PRIVACY POLICY
Gifted Financial Services LLC | Coached by Da Goat
Last Updated: June 21, 2026

1. Introduction

Welcome to Coached by Da Goat, operated by Gifted Financial Services LLC ("we," "us," or "our"). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use and protect your information when you visit our website coachedbydagoat.com or purchase our products and services.

2. Information We Collect

We collect the following types of information:

Personal Information:

  • Full name

  • Email address

  • Phone number

  • Billing and payment information

  • Zip code

  • IP address

Financial Information:

  • Bank statements — clients are required to upload their last 3 months of bank statements prior to their discovery call. This information is used solely for the purpose of conducting your Money Audit and building your personalized coaching plan. Bank statements are not shared with third parties and are not stored beyond the duration of your coaching program.

How We Collect It:

  • When you purchase a product or service

  • When you book a discovery call through our scheduling system

  • When you submit a form on our website including the bank statement upload form

  • When you sign up for our email list or newsletter

  • When you opt in to receive SMS communications

  • When you contact us directly

3. How We Use Your Information

We use the information we collect to:

  • Process and fulfill your orders and purchases

  • Deliver coaching services and monthly action plans

  • Conduct your Money Audit prior to your discovery call

  • Send you marketing emails and SMS messages you have opted into

  • Send transactional emails related to your purchase or active program

  • Respond to your questions and provide customer support

  • Send coaching agreements and program documents

  • Improve our website and services

  • Comply with legal obligations including our obligations as a registered Credit Repair Organization under CROA

4. Email Communications

By subscribing to our email list you consent to receive marketing emails from Coached by Da Goat / Gifted Financial Services LLC. You may unsubscribe at any time by clicking the unsubscribe link at the bottom of any email or by emailing us at support@coachedbydagoat.com.

5. SMS Communications

By providing your phone number and opting in you consent to receive SMS text messages from Coached by Da Goat / Gifted Financial Services LLC. These messages may include:

  • Marketing promotions and offers

  • Product and service announcements

  • Coaching program updates

  • Appointment and enrollment reminders

Message frequency varies. Message and data rates may apply.

To opt out at any time reply STOP to any message. To get help reply HELP or contact us at support@coachedbydagoat.com. Opting out will not affect your ability to receive transactional communications related to your purchases.

Text messaging originator opt-in data and consent will not be shared with any third parties, excluding aggregators and providers of the Text Message services.

6. Payment Information

All payment transactions are processed securely through Ecrypt via Bankcard USA. We do not store your full credit card information on our servers. Your payment information is encrypted and handled in accordance with PCI DSS standards. Please contact support@coachedbydagoat.com with any payment related questions.

7. Third Party Services

We use the following trusted third party services to operate our business. Each has its own privacy policy:

  • Squarespace — website hosting (squarespace.com/privacy)

  • Ecrypt / Bankcard USA — payment processing

  • Calendly — discovery call scheduling (calendly.com/privacy)

  • PandaDoc — coaching agreement delivery and e-signatures (pandadoc.com/privacy-policy)

  • SmartCredit — sponsored credit monitoring provided to active coaching clients (smartcredit.com/privacy)

  • Zapier — workflow automation (zapier.com/privacy)

  • ManyChat — social media messaging automation (manychat.com/privacy)

  • Google — analytics and email communications (policies.google.com/privacy)

8. Data Sharing

We do not sell, trade or rent your personal information to third parties for their marketing purposes. We only share your information with third party service providers as necessary to operate our business and deliver our services to you. Bank statements uploaded through our website are never shared with third parties and are used exclusively for coaching purposes.

9. Data Security

We implement reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, alteration or destruction. However no method of transmission over the internet is 100% secure. Bank statements and sensitive financial documents submitted through our platform are handled with the highest level of care and discretion.

10. Cookies

Our website uses cookies to improve your browsing experience and analyze website traffic. You may disable cookies in your browser settings however some features of our website may not function properly as a result.

11. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If you believe we have collected information from a minor please contact us immediately.

12. 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

To exercise any of these rights contact us at support@coachedbydagoat.com.

13. CROA Privacy Rights

As a registered Credit Repair Organization under 15 U.S.C. § 1679 et seq. we are committed to handling your personal and financial information in full compliance with applicable federal and state laws. Your information is used solely to provide the coaching and credit repair services you have enrolled in and will never be used for purposes beyond the scope of your program without your consent.

14. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on this page with an updated date. Your continued use of our services after any changes constitutes your acceptance of the updated policy.

15. Contact Us

If you have any questions about this Privacy Policy please contact us:

Gifted Financial Services LLC | Coached by Da Goat
4729 22nd Avenue S, Saint Petersburg, FL
Email: support@coachedbydagoat.com
Website: coachedbydagoat.com