Tilting The Balance™ - Privacy Policy

The categories of information we collect from each of these groups, and the ways in which we use it, differs. As you may have noticed, it’s possible that the same person could fall into more than one group. Most of this statement addresses our processing and sharing of personal information collected from visitors to and users of our online and mobile resources and our customers.

WHAT WE COLLECT

We collect two primary types of information through our website, funnels, assessments, digital platforms, and future mobile applications. The first category includes non-personal information that is automatically collected from every visitor, such as general device and usage details. The second category includes personal information that you voluntarily choose to provide or that is collected automatically through standard tracking technologies used to improve your experience.

By accessing or using our website, completing assessments, enrolling in coaching programs, communicating with us, or participating in any of our Services, you acknowledge and agree that your information may be collected, used, and disclosed as described in this Privacy Policy.

Voluntarily Submitted Information

In certain areas of our Site or Services, you may choose to provide personal information. This may occur when you complete an assessment, request support, enroll in a coaching program, join a membership community, purchase products, create an account, or communicate with us through forms, email, or SMS. The information voluntarily provided may include your name, email address, phone number, mailing address, professional information, assessment responses, coaching intake details, and, when necessary for orders, payment information. Payment information is processed securely by third-party providers such as Stripe or PayPal; we do not store full credit card numbers or sensitive payment credentials.

We use this voluntarily submitted information to communicate with you, process your purchases, deliver Services, provide assessment results, offer customer support, personalize your experience, and maintain your account. We may also send you information about our programs, updates, or offerings that we believe may add value to your journey. You may opt out of marketing communications at any time.

If you prefer not to share personal information, you may refrain from submitting it or from participating in activities that request it. Although this may limit your ability to access certain features—such as assessments, coaching guidance, protected content, or purchase delivery—it will not affect your ability to view general publicly available areas of the Site.

Automatically Collected Information

When you visit our Site or use our online resources, certain information is collected automatically through your browser, device, or app using technologies such as cookies, pixels, tags, scripts, and analytics tools. This information may include your IP address, browser type, device type, operating system, referring URLs, pages viewed, actions taken on the Site, time spent on the Site, access times, and general usage patterns.

We may also receive automatically generated information when you access our Services through a mobile device or future mobile applications, including device identifiers, general location data (if your device settings permit it), app usage statistics, and certain diagnostic information intended to improve performance.

This automatically collected information allows us to understand how visitors interact with our digital platforms, diagnose technical issues, improve user experience, analyze trends, enhance functionality, personalize content, and measure the effectiveness of our educational materials and marketing efforts. We may use analytics platforms such as Google Analytics, Meta/Facebook tracking tools, GoHighLevel analytics, or similar technologies to support these functions. You may opt out of Google Analytics tracking by installing the opt-out browser add-on available at https://tools.google.com/dlpage/gaoptout.

Cookies and Similar Tracking Technologies

Cookies and similar technologies help us recognize your device, remember your preferences, improve your browsing experience, and personalize interactions with our content. They may also assist with login functionality, assessment performance, funnel tracking, audience measurement, and targeted advertising. You may choose to disable cookies through your browser settings; however, doing so may affect the functionality of certain features on our Site or in future applications.

External Websites and Social Platforms

Our Site may include links to external websites or features that connect with third-party platforms such as Facebook, Instagram, YouTube, or other social media sites. Your interactions with these platforms are governed by their own privacy policies. While our Site may enable certain integrations or display content originating from these external sources, we do not control their data practices and are not responsible for the privacy policies or actions of third-party providers. We recommend reviewing the privacy policies of any external website or platform you engage with.

Retention and Use of Information

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, meet legal or regulatory obligations, improve our Services, support ongoing client relationships, administer coaching and assessment programs, resolve disputes, and maintain accurate business records. Automatically collected usage data may be retained for shorter or longer periods depending on operational, analytical, or legal needs.

Online Tracking Technologies and Advertising

Tilting The Balance™, LLC uses various online tracking technologies to improve the functionality of our Site, support advertising and analytics, and provide a more personalized experience for our users. These technologies may be used by us, by our service providers operating on our behalf, and by authorized third parties who assist with analytics or advertising. Tracking may occur whether or not you have an account with us and whether or not you are logged in.

These technologies may collect information about your activity on our Site, across multiple devices associated with you, and on third-party websites and applications that integrate advertising or analytics tools. Such tracking enables us to enhance site performance, deliver relevant content, and understand how users interact with our digital platforms.

