PRIVACY POLICY

Effective Date: February 3, 2026

This Privacy Policy describes how Insider Advisory & Coaching, LLC (“Insider Advisory & Coaching,” “we,” “us,” or “our”) collects, uses, and discloses personal information when you visit our website or interact with our services (collectively, the “Services”). By accessing or using the Services, you consent to the practices described in this Privacy Policy.

1. Information We Collect

Information You Provide Directly

We may collect personal information that you voluntarily provide, including:

• Name
• Email address
• Professional information (such as job title, employer, or industry)
• Information shared when you inquire about or participate in coaching, consulting, or      advisory services, including background, goals, and topics you wish to address
• Communications you send to us via email, contact forms, or scheduling tools

Information Collected Automatically

When you visit our website, certain information is collected automatically to support site functionality and analytics, including:

• Browser type, device, and network information
• IP address
• Pages visited, time spent on pages, links clicked, scrolling activity, and timestamps

This information may be collected through cookies or similar technologies and is shared with Tailor Brands, our website hosting and analytics provider, to help us understand website traffic and usage patterns.

Information from Third Parties

We may receive limited information from third-party service providers used in operating our business, including:

• Calendly, for scheduling (e.g., your name, email address, and appointment details)
• Tailor Brands, for hosting and analytics services
• Google reCAPTCHA, to prevent spam and abuse

We may also view information available from public sources such as professional networking platforms.

2. How We Use Information

We use personal information for the following purposes:

To Provide Services

• Respond  to inquiries and schedule discovery calls or sessions
• Deliver coaching, consulting, and advisory services
• Manage client relationships and engagement logistics

To Operate the Website and Business

• Maintain, secure, and improve the website
• Monitor performance and analyze usage trends
• Maintain business and financial records consistent with legal obligations

To Communicate With You

• Respond to questions and requests
• Send administrative communications such as confirmations, invoices, and session-related updates

We do not send marketing or newsletter emails unless you explicitly opt in.

Legal and Safety Purposes

• Comply with applicable legal, tax, and regulatory requirements
• Protect our rights, privacy, safety, or property, and those of others

3. How We Share Personal Information

We do not sell your personal information.

We may share personal information only as reasonably necessary, including with:

• Service providers, such as website hosting, scheduling tools, video conferencing platforms, and cloud-based business tools
• Professional advisers, such as accountants or legal counsel, when necessary
• Legal authorities, if required by law or legal process, or to protect rights      and safety

Service providers are expected to handle personal information in accordance with applicable law and only for the purposes of providing services to us.

If our business undergoes a reorganization (such as a merger or asset sale), personal information may be transferred as part of that transaction, subject to applicable law.

4. Coaching Confidentiality & Ethical Commitments

We treat information shared within a coaching or advisory relationship as confidential and conduct our work in alignment with the ICF Code of Ethics.

• Coaching-related information is not disclosed without client consent, except as required by law
• Confidentiality applies to both written and verbal communications
• Aggregated or anonymized information may be used for business improvement or      professional development purposes

Coaching sessions may be recorded for client use and internal review, with client awareness and consent, as further described in applicable coaching agreements.

Additional confidentiality terms are set forth in individual coaching or engagement agreements.

5. Cookies and Analytics

This website uses cookies and similar technologies to support functionality, security, and analytics.

Necessary cookies are always used to allow the website to function properly. Analytics and performance cookies are used to understand site usage and improve performance.

You may manage cookie preferences through your browser settings.

6. International Visitors

Our business is based in the United States. If you access the website from outside the U.S., your information may be processed and stored in the United States or other jurisdictions where our service providers operate.

7. Data Retention

We retain personal information only for as long as reasonably necessary to:

• Provide  services
• Maintain business and financial records
• Comply with legal obligations
• Resolve disputes and enforce agreements

When information is no longer needed, it is deleted, anonymized, or securely retained until deletion is practicable.

8. Data Security

We use reasonable administrative, technical, and organizational measures to protect personal information, including:

• Secure third-party service providers
• Limited access to personal data
• Strong passwords and account protections

However, no method of electronic transmission or storage is 100% secure.

9. Your Privacy Rights

Depending on your location, you may have rights to:

• Access or correct your personal information
• Request deletion of personal information, subject to legal obligations
• Opt out of non-essential communications

Requests can be made using the contact information below.

10. Children’s Privacy

Our website and services are not intended for individuals under the age of 18, and we do not knowingly collect personal information from children.

11. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for their content or privacy practices, and we encourage you to review their policies independently.

12. Updates to This Policy

We may update this Privacy Policy periodically. The effective date reflects the most current version. Continued use of the Services constitutes acceptance of any updates.

13. Contact Information

For questions about this Privacy Policy or privacy-related requests, contact:
Insider Advisory & Coaching, LLC
jessica.mordo@gmail.com