Privacy Policy

Effective Date: July 1, 2025
Madrona Money ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your personal information when you visit our website or participate in our coaching services.

1. Information We Collect

From the Website:
When you submit a form through our website (madronamoney.com), we may collect:

  • Your name

  • Email address

  • Phone number

  • Any personal information you choose to share in the message field

This information is used solely to respond to your inquiry and provide coaching services if requested.

From Coaching Clients:
If you become a coaching client, we may collect additional personal and financial information, including:

  • Your budget data (via YNAB Together)

  • Details about your income, expenses, debts, savings goals, and financial behaviors

  • Notes from coaching sessions

  • Any documents or details you voluntarily share during our work together

2. How We Use Your Information

We use your information to:

  • Deliver coaching services tailored to your financial goals

  • Communicate with you about scheduling, resources, and account support

  • Improve the client experience and effectiveness of our coaching

We do not sell or share your personal data with third parties for marketing purposes.

3. Confidentiality

All information shared in coaching sessions or through YNAB Together is kept strictly confidential and used only to support your financial coaching journey. We will never share your information without your explicit consent, unless required by law.

4. YNAB Together & Third-Party Services

As part of our coaching process, you may invite us to view your budget using YNAB Together. While we take care to protect your privacy, please note:

  • You are responsible for managing access to your YNAB account.

  • YNAB is a third-party service governed by its own Privacy Policy and terms.

  • We are not responsible for the security or functionality of third-party websites or applications, including YNAB.

We encourage you to review the privacy policies of any third-party tools you use during coaching.

5. Data Security

We take reasonable precautions to protect your personal information. Your data is stored securely and only accessible to the Coach. However, no system can guarantee 100% security, especially when using online platforms.

6. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us at ynabashley@gmail.com.

7. Updates to This Policy

We may update this Privacy Policy occasionally to reflect changes in our practices or services. The latest version will always be available on our website.

8. Contact

If you have any questions about this policy or how your information is handled, feel free to reach out: ynabashley@gmail.com.