Purpose of Tracking Technologies

The information collected through cookies, pixels, tags, software development kits (“SDKs”), application programming interfaces (“APIs”), and web beacons may be used to streamline your experience, such as remembering your preferences or shipping information during future visits. Tracking also allows us to deliver advertising that is more relevant to your interests based on your browsing behavior, location, or engagement with our content. Additionally, this data helps us evaluate the performance of our Site, assess the effectiveness of our marketing efforts, measure traffic patterns, and improve the overall usability of our online and mobile resources.

We may share limited identifiers—such as a hashed email address—with social media platforms or advertising partners who may match this information with their user databases for advertising, suppression, audience creation, or performance insight purposes. These platforms may use such data to show you our ads, identify audiences with similar profiles, reduce ad frequency, or help us optimize targeting.

State-Level Rights for Opting Out of Targeted Advertising

Certain U.S. state laws (including California, Colorado, Connecticut, Utah, and Virginia) grant residents the right to opt out of the “sale” or “sharing” of personal information, or to opt out of “targeted advertising” based on their personal information.

Some of the advertising and analytics activities conducted on our Site, including the use of tools such as Meta Pixel, Google Analytics, or similar technologies, may be interpreted as “sharing” or “targeted advertising” under these laws. If you are a resident of one of these states, you may submit a request to opt out of the sale or sharing of your personal information, or of targeted advertising, by emailing [email protected] with the subject line “Do Not Sell or Share My Personal Information.”

To help us process your request, please include the following information in your email:

1. Your first and last name

2. Your contact email address

3. The email address associated with your Tilting The Balance™ account, if different

4. Your country of residence

5. Your state of residence

You may also choose to have an authorized agent submit an opt-out request on your behalf. If you use an authorized agent, we may require proof of the agent’s authority, which may include a signed written authorization from you. In that case, the authorized agent should email [email protected] with the subject line “Authorized Agent Opt-Out Request” and include:

1. The agent’s first and last name

2. The agent’s contact email address

3. Your first and last name (the consumer)

4. The email address associated with your Tilting The Balance™ account

5. Your country and state of residence

6. A copy of the signed authorization or other proof of authority

Your opt-out choice is generally specific to the device, browser, and digital property you are using at the time of the request. If you visit our Site from another browser or device, or if you clear your cookies, you may need to submit your preferences again. You have the right not to receive discriminatory treatment for exercising any of your privacy rights.

Controlling Targeted Advertising Across Platforms

You may also choose to opt out of targeted advertising directly through many advertising networks, data exchanges, and marketing analytics providers by adjusting the settings available on their websites or platforms. Additionally, many mobile devices and applications allow you to control targeted advertising in device privacy settings.

We adhere to the Digital Advertising Alliance’s Self-Regulatory Principles for Online Behavioral Advertising, which provide transparency and consumer choice for interest-based advertising.

Types of Online Tracking Technologies

Cookies:

Cookies are small data files stored on your device when you access our Site. They allow us to recognize your browser, remember your preferences, analyze site usage, and support basic site functionality. Cookies may transmit information directly to us or to third parties acting in accordance with their own privacy policies. You may modify your browser settings to warn you before a cookie is stored or to block cookies entirely; however, disabling cookies may impair the functionality of certain features.

Web Beacons and Pixels:

Web beacons, pixels, and similar technologies are small data elements embedded in websites or emails that allow us to collect information such as when an email is opened, which pages are visited, or how users navigate the Site. These tools help us unify analytics across sessions and devices to better understand user behavior.

Opt-Out Preference Signals and Global Privacy Control (GPC)

Where required by law, Tilting The Balance™, LLC honors browser- or device-based opt-out signals, including the Global Privacy Control (“GPC”). If your browser sends a valid GPC signal, we will treat it as a request to opt out of the sale or sharing of personal information, or of targeted advertising, as applicable.

You may submit additional opt-out requests—including those made through an authorized agent—by emailing [email protected]. We may require verification of the agent’s authority and/or the identity of the consumer.

HOW WE USE YOUR INFORMATION

Tilting The Balance™, LLC uses the information we collect from and about you for a range of operational, analytical, legal, and service-related purposes. Our intention is always to provide a meaningful and personalized experience while protecting and maintaining the privacy of your information. We process your information only in accordance with applicable data protection laws and this Privacy Policy.

We rely on several lawful bases for processing your personal information. In many cases, we process your information because it is necessary in order to provide you with the products, services, coaching, assessments, or digital tools that you have requested, or because it is required to enter into or fulfill a contract with you. In some instances, we process your information based on your explicit consent. We may also process your information when we have a legitimate business interest, such as preventing fraud, securing our systems, conducting data analytics, improving or developing new Services, identifying usage patterns, measuring the effectiveness of promotions, or personalizing your experience. Additionally, we may process your information when required to comply with legal obligations.

