Privacy Policy

1. Information We Collect

NorthStar Financial Education collects information you provide directly to us, including when you:

• •Create an account or sign up for our programs
• •Book a coaching session through our scheduling system
• •Request free resources or download available materials
• •Take our Financial Starting Position Quiz
• •Use our free financial tools and calculators
• •Contact us through our website or email

This information may include your name, email address, phone number, and any financial information you voluntarily share during coaching sessions. We do not access your bank accounts, credit reports, or investment accounts unless you explicitly provide that information during a coaching session.

2. How We Use Your Information

We use the information we collect to:

• •Deliver coaching services and program content
• •Send you educational content, program updates, and promotional materials
• •Process payments for coaching programs and services
• •Improve our website, tools, and educational content
• •Respond to your questions and support requests
• •Comply with legal obligations

3. Information Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information with trusted service providers who assist us in operating our website, processing payments, or delivering coaching services (such as Calendly for scheduling, Stripe for payment processing, and Resend for email communications). These providers are bound by confidentiality agreements and are only authorized to use your information as necessary to provide services to us.

4. Data Security

We implement industry-standard security measures to protect your personal information, including SSL encryption for all data transmitted through our website, secure payment processing through Stripe, and restricted access to personal information within our organization. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

5. Cookies and Analytics

Our website uses cookies and similar tracking technologies to improve your browsing experience and analyze site traffic. We use Google Analytics to understand how visitors interact with our site. You can control cookie preferences through your browser settings. Essential cookies required for site functionality cannot be disabled.

6. Your Rights

You have the right to:

• •Access the personal information we hold about you
• •Request correction of inaccurate information
• •Request deletion of your personal information
• •Opt out of marketing communications at any time
• •Request a copy of your data in a portable format

To exercise any of these rights, please contact us at jonathan.hahn@northstarcapitalinc.com.

7. Financial Information Disclaimer

NorthStar Financial Education is a financial coaching and education platform. We are not a financial advisor, investment adviser, tax advisor, or legal advisor. Any financial information shared during coaching sessions is used solely for educational and coaching purposes and is kept strictly confidential. We do not share your financial details with any third party, including any registered investment advisory firm. NorthStar Financial Education is not affiliated with any registered investment advisory firm in any advertising capacity.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.

9. Contact Us

If you have any questions about this Privacy Policy, please contact us at jonathan.hahn@northstarcapitalinc.com.