Last Updated: May 5, 2026
Budget Besties® cares about your privacy. This Privacy Policy explains how My Ideal Balance LLC d/b/a Budget Besties® collects, uses, shares, stores, and protects information when you visit our website, take our quiz, download resources, subscribe to emails or texts, purchase products, join coaching, participate in calls, interact with us on social media, or otherwise use our products and services.
Please read this Privacy Policy carefully. By using our website, products, services, quiz, forms, content, or communications, you agree to this Privacy Policy.
Budget Besties® is operated by My Ideal Balance LLC d/b/a Budget Besties®, a Florida limited liability company. In this Privacy Policy, “Budget Besties,” “Company,” “we,” “us,” and “our” refer to My Ideal Balance LLC d/b/a Budget Besties®. “You” and “your” refer to website visitors, clients, customers, subscribers, quiz takers, coaching participants, and other users.
Contact us at:
Budget Besties®
8363 Miranda Street
Navarre, FL 32566
Email: hello@budgetbesties.com
This Privacy Policy applies to information we collect through:
This Policy does not apply to third-party websites, platforms, apps, or services that we do not own or control.
Depending on how you interact with us, we may collect the following categories of information:
Contact Information
Account and Purchase Information
Payment Information
Payments are processed through third-party payment processors. We do not intentionally store full credit card or debit card numbers on our own systems. Payment processors may collect payment card details, billing information, transaction data, fraud-prevention data, and related information according to their own privacy policies.
We may receive limited payment-related information, such as your name, email, billing address, purchase amount, payment status, last four digits of a card, transaction ID, refund status, failed payment status, or subscription/payment plan status.
Quiz, Form, and Intake Information
If you take a quiz, complete an application, fill out an intake form, request coaching, download a resource, or submit a form, we may collect your answers and information you choose to provide, such as:
Coaching and Client Information
If you become a client or participate in coaching, we may collect information related to coaching delivery, including:
Communications Information
We may collect information you provide when you communicate with us, including:
Website, Device, and Usage Information
When you use our website or digital services, we or our service providers may automatically collect information such as:
User Content
We may collect content you choose to submit, including comments, posts, reviews, testimonials, screenshots, stories, client wins, survey responses, and other materials.
Because our business is finance-based, we may receive money-related information from clients and customers. Even so, please do not send us highly sensitive information unless we specifically request it through a secure process.
Do not send:
If you send this type of information anyway, you do so at your own risk, and you consent to our handling of it according to this Privacy Policy unless you contact us to request deletion.
We may collect information from:
We may use your information to:
We do not sell your personal information for money. We may share personal information with service providers, contractors, and partners as needed to operate our business, deliver services, process payments, communicate with you, advertise, analyze performance, comply with law, and protect our business.
We may share information with the following categories of third parties:
Service Providers
We may share information with vendors that help us operate, including:
Payment Processors
Payment information is processed by third-party payment processors. We do not control their privacy practices. Review their privacy policies before submitting payment information.
Advertising and Analytics Partners
We may share limited information with advertising and analytics partners to understand website usage, improve our offers, deliver relevant ads, retarget visitors, and measure marketing performance. Depending on the law that applies, this may be considered “sharing” personal information for targeted advertising.
Legal, Safety, and Business Protection
We may disclose information if we believe it is necessary to comply with law, respond to legal process, enforce our agreements, collect unpaid amounts, prevent fraud, protect safety, protect our rights, investigate misuse, or respond to government or regulatory requests.
Business Transfers
If Budget Besties is involved in a merger, acquisition, sale, reorganization, financing, bankruptcy, or transfer of some or all business assets, personal information may be shared or transferred as part of that transaction.
With Your Consent
We may share information when you ask us to, authorize us to, or consent to sharing.
Budget Besties may use third-party tools including, but not limited to:
We and our service providers may use cookies, pixels, web beacons, tags, scripts, and similar technologies to operate our website, remember preferences, analyze traffic, improve performance, measure email and ad engagement, personalize content, and deliver relevant advertising.
Types of technologies may include:
You can adjust cookie settings in your browser. If we provide a cookie banner or preference tool, you may use it to manage non-essential cookies. Blocking cookies may affect website features.
We currently do not respond to browser “Do Not Track” signals because there is no uniform standard for recognizing or responding to them. Where legally required, we will honor applicable opt-out preference signals.
If you subscribe to our email list, download a resource, take a quiz, make a purchase, or otherwise provide your email address, we may send you educational content, newsletters, promotions, updates, and offers.
You can unsubscribe from marketing emails at any time by clicking the unsubscribe link in the email or contacting hello@budgetbesties.com. We may still send transactional or service-related emails, such as purchase confirmations, coaching reminders, legal notices, account updates, or support responses.
If you provide your phone number, we may contact you by phone, text, or similar technology related to your inquiry, quiz, purchase, coaching, customer support, reminders, updates, or marketing, based on the consent you provided and as permitted by law.