We use the information we collect from you to provide the Services you request, including delivering purchases, facilitating coaching sessions, managing your accounts, administering assessments, and communicating important updates. Your information helps us personalize your experience by responding to your individual needs and improving the performance of our website and digital tools. It also helps us diagnose technical issues, maintain the security and integrity of our systems, and provide more effective customer service and support.

We use your payment information exclusively to process authorized transactions, prevent fraud, and maintain accurate records. If you participate in promotions, surveys, challenges, or special features, we use your information to facilitate your participation and to develop or improve our programs, products, or offerings.

We may also use your information for commercial purposes such as sending marketing or promotional communications, providing updates about our Services, introducing new programs, or sharing content that we believe may be valuable to you. Where required by law, such communications will only be sent with your consent. You may opt out of promotional emails or SMS messages at any time.

In some cases, we may use your information for additional purposes that are disclosed at the time you provide the information or that are otherwise carried out with your consent.

EMAIL COMMUNICATIONS, NEWSLETTERS, AND MARKETING

Tilting The Balance™, LLC may use your personal information to communicate with you through email, SMS, or other electronic means. These communications may include newsletters, coaching updates, program announcements, product releases, promotional offers, and educational content relevant to your interests. By providing your email address or phone number, you consent to receiving these communications.

You may opt out of receiving marketing communications at any time by clicking the “unsubscribe” link included in our emails or by replying “STOP” to SMS messages when applicable. You may also contact [email protected] to request removal from marketing lists.

Please note that opting out of marketing communications does not affect your receipt of important transactional or service-related emails, such as purchase confirmations, membership notices, password resets, or essential coaching communication. These messages are necessary for fulfilling our contractual obligations to you.

We use trusted email and SMS service providers to manage and deliver communications efficiently and securely. These providers process personal information on our behalf in accordance with contractual privacy and security obligations. If we update or add service providers in the future, this Privacy Policy will continue to apply to all such processing activities.

PAYMENTS

We may offer paid products, coaching programs, memberships, digital courses, assessments, or merchandise through our Site. When completing a purchase, your payment will be processed securely by third-party payment processors such as Stripe or PayPal. These providers are independently responsible for your financial data and operate under their own privacy policies, which comply with PCI-DSS security standards established by the Payment Card Industry Security Standards Council.

Tilting The Balance™, LLC does not store or collect full credit card numbers, CVV codes, or complete payment credentials. Payment information is transmitted directly to the payment processor through secure encrypted channels. We may retain limited transaction metadata such as purchase amount, date, and order details for recordkeeping, customer service, fraud prevention, and compliance purposes.

By making a purchase, you authorize us and our payment processors to process your payment information for order fulfillment, recurring billing (when applicable), fraud monitoring, and financial reporting.

YOUR RIGHTS AND OPTIONS

You may be required to provide certain personal information to access core features of our Site or Services, including purchases, coaching access, assessments, or memberships. However, you may opt out of specific communications or decline certain data requests, although doing so may limit your ability to use some features.

You have the ability to review and update certain personal details, such as your email address, billing information, or profile details, by accessing your account settings (when available) or by contacting us directly.

Email Communications

If you previously consented to marketing emails, you may opt out at any time using the unsubscribe link included in those messages or by emailing [email protected]. Certain emails, such as order confirmations, billing notices, or essential service updates, cannot be opted out of because they relate to your active accounts or transactions.

Rights for Residents of the EU, UK, and Other GDPR-Aligned Regions

Residents of GDPR jurisdictions—including the EU, EEA, UK, and other regions recognized under adequacy decisions—may have additional data rights, including the right to:

• access the personal information we hold about you

• request correction or deletion

• request restriction or objection to processing

• withdraw consent where processing is based on consent

• request a copy of your data in a portable format

• file a complaint with a data protection authority

We will honor these rights in accordance with applicable law and may require verification of your identity before fulfilling requests.

Rights for Certain U.S. State Residents (including CA, CO, CT, UT, VA)

Residents of certain states may have the right to opt out of the sale or sharing of personal information, or from being subject to targeted advertising based on their personal information. Additional details on how to exercise those rights are provided in the relevant state-specific section of this Privacy Policy.

Do Not Track

Some web browsers offer a “Do Not Track” feature that signals to websites that you do not wish to have your online activity tracked. At this time, we do not respond to browser-based Do Not Track signals. We will update this policy if such standards become legally required or technically standardized.

