Privacy Policy
Last updated: July 23, 2026
Bright Path Financial Coaching LLC ("Bright Path," "we," "us") respects your privacy. This policy explains what information we collect through this website and our coaching services, how we use it, and the choices you have.
Information we collect
- Information you provide directly: your name, email address, phone number, and any financial information you choose to share with us when requesting a consultation, booking a session, or working with us as a client.
- Website usage information: basic technical information such as browser type and pages visited, if analytics tools are enabled on this site.
How we use your information
- To respond to your inquiries and schedule sessions.
- To provide financial coaching services you have engaged us for.
- To send you information you have requested. We do not send marketing email without your consent.
What we don't do
- We do not sell, rent, or trade your personal information to third parties.
- We do not share the financial details you disclose in coaching sessions with anyone, except as required by law.
Third-party services
We may use third-party tools to operate our practice — for example, scheduling tools (such as Google Calendar or Calendly) and, for ongoing clients who opt in, a shared financial dashboard (such as Monarch for Professionals). Information you provide through those tools is also governed by their own privacy policies. We encourage you to review them.
Data retention and security
We keep client information only as long as needed to serve you and to meet our legal and professional obligations, and we take reasonable measures to protect it against unauthorized access.
Your choices
You may request a copy of the personal information we hold about you, ask us to correct it, or ask us to delete it (subject to any records we are required to keep) by contacting us at the address below.
Contact
Questions about this policy? Contact us at mlane.robert11@gmail.com or (978) 866-5826.
Bright Path Financial Coaching LLC, 8671 Addison Place Circle (Unit 201), Naples, FL 34119.