Effective Date: January 1, 2026
Last Updated: June 22, 2026
Welcome to The Purpose Portal™, a private financial management platform operated by Productive With Purpose, LLC (“Company,” “we,” “our,” or “us”).
Your privacy is extremely important to us. This Privacy Policy explains how we collect, use, store, and protect your information when you access our coaching services, client portal, assessments, financial planning tools, and related resources.
By using The Purpose Portal™, you agree to the practices described in this Privacy Policy.
1. Information We Collect
In order to provide financial coaching, financial organization services, and access to our private client portal, we may collect certain personal and financial information.
Information may include:
- Personal Information
- Full name
- Email address
- Phone number
- Mailing address
- Date of birth (when required for planning purposes)
Financial Information
- Income information
- Expense details
- Budget information
- Debt balances
- Savings account information
- Financial goals and objectives
- Business financial information (for business owners)
Portal Activity Information
When using The Purpose Portal™, we may collect information related to your platform usage, including:
- Login activity
- Session activity
- Documents uploaded to your account
- Coaching notes and session records
- Task completion progress
- Assessment responses
- Client communication history
2. How We Use Your Information
Your information is collected solely to provide personalized coaching services and improve your financial management experience.
We may use your information to:
- Deliver financial coaching services
- Build customized financial plans
- Track your financial progress over time
- Create personalized recommendations
- Manage client appointments
- Store coaching session notes
- Deliver resources and educational materials
- Communicate regarding your coaching program
- Improve portal functionality and user experience
- Provide ongoing accountability and support
We do not collect information for unnecessary marketing purposes.
3. Confidentiality of Financial Information
We understand that financial information is highly sensitive.
All financial data shared with Productive With Purpose, LLC is treated as confidential.
We maintain strict internal standards regarding the handling of client financial information.
Information shared inside The Purpose Portal™ is used solely for:
- Financial coaching
- Financial organization
- Financial management support
- Progress tracking
- Personalized strategy development
Your financial information will never be sold to third parties.
4. Document Storage & File Uploads
The Purpose Portal™ may allow clients to upload sensitive financial documents.
This may include:
- Bank statements
- Debt statements
- Budget spreadsheets
- Tax documents
- Business financial reports
- Supporting financial documentation
By uploading documents, you acknowledge that these files are stored for coaching, organization, and financial planning purposes.
We take reasonable measures to secure uploaded information and restrict unauthorized access.
5. Information Sharing
We respect your privacy.
We do not sell, rent, trade, or share your personal or financial information with outside parties.
Information may only be shared under the following circumstances:
Service Providers
We may use trusted third-party service providers to operate portions of our platform, such as:
- Secure file storage providers
- Payment processing systems
- Scheduling platforms
- Email communication systems
- Software infrastructure providers
Legal Requirements
We may disclose information if required by law, court order, or legal process.
6. Data Security
Protecting your financial information is a priority.
We implement reasonable security measures designed to protect client information from unauthorized access, misuse, or disclosure.
Security measures may include:
- Secure login authentication
- Encrypted data transmission
- Restricted administrative access
- Secure cloud storage providers
- Internal confidentiality procedures
While we take reasonable precautions, no digital platform can guarantee absolute security.
7. Client Portal Access
Access to The Purpose Portal™ is limited to authorized clients only.
Clients are responsible for protecting their login credentials.
You agree to:
- Keep login credentials confidential
- Not share portal access with unauthorized individuals
- Notify us immediately if unauthorized account activity occurs
We reserve the right to suspend access if suspicious activity is detected.
8. Coaching Confidentiality
Financial coaching discussions, strategy sessions, financial assessments, and coaching notes are considered private and confidential.
Information discussed during coaching sessions will not be disclosed without your consent except when legally required.
Please note:
Financial coaching is not legal, tax, accounting, or investment advisory services unless specifically stated otherwise.
9. Cookies & Technical Data
Our platform may collect technical information for operational purposes.
This may include:
- Browser type
- Device information
- Session duration
- Website analytics
- Performance monitoring information
This information helps improve system performance and user experience.
10. Third-Party Services
Our platform may integrate with trusted third-party software providers.
These may include:
- Payment processors
- Scheduling systems
- Cloud storage providers
- Email providers
- Productivity software tools
We are not responsible for the privacy practices of third-party platforms.
Users should review third-party privacy policies separately when applicable.
11. Data Retention
We retain client information only as long as necessary to provide services and maintain business records.
Information may be retained for:
- Ongoing coaching relationships
- Historical financial progress tracking
- Legal or compliance purposes
- Internal recordkeeping requirements
You may request account deletion subject to legal or contractual obligations.
12. Your Rights
You may request to:
- Access personal information we maintain
- Correct inaccurate information
- Request deletion of account information
- Request removal of uploaded documents
- Ask questions regarding how information is stored
Requests may be submitted directly to us.
13. Changes To This Policy
We reserve the right to update this Privacy Policy when necessary.
Changes may occur as our platform evolves and new services are introduced.
Updated versions will be posted inside The Purpose Portal™.
Continued use of the platform constitutes acceptance of updated policies.
14. Contact Information
If you have questions regarding this Privacy Policy, please contact us.
Productive With Purpose, LLC
Email: contact@productivewithpurpose.co
Website: www.productivewithpurpose.co
By accessing The Purpose Portal™, you acknowledge that you have read and agree to this Privacy Policy.