Exercising Your Rights

To exercise any rights available to you under applicable law—including access, deletion, correction, or opting out of marketing—please contact us at [email protected]. We will respond to verified requests in a reasonable timeframe consistent with regulatory requirements. Please note that processing opt-out requests may take several business days, during which you may still receive messages due to normal system processing latency.

CHILDREN’S PRIVACY

Tilting The Balance™, LLC is committed to protecting the privacy of young individuals. Our website, coaching programs, online services, and interactive features are not directed to children under the age of 18, and we do not knowingly collect personal information from individuals under 18 without appropriate consent where required by law.

Teenagers aged 13–17 may purchase our books or other products, as long as the transaction is completed through a parent or guardian, or through a payment method that does not require us to knowingly collect additional personal information from a minor.

We do not intentionally collect personal information beyond what is necessary to process a transactional purchase (such as name, shipping address, and payment details submitted through secure third-party processors). We do not knowingly invite minors to create accounts, join coaching programs, submit personal data through forms, or participate in areas of the Site intended for adults.

If we become aware that a minor under 18 has submitted personal information in a manner inconsistent with this policy, we will delete that information. If you believe a minor has submitted personal data to us, please notify us at [email protected].

Parents and guardians are encouraged to discuss online safety with their children and supervise internet use.

HOW WE PROTECT COLLECTED PERSONAL INFORMATION

We take the security of your personal information seriously. Tilting The Balance™, LLC maintains a comprehensive Security Program designed to protect your information from unauthorized access, misuse, loss, alteration, or disclosure. This program includes administrative, organizational, technical, and physical safeguards consistent with industry standards and applicable laws.

Despite our efforts, no method of transmission over the internet or method of data storage can be guaranteed to be completely secure. While we implement reasonable and appropriate measures to protect your information, we cannot warrant that unauthorized access, cyberattacks, breaches, or other security incidents will never occur.

If we become aware of an incident that compromises your personal information, we will activate our Incident Response Protocol, investigate promptly, take appropriate containment and remediation measures, and notify affected individuals in accordance with applicable legal requirements.

We also require our vendors, contractors, and business partners who have access to personal information to implement reasonable security safeguards and to notify us immediately if any incident involving personal information occurs on their systems.

CALIFORNIA PRIVACY RIGHTS (CCPA / CPRA)

This section applies only to individuals residing in California. Under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), California residents have specific rights regarding their personal information.

Personal Information We Collect

We may collect the following categories of personal information from California residents:

• Identifiers such as name, postal address, email address, IP address, and device identifiers

• Contact details such as phone numbers and billing/shipping information

• Financial information such as payment method (processed by third parties)

• Commercial information such as purchase history or service interactions

• Internet or electronic activity information such as browsing behavior and device data

• Geolocation information when enabled by your device

• Audio, visual, or similar information submitted through coaching or communication channels

• We may disclose these categories of personal information for business purposes as permitted by the CCPA/CPRA.

We do not sell personal information for monetary value.

California Resident Rights

If you reside in California, you have the right to request:

1. Access

You may request disclosure of the categories and specific pieces of personal information we have collected about you, the purpose for collection, and the categories of third parties to whom such information was disclosed.

2. Deletion
You may request that we delete personal information we collected from you, with certain exceptions required by law (such as fraud prevention, transaction fulfillment, or legal compliance).

3. Correction
You may request correction of inaccurate personal information that we maintain about you.

4. Opt-Out Rights

You may request to opt out of the “sale” or “sharing” of personal information under California law.

We will not discriminate against you for exercising any of your rights.

To exercise your rights, please contact us at:

📩 [email protected]

We may need to verify your identity to ensure that personal information is disclosed only to the proper individual. If you submit a request through an authorized agent, we may require proof of authorization.

VIRGINIA RESIDENT PRIVACY RIGHTS (VCDPA)

If you are a Virginia resident, you may have rights under the Virginia Consumer Data Protection Act (VCDPA). These include the right to:

• Access the personal information we hold about you

• Correct inaccurate personal information

• Request deletion of personal information

• Opt out of the sale of personal information or targeted advertising

• Appeal any decision we make regarding your privacy rights

To exercise these rights, or to appeal a denial of your request, email us at:

📩 [email protected]

We may require verification of your identity before fulfilling your request.

EU, EEA, UK, AND OTHER GDPR-ALIGNED JURISDICTIONS

If you are located in a GDPR jurisdiction (EU, EEA, UK, or countries covered by adequacy decisions), the General Data Protection Regulation (GDPR) provides additional rights and obligations regarding your personal information.

Personal Information We Collect

We collect the categories of personal information already described throughout this Privacy Policy.