Marketing text consent is not required to purchase. Message and data rates may apply. Message frequency may vary. Reply STOP to opt out of marketing texts. Reply HELP for help, or contact hello@budgetbesties.com.
We do not sell or share text messaging opt-in data or consent for third-party marketing. We may share information with service providers that help us send and manage calls or messages.
We may use AI tools, automation tools, transcription tools, summarization tools, and similar technologies to operate our business, support clients, manage information, improve our content, summarize calls, analyze quiz or form responses, draft internal materials, assist with customer support, and improve our products and services.
If coaching calls, group calls, workshops, or trainings are recorded, transcribed, or summarized, those recordings, transcripts, or summaries may be used for service delivery, replay access, documentation, quality assurance, training, internal review, or business operations.
AI and automated tools may be provided by third parties. Do not submit highly sensitive information unless we specifically request it through a secure process. AI-generated or automated outputs may be inaccurate or incomplete, and you should not rely on them without review.
Because Budget Besties provides financial coaching and budgeting education, you may choose to share financial information with us, such as income, debt balances, savings goals, bills, payment amounts, bank names, spending categories, account organization, credit card habits, or other money-related information.
We use this information to provide coaching, education, support, organization, and customer service. We do not use this information to provide investment advice, tax advice, legal advice, credit repair, debt settlement, or other regulated professional services.
We ask that you avoid sending full account numbers, login credentials, Social Security numbers, or other highly sensitive information.
We retain personal information for as long as reasonably necessary to provide services, operate our business, maintain records, comply with legal obligations, resolve disputes, enforce agreements, prevent fraud, improve our services, and protect our rights.
Retention periods may vary depending on the type of information and purpose for collection. We may retain purchase, tax, accounting, legal, payment, client, and communication records for longer periods where necessary for business or legal reasons.
When information is no longer needed, we will take reasonable steps to delete, de-identify, or securely dispose of it.
We use reasonable administrative, technical, and physical safeguards designed to protect personal information. These may include password protection, access limits, multi-factor authentication where available, secure vendors, encryption where available, team confidentiality expectations, data minimization, and reasonable disposal practices.
No method of transmission or storage is 100% secure. We cannot guarantee absolute security of information transmitted to us or stored by us or our service providers.
You are responsible for keeping your own devices, email accounts, passwords, and internet access secure.
If we become aware of a security incident involving personal information, we will investigate and take reasonable steps consistent with applicable law. If notice is legally required, we will provide notice to affected individuals, regulators, consumer reporting agencies, or other parties as required by law.
Our website, products, and services are not intended for children under 18. We do not knowingly collect personal information from children under 18. If you believe a child has provided personal information to us, contact us at hello@budgetbesties.com so we can take appropriate steps.
Depending on where you live and whether a particular law applies to us, you may have rights related to your personal information, such as the right to:
To make a privacy request, email hello@budgetbesties.com with the subject line “Privacy Request.” We may need to verify your identity before responding.
We will respond as required by applicable law. Some requests may be denied or limited where an exception applies, such as when information is needed to complete a transaction, provide services, maintain records, comply with law, prevent fraud, protect security, exercise legal rights, or fulfill another legitimate business purpose.
If California privacy law applies to us and you are a California resident, you may have rights to know, access, correct, delete, opt out of sale or sharing, limit use of sensitive personal information, and non discrimination.
In the past 12 months, we may have collected the categories listed in this Privacy Policy, including identifiers, commercial information, internet activity, geolocation approximations, professional or employment-related information if you provide it, financial information you voluntarily provide for coaching, and inferences from your interactions with us.
We do not sell personal information for money. We may share limited information with analytics and advertising partners for targeted advertising, where permitted by law.
To exercise rights, email hello@budgetbesties.com with the subject line “California Privacy Request.”
Budget Besties is located in Florida. We take reasonable measures to protect personal information and will follow applicable Florida data security and breach notification requirements if a breach occurs.
If Florida law requires notice to you, the Florida Department of Legal Affairs, consumer reporting agencies, or other parties, we will provide notice as required by law.
Our website and services are intended for users located in the United States. If you access our website or services from outside the United States, you understand that your information may be transferred to, processed in, and stored in the United States, where privacy laws may differ from those in your location.
By using our website or services, you consent to the transfer, processing, and storage of your information in the United States.
You may:
Our website, emails, texts, social media, podcast materials, products, or services may link to third-party websites or platforms. We do not control those third parties and are not responsible for their privacy practices, security, content, or actions. Review their policies before providing information.
We may update this Privacy Policy at any time. When we do, we will update the “Last Updated” date above. Changes are effective when posted unless otherwise stated. Your continued use of our website, products, or services means you accept the updated Privacy Policy.
Questions or privacy requests may be sent to:
Budget Besties®
8363 Miranda Street
Navarre, FL 32566
Email: hello@budgetbesties.com
Financial coaching is like a personal trainer for your money. Want to go further faster? Book a free interest call to see if coaching might be a good fit for you!
