with trusted service providers necessary to run Her Money Mentor.

We may share your information in these specific situations:

  • Service Providers: Vendors who help us operate the platform — including email delivery (e.g. Klaviyo), payment processing (e.g. Stripe), web hosting, and analytics. These providers are contractually required to protect your data.
  • Business Transfers: If Her Money Mentor is ever acquired or merged, your data may be transferred as part of that transaction. You will be notified in advance.
  • Legal Requirements: If required by law, court order, or to protect the safety of our users or the public, we may disclose information.
  • With Your Consent: We may share your information in other ways if you explicitly consent.

We do not sell, rent, or trade your personal information to third parties for their own marketing purposes.

04

Do We Use Cookies and Tracking Technologies?

In short: Yes — cookies help us keep the platform running smoothly and understand how people use it.

We use cookies and similar technologies (web beacons, pixels) to maintain your login session, remember your preferences, and gather analytics on platform usage. You can control or disable cookies through your browser settings, though some features may not function properly without them.

Third-party analytics tools (such as Google Analytics) may also set cookies on our site. These providers have their own privacy policies governing their use of data.

05

How Do We Handle Social Logins?

In short: If you log in with Google or another social account, we receive limited profile information from that provider.

If our Services allow you to register or log in using a social media account (such as Google), we will receive certain profile details — typically your name, email address, and profile picture. We use this information only for the purposes described in this policy. We are not responsible for how your social media provider uses your data, and we encourage you to review their privacy policies.

06

Is Your Information Transferred Internationally?

In short: Our servers are based in the United States. If you're outside the US, your data may be transferred here.

Her Money Mentor operates in the United States. If you access our Services from outside the US, your information may be transferred to and stored on US-based servers. We take appropriate safeguards to ensure your data is treated securely and in accordance with this Privacy Policy.

If you are located in the European Economic Area (EEA), UK, or Switzerland, please be aware that US data protection laws may differ from those in your country. By using our Services, you consent to this transfer.

07

How Long Do We Keep Your Information?

In short: We keep your data for as long as your account is active or as required by law — typically no longer than 3 years after your last interaction with us.

We retain your personal information only for as long as necessary to fulfill the purposes in this policy, or as required by law (e.g. tax and accounting records). When we no longer have a legitimate business need to hold your data, we will securely delete or anonymize it.

If deletion is temporarily not possible (e.g. data stored in backup archives), we will securely isolate it from further processing until deletion is feasible.

08

Do We Collect Information from Minors?

In short: No. Our Services are intended for adults aged 18 and over.

Her Money Mentor is designed for solo entrepreneurs and adults managing their personal and business finances. We do not knowingly collect or solicit data from anyone under 18 years of age. If we discover that a minor has provided us personal information, we will promptly delete it.

If you believe we have inadvertently collected data from a minor, please contact us immediately at [email protected].

09

What Are Your Privacy Rights?

In short: You have the right to access, correct, or delete your data — and to opt out of marketing at any time.

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

  • Access: Request a copy of the data we hold about you.
  • Correction: Ask us to correct inaccurate or incomplete data.
  • Deletion: Request that we delete your personal information.
  • Portability: Receive your data in a structured, machine-readable format.
  • Opt-out: Unsubscribe from marketing emails at any time via the unsubscribe link in any email, or by emailing us.
  • Withdraw consent: Where we rely on your consent, you may withdraw it at any time — without affecting the lawfulness of prior processing.

EEA/UK residents: If you believe we are unlawfully processing your data, you may lodge a complaint with your local data protection authority. Find contact details at ec.europa.eu.

To exercise any of the above rights, email us at [email protected].

Account Management

You may review or update your account information by logging into your Clarity Dashboard settings. To close your account entirely, contact us directly. Upon closure, we will deactivate your account and delete your data from active systems, though we may retain some records as required by law (fraud prevention, legal obligations).

10

Do-Not-Track Signals

Some browsers transmit "Do-Not-Track" (DNT) signals. Because there is no industry-wide standard for honoring DNT requests, we do not currently alter our data collection practices in response to DNT signals. If a recognized DNT standard is adopted in the future, we will update this policy accordingly.

11

California Residents — Specific Rights

In short: California law gives you additional rights, including the ability to request information about data we've shared with third parties.

Under California Civil Code Section 1798.83 ("Shine the Light" law), California residents may request — once per year, free of charge — information about personal data we disclosed to third parties for their direct marketing purposes, including a list of those third parties.

California residents under 18 with a registered account may also request removal of publicly posted data by contacting us and including the email address associated with their account and confirmation that they reside in California.

To submit any California privacy request, email [email protected].

12

Do We Update This Policy?

In short: Yes — we'll notify you of any meaningful changes.

We may revise this Privacy Policy from time to time to reflect changes in our Services or applicable law. When we do, we'll update the "Last updated" date at the top of this page. For material changes, we will notify you by email or by posting a prominent notice on our website. We encourage you to review this policy periodically.

13

How Can You Contact Us?

We'd love to hear from you. If you have questions, concerns, or requests related to this Privacy Policy, please reach out:

Her Money Mentor

Email: [email protected]

Website: hermoneymentor.com

We aim to respond to all privacy inquiries within 5 business days.

14

How Can You Review, Update, or Delete Your Data?

Based on the laws applicable in your location, you have the right to request access to, correction of, or deletion of the personal information we hold about you.

To submit a data request, email us at [email protected] with the subject line "Data Request" and include your full name and the email address associated with your account. We will respond within 30 days in accordance with applicable data protection law.