Your privacy is important to Goals2Life, Inc. Please read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use, and share personal information, your rights in relation to your personal information and on how to contact us and supervisory authorities in the event you have a complaint.

By using our website www.Goals2Life.com, you signify your consent to the terms of our Privacy Policy. If you do not agree with any terms of this Privacy Policy, please do not use this site or submit any personal information to us.

Who We Are

Goals2Life, Inc. (Goals2Life), which operates www.goals2life.com, collects, uses, and is responsible for certain personal information about you.

Children’s Online Privacy Protection Act

This website and any products and services offered herein are not intended for persons under the age of 13. Goals2Life does not knowingly collect information from anyone under 13 years of age. Goals2Life prohibits children under the age of 13 from using all interactive portions of this website, including leaving any comments, filling out forms, or otherwise submitting information. Goals2Life will not knowingly collect personally identifiable information from children under 13. If Goals2Life learns it has any information or content from anyone under the age of 13, it will delete that information.

The Personal Information We Collect and Use

Information Collected by Us

Goals2Life may collect, use, and be responsible for certain personal information that you voluntarily provide when you sign up for emails, free resources, or promotional offers; register for an event, webinar, class, or presentation; leave comments or feedback on our website or app; purchase a service or product through our platform; fill out a form, survey, or questionnaire; access private membership pages or premium content; or contact Goals2Life via an online form, chat, or email. Additionally, when you create and manage personal goal plans through the Goals2Life platform, we may collect information related to your goal progress, preferences, and activity to personalize your experience and provide tailored support. This information is collected to enhance your experience, provide services, and communicate with you in accordance with our Privacy Policy. The information collected on the website or Goals2Life platform may include your name, e-mail, address, phone number, and/or billing, and personal goal plans. You are not required to provide any personally identifiable information to merely access or visit this website.

Goals2Life may collect domain information, your numerical IP address, the type of browser you use, the pages you visit, and the files you request. We may also use cookies—small files stored on your device by your web browser—to analyze website performance, track user behavior, save information from previous visits, and customize your experience. If applicable, cookies may also be used for advertising purposes, including measuring the effectiveness of ads.

Additionally, if we use tracking technologies such as the Facebook Ad Pixel or Google Analytics, we will obtain your affirmative consent upon your first visit to our website, typically through a pop-up or banner.

Our website does not currently respond to Do Not Track (DNT) signals from web browsers. However, third-party services we use, such as Google Analytics and Google Search Console, may collect information about your browsing activity. Google provides users with options to control their data collection, including browser opt-out features and ad settings. You can learn more about Google’s privacy practices and opt-out options by visiting Google’s Privacy & Terms.

We will ask for your consent to allow us to use cookies. Goals2Life or its third-party vendors may collect nonpersonal information through the use of these technologies. Nonpersonal information might include the browser you use, the type of computer you use and technical information about your means of connection to this website such as the operating systems and the Internet service providers utilized and other similar information. Goals2Life’s systems may also automatically gather information about the areas you visit and search terms you use on this website and about the links you may select from within this website to other areas of the Internet. To improve user experience and analyze website performance, we use:

Google Analytics – to track and report website traffic and user behavior.
Google Tag Manager – to manage and deploy tracking scripts efficiently.
Google Search Console – to monitor search performance and indexing.
Microsoft Clarity – to analyze user interactions through heatmaps, session recordings, and engagement insights.
Facebook Pixel – to measure the effectiveness of Facebook advertising campaigns.

If you are located in the European Economic Area (“EEA”), we are regulated under the General Data Protection Regulation which applies across the European Union and we are responsible as controller of that personal information for the purposes of those laws.

If you are located in the United Kingdom (“UK”), we are regulated under UK data regulations known as “UK GDPR.”

Information Collected from Other Sources

We also obtain personal information from other sources, such as third-party platforms we use to facilitate lead generation and data collection. For example, when visitors fill out assessments, quizzes, or forms through Typeform (or similar platforms), their data may be processed by that third-party service before being shared with us.

How we use your personal information

Goals2Life collects personal information for the following purposes:

1. Communication & Customer Support

Respond to inquiries, questions, and support requests.
Send transactional emails, such as confirmations, invoices, or updates on services.
Notify users about policy updates, service changes, reminders, tips, motivation, and announcements.

2. Marketing & Lead Generation

Send promotional emails, newsletters, and special offers (with user consent).
Provide personalized content, recommendations, and insights based on user interactions.
Deliver lead magnets (e.g., free resources, downloadable guides, or webinar invites).
Follow up on assessments, quizzes, and other lead-generation tools (e.g., Typeform).

