GLBA Privacy Notice

Effective Date: January 1, 2025

Under the Gramm–Leach–Bliley Act (GLBA), Hogan Coaching is considered a financial institution that collects nonpublic personal information in connection with providing personal financial coaching services. This notice explains how we handle your confidential information.

Information We Collect

We collect information such as:

• Personal identifiers (name, address, email, phone number)

• Financial data (income, debt, goals, budgets)

• Session notes or financial plans

Information We May Share

We do not sell your information.

We only share it when:

• Necessary to provide services (e.g., payment processors, scheduling software)

• Required by law (e.g., court order or subpoena)

• You provide explicit consent (e.g., referral to another professional)

Your Right to Opt Out

We do not share your data with nonaffiliated third parties for marketing purposes. Therefore, there is no need to opt out.
If that ever changes, you will receive advance notice and the opportunity to opt out.

How We Protect Your Information

We use administrative, technical, and physical safeguards to protect client data against unauthorized access, alteration, or disclosure.

Access to your data is limited to authorized personnel only.

Questions?

For privacy-related questions, contact:

Email: [email protected]
Company: Hogan Coaching