Privacy Policy

MoneyYogi Privacy Policy

1. Introduction

Money Holistics (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines the type of information we collect, how we use it, who we share it with, and your rights regarding your personal data.
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2. Information We Collect

We may collect the following personal information from you:
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• Personal Identification Information: Name, email address, phone number, and other contact details.
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• Financial Information: Financial account details, income, expenses, and other financial data for providing financial coaching services.

• App Usage Data: Information related to your use of Elements® and Monarch Money, as well as other services provided by Money Holistics.

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3. Purpose of Data Collection

The information we collect is used for the following purposes:

• To provide and improve our financial coaching and membership services.

• To personalize your experience based on your financial needs.

• To comply with legal and regulatory requirements.

• To communicate with you about your membership, services, or updates.

4. Sharing Your Information
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• With Authorized Third Parties: Your data may be shared with Elements® and Monarch Money to provide you access to their financial monitoring and budgeting apps, as authorized by you.

• For Investment Management Services: If you require investment management services, your financial information may be shared with Boundless Wealth LLC for those purposes. This is done only with your express consent.

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

5. Data Retention

Currently, we do not have a set data retention policy. Your data is kept for as long as necessary to provide the services outlined in your membership and as required by applicable law. Should you decide to delete your account or withdraw consent, your data will be deleted upon request.
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6. Your Rights

You have the following rights concerning your data:

• Access and Update: You may request to access or update your personal information at any time.

• Deletion: You may delete the Elements® and Monarch Money apps at any time to withdraw consent for data collection. For any data held by MoneyYogi directly, you may request deletion by contacting us at josh@moneyholistics.com
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•Withdraw Consent: You may withdraw consent to data processing or sharing at any time.
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7. Data Security

We take reasonable measures to protect your data from unauthorized access, use, or disclosure. However, please note that no method of transmission over the internet or electronic storage is 100% secure.
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8. Changes to the Privacy Policy

We may update this Privacy Policy from time to time. When changes are made, the updated policy will be posted on this page, and the “Last Updated” date will be revised accordingly.
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9. Contact Us

If you have any questions or concerns about this Privacy Policy or your personal data, please contact us at:

• Email: josh@moneyholistics.com

• Phone: 832-577-7524