3. Service Fulfillment & Customer Transactions

Process payments and manage customer transactions.
Deliver purchased products, courses, coaching, or digital services.
Provide access to private content, training programs, or membership portals.
Track progress on user assessments and coaching programs (if applicable).

4. Website Performance & Business Improvement

Improve website usability, functionality, and user experience.
Use analytics tools (e.g., Google Analytics, Microsoft Clarity) to track website engagement.
Optimize content and features based on visitor interactions.
Conduct surveys or collect feedback to enhance offerings.

5. Compliance & Security

Protect against fraud, spam, and unauthorized access.
Ensure compliance with legal requirements, industry regulations, and data protection laws.
Enforce Goals2Life.com’s Terms and Conditions and safeguard user data.

Who We Share Your Personal Information With

Goals2Life respects your privacy and will never sell, trade or transfer your personally identifiable information to third parties (beyond what is necessary for fulfilling a customer transaction or for the basic functionality of an online service) without your consent.

We do, however, share certain categories of personal data with third-party service providers to facilitate business operations. These may include:

1. Categories of Personal Data Shared:

Contact Information (e.g., name, email address, phone number)
Payment Details (processed securely by third-party payment providers)
Website Usage Data (collected through analytics and tracking tools)
Assessment or Form Responses (if applicable, for quizzes or lead generation)

2. Recipients of Personal Data:

Payment Processors (e.g., Stripe, PayPal) – to process payments securely.
Email & Marketing Platforms (e.g., Mailchimp, ConvertKit, Keap, ActiveCampaign) – to send emails and newsletters.
Lead Generation & Form Tools (e.g., Typeform, Tally, Google Forms, JotForm) – to collect and manage responses.
Website Analytics & Tracking (e.g., Google Analytics, Microsoft Clarity) – to monitor website performance and improve user experience.
Customer Relationship Management (CRM) (e.g. Keap) – to track interactions and manage customer relationships.

3. Reasons for Data Sharing:

Processing transactions and providing services/products requested by the user.
Sending relevant communications, marketing emails, and lead follow-ups.
Improving website functionality and business operations.

Some of our third-party service providers may be located outside the European Economic Area (EEA) and the UK. In such cases, we take necessary precautions to ensure your data is protected in compliance with applicable data protection laws — for further information including on how we safeguard your personal data when this occurs, see Transfer of your information out of the EEA, UK below.

Goals2Life may release personal information to enforce its Website Terms and Conditions of Use, other Terms and Conditions, manage its business, protect users or the general public, or to otherwise comply with legal obligations.

If you give Goals2Life your permission, it may also use personal identification information for internal or external marketing and promotional purposes.

On occasion, Goals2Life may collect personal identification information from you in connection with optional contests, special offers or promotions. Goals2Life will share such information with necessary third parties for the purpose of carrying out the contest, special offer or promotion. We will ask for your consent to such disclosure and use of such information, prior to your participation in the contest, special offer or promotion.

We reserve the right to transfer personal information in the event that we merge with or are acquired by a third party. We also may disclose your personal information for any other purpose permitted by law or to which you consent.

We will not share your personal information with any other third party.

Whether Information Has to Be Provided by You and Why

The provision of certain personal data (such as your name, email address, and payment details) is required to enable us to:

Process and complete transactions for digital products.
Respond to inquiries, provide customer support, and follow up on lead generation forms.
Send newsletters, promotional materials, and relevant updates (with your consent).
Deliver personalized content, assessments, or quiz results.

We do not require you to provide any personal data in order to browse and access the public areas of our website. However, some features, such as signing up for newsletters, filling out lead generation forms, purchasing products/services, or accessing members-only content, may require you to provide personal information.

How Long Your Personal Information Will Be Kept

We will hold all non-client personal data until you let us know you would like for us to delete it or unsubscribe from our marketing contacts, which you are free to do at any time. We will hold all client and customer personal data in our files for six years

Reasons We Can Collect and Use Your Personal Information

Goals2Life collects and processes personal information for the following reasons:

1. To Provide and Improve Our Services

Process transactions for digital products.
Deliver lead generation materials, assessment results, and quiz responses.
Provide customer support and respond to inquiries.

2. To Communicate with You

Send transactional emails (such as confirmations, invoices, and service updates).
Send marketing emails, newsletters, and promotional offers (only with consent).
Follow up on lead generation forms, quizzes, and assessment tools.

3. To Improve Website Performance & User Experience

Use analytics tools (e.g., Google Analytics, Microsoft Clarity) to track website engagement and optimize performance.
Gather user feedback to enhance our offerings and website functionality.
Ensure website security, fraud prevention, and compliance with policies.

4. To Fulfill Legal & Business Obligations

Comply with applicable laws and regulations regarding data privacy and protection.
Enforce Terms & Conditions and prevent misuse of our services.