Legal Basis for Processing

Under GDPR, our lawful bases for processing may include:

• Legitimate interests, such as improving services, fraud prevention, analytics, and security

• Contractual necessity, such as providing purchased services

• Consent, where required

• Compliance with legal obligations

We do not sell personal information, nor do we use it for automated decision-making that produces legal or significant effects.

Cross-Border Transfers

If personal data is transferred outside a GDPR jurisdiction, we do so using lawful mechanisms, such as:

• Standard Contractual Clauses (SCCs)

• Adequacy decisions

• Appropriate safeguards consistent with GDPR requirements

Your GDPR Rights

If the GDPR applies to you, you may exercise the following rights:

• Right of access

• Right to rectification

• Right to erasure (“right to be forgotten”)

• Right to data portability

• Right to restrict or object to processing

• Right to transparency

• Right to lodge a complaint with a data protection authority

To submit a request, email:

📩 [email protected]

We may require verification of identity before fulfilling requests. We respond without undue delay and within applicable legal timeframes.

AUTHORIZED AGENTS

You may authorize another individual or entity (“authorized agent”) to submit privacy requests on your behalf. We require:

• Verified proof of authorization

• Proof of the agent’s identity

• Verification of your identity or confirmation directly from you

• Authorized agents may use personal information only for fulfilling the privacy request and for no other purpose.

RIGHTS OF INDIVIDUALS IN OTHER JURISDICTIONS

If you reside in a jurisdiction with data privacy laws not listed above, Tilting The Balance™, LLC will process personal information in compliance with applicable local regulations. Regardless of location, we do not sell personal information or engage in automated decision-making that results in legal or significant effects.

SMS DISCLOSURE

By providing your phone number to Tilting The Balance™, LLC (“we,” “us,” or “our”), you consent to receive SMS/text messages from us for transactional and marketing purposes. These messages may include order updates, appointment reminders, program notifications, cart reminders, promotional offers, and other communications related to your activity with us. Message frequency may vary. Message and data rates may apply. You may opt out at any time by replying STOP to any SMS message we send.

PROGRAM & DATA HANDLING

Tilting The Balance™ uses approved third-party SMS delivery platforms (such as GoHighLevel or similar service providers) to send SMS messages. When you submit your phone number, we may collect and use:

• Your phone number

• Your opt-in status

• Information related to purchases, appointments, or cart activity

• Device or behavioral data collected through cookies or similar technologies

This information is used to send you timely and relevant SMS communications, including reminders, updates, and promotional messages.

We may also use cookies, plugins, or tracking technologies on our website to understand user behavior, determine when a shopping cart was abandoned, and send appropriate SMS reminders when applicable.

SMS ABANDONED CART NOTICES

Our website may use cookies or browser-based tracking to identify when items have been placed into your cart and whether the checkout process was completed. If you opted in to SMS messaging:

• We may send cart reminders to help you complete your purchase

• Messages may reference items you added to your cart

• These messages are sent in compliance with TCPA, CTIA, and applicable state privacy laws

If you prefer not to receive these messages, reply STOP to unsubscribe at any time.

THIRD-PARTY DATA SHARING

We do not sell, rent, or disclose SMS opt-in data, phone numbers, or consent records to any third party for marketing purposes.

SMS opt-in data is:

• Never sold

• Never shared for external marketing

• Used exclusively to send SMS communications related to Tilting The Balance™ products, services, and programs

This includes compliance with the CTIA rule:
“Text messaging originator opt-in data and consent will not be shared with any third parties.”

LOCATION TRACKING & LOCATION-BASED SERVICES

If we collect or use location data (such as approximate geographic location or location-based browsing behavior), we will notify you in advance. Location data may be used for:

• Personalized content or offers

• Local event notifications

• Regional promotions

• You may disable location services at any time through your device or browser settings.

OPT-OUT & UNSUBSCRIBE OPTIONS

You may opt out of SMS messages at any time by replying:

STOP – unsubscribe from all SMS marketing and notifications

HELP – request support or instructions

Unsubscribing from SMS messages does not affect email marketing preferences, which must be updated separately.

CHANGES TO THIS SMS DISCLOSURE

This SMS Disclosure is effective March 01, 2025.

We may update or revise this disclosure periodically to reflect changes in our practices or legal requirements. Updated versions will be posted on our website, and continued use of our services constitutes acceptance of the updated terms.

CONTACT US

If you have questions about this SMS Disclosure or our SMS data practices, please contact us:

Tilting The Balance, LLC
3545 Saint Johns Bluff Rd S,

STE 1-318
Jacksonville, FL 32224
Email: [email protected]