Use and Transfer of Your Information Out of the EEA, UK

This website is operated in the United States, and third parties with whom we might share your personal information, as explained above, are located in the United States. If you are located in the EEA, the UK, or elsewhere outside of the United States, please be aware that any information you provide will be transferred to the United States. By using this website, participating in any of its services and/or providing your information, you consent to this transfer.

These countries do not have the same data protection laws as the EEA or UK. While the European Commission has not given a formal decision that United States provides an adequate level of data protection similar to those which apply in the EEA, any transfer of your personal information will be subject to the derogation in Article 49 permitting non-repetitive transfers that concern only a limited number of data subjects, as permitted by Article 49 of the General Data Protection Regulation that is designed to help safeguard your privacy rights and give you remedies in the unlikely event of a misuse of your personal information.

If you would like further information, (see “How to contact us” below. We will not otherwise transfer your personal data outside of the EEA or UK, or to any organization (or subordinate bodies) governed by public international law or which is set up under any agreement between two or more countries.

Your Rights

If you want to unsubscribe from receiving e-mails from Goals2Life, you may do so at any time. Each e-mail from Goals2Life includes instructions for unsubscribing from these e-mail communications.

If you are covered by the General Data Protection Regulation, or other relevant privacy regulations, you have a number of important rights free of charge. In summary, those include rights to:

• Fair processing of information and transparency over how we use your use personal information

• Access to your personal information and to certain other supplementary information that this Privacy Notice is already designed to address

• Require us to correct any mistakes in your information which we hold

• Require the erasure of personal information concerning you in certain situations

• Receive the personal information concerning you which you have provided to us, in a structured, commonly used and machine-readable format and have the right to transmit those data to a third party in certain situations

• Object at any time to processing of personal information concerning you for direct marketing

• Object to decisions being taken by automated means which produce legal effects concerning you or similarly significantly affect you

• Object in certain other situations to our continued processing of your personal information

• Otherwise restrict our processing of your personal information in certain circumstances

You may also have the right to claim compensation for damages caused by our breach of any data protection laws.

For further information on each of those rights, including the circumstances in which they apply, visit www.gdpr.eu;https://ico.org.uk/for-organisations/guide-to-data-protection/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/; or https://www.priv.gc.ca/en .

If you would like to exercise any of those rights, please:

• Email, call, or write to us

• Provide us enough information to identify you (e.g., first and last name, email address, account number, user name, registration details)

• Provide us proof of your identity and address (a copy of your driver’s license or passport and a recent utility or credit card bill)

• Provide us with the information to which your request relates (including any account or reference numbers, if you have them)

Keeping Your Personal Information Secure

We have appropriate security measures in place to prevent personal information from being accidentally lost, used or accessed in an unauthorized way. We limit access to your personal information to those who have a genuine business need to know it. Those processing your information will do so only in an authorized manner and may be subject to a duty of confidentiality.

We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable authorities of a suspected data security breach where we are legally required to do so.

It is important to understand that no security measures are absolute. We cannot guarantee the safety of any information you provide to us.

Please note that any comments or information that you post on the website, including the Goals2Life and social media pages or groups, become public and third parties may use your information. Goals2Life is not responsible for any unauthorized uses by third parties in such context. You disclose such information at your own risk.

Links to Other Sites

You may see advertising or other content on this website that links to the sites and services of our partners, suppliers, advertisers, sponsors, licensors or other third parties. Any products or services reached through a third-party link are subject to separate privacy policies. Goals2Life is not responsible for or liable for any content on or actions taken by such third-party websites.

How to Complain

We hope that we can resolve any question or concern you raise about our use of your information.

If you are covered by the General Data Protection Regulation or UK GDPR, you may lodge a complaint with a supervisory authority, in particular in the UK or European Union (or European Economic Area) state where you work, normally live, or where any alleged infringement of data protection laws occurred.

Changes to This Privacy Notice

This policy is effective as of [insert date]. We may change, modify or update this Privacy Policy at any time and will notify you of any fundamental changes by email or postal mail. Otherwise, we will reflect any such modifications to this Privacy Policy on our website. We suggest that you periodically consult this Privacy Policy. Your continued use of our website after any such changes constitutes your acceptance of this Privacy Policy, as revised.

How to Contact Us

If you have any questions or concerns about this Privacy Policy, the information we hold about you, or you wish to change your personal information in our records, please contact Wendee Close at info@goals2life.com

Do You Need Extra Help?

If you would like this notice in another format (for example: audio, large print, braille) please contact us (see “How to contact us” above).

Policy Last Updated February 21, 2025

Raising Money Savvy Kids Using the Generational Wisdom

The Importance of a short-term Saving Account: Preparing for "Unexpected" Expected Expenses