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Privacy
Policy
Introduction
We value your privacy. As a customer of CoachAmerica, we want to assure
you that your private personal information is kept private and only
shared with those companies authorized by you or required by law. This
document explains our Privacy Policy and why we ask for the type of
information we ask for and is our promise to you that we will keep your
personal information private.
Collection of Information
The provision of financial counseling services requires you to provide a
lot of private information. For example, in order to provide you with
the best service for your needs, we will need detailed financial
information. We may also obtain information from a credit-reporting
agency or from other third parties.
Protecting Your Information
We protect your private personal information according to established
industry standards and procedures. We maintain safeguards that comply
with state and federal law. We restrict access to your private personal
information to those employees and third parties who need to know the
information to provide the services you have requested. We prohibit our
employees and agents from giving information about you to anyone in a
manner that would violate any applicable law or this privacy policy.
CoachAmerica does not share private personal information with any
non-affiliated third parties
We share such information only as permitted by federal and state law and
only with those persons necessary to provide the services you have
requested, such as submitting information to third party financial
advisors, accountants or attorneys. It is possible CoachAmerica may use
outside service providers to help us provide you with services you have
requested. Before providing information to our service providers, we
enter into contractual agreements prohibiting them from disclosing or
using the information other than for the purpose for which it was
disclosed to them.
At CoachAmerica, we value your privacy and will make every effort to
protect your privacy. If you have any questions or comments regarding
this privacy statement, please contact CoachAmerica at 888-997-8284.
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Code of Ethics
CoachAmerica believes and upholds a
standard of Financial Coaching that designs an alliance between our
Coaches and the student. This relationship empowers the student to
expand their horizons and to stretch themselves beyond their
self-imposed limits. We use our skills to guide the student to think
innovatively and resourcefully. Coaching is an ongoing professional
relationship that channels students to achieve extraordinary results in
their life, career, business, and future endeavors. Our style of
coaching focuses on the student's present situation, to render feedback,
and encourage accountability on the road to their personal goals. It is
our mission to inspire students to take control of their own financial
health!
We believe the student is aware of his or her answers to the challenges
they may go through, even if the answers may be concealed from them.
General Principles
As Coaches and Principals of
CoachAmerica, we are morally obliged to:
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Encourage, guide and allow students to take ownership of their
creativity to achieve their personal needs.
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Provide
backup support via phone and e-mail as well as consistently holding
the student accountable for personal growth and future learning.
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Always
conduct ourselves with the highest levels of ethics, integrity,
accountability and responsibility.
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Guide
students to the best of the Coach's ability to succeed in the areas
of the issue at hand.
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Comply
with the original agreements made with the students, per written
contract.
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Represent sincere levels of status, title, competence and experience
when working with students, or on their behalf.
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Treat
all students and potential students with dignity, confidentiality
and respect.
Relations of Professional Coach to
the Student
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Coaches
are here to guide the success of the student. Coaches are not
financial advisors. As financial Coaches we follow a curriculum and
the needs of the students.
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A Coach
or any Principal shall not use, directly or indirectly, any
student's information in any way, which would violate the confidence
of the Coach/student relationship.
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A Coach
or any Principal may not share or sell confidential data in an
inappropriate manner.
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A Coach
or any Principal cannot divulge information received in confidence,
unless to provide or fulfill the original agreement, or as required
by law.
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A Coach
shall act justly and fairly toward vendors and independent
contractors, recommending services and products that may be used for
the betterment of the student.
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A Coach
will have the need to obtain information from the student that may
have a bearing on the performance and Coach/student relationship,
such as the student being under the care of a healer, licensed
physician, therapist or psychiatrist or mind altering drugs. Through
this knowledge the Coach or Principal must act in a manner of
confidentiality.
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The
Coach will never knowingly mislead or misrepresent any information
provided.
Relations of Principals to Each
Other
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Any
Coach or any Principal of the company may not attempt to injure the
reputation of another, under any circumstances.
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Coaches
and Principals shall freely give credit for works done by others to
whom the credit is due and shall refrain from knowingly accepting
credit rightfully due to another person.
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Coaches
and Principals shall endeavor to cooperate with others in the
profession and encourage the ethical distribution of all knowledge.
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Coaches
and Principals with insight and time to provide shall give fellow
Coaches and Principals the respect and insight of knowledge or ideas
to further the knowledge of the group.
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Coaches
and Principals will speak in a professional and uplifting manner to
encourage growth and production of the company as a whole.
Conflict of Interest
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Each
Coach shall avoid at all times actual or apparent conflicts of
interest between the Coach and the student. A conflict of interest
occurs when a student's private interest is different from the
interest of CoachAmerica. If this occurs, the Coach will bring any
pertinent information to the attention of the President of
CoachAmerica or their designee.
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A Coach
will earnestly try to communicate to the student in a manner that
reduces the potential for conflict, i.e., religion, race, political
stance, sexual orientation etc.
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Any
sales of products or future endeavors that are promoted by the Coach
shall be pre-approved by the Principals of CoachAmerica. The sale of
any service must be for the betterment of the student and their
success in the future according to their personal needs, and full
disclosure will be made of any interest (financial or otherwise)
that the Coach may have in the transaction.
Duty to the Profession and of the
Profession
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Each
Coach shall act at all times in good faith, responsibility,
competence and diligence, with honesty, integrity, and with due
care, without misrepresenting material facts or allowing any
person's judgment to be subordinated.
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A Coach
shall hold all corporate, conversations, materials and gathered
information with the highest regard and confidentiality. Upon
leaving the organization, such information shall not or will not be
disclosed for any and all purposes, unless required by law.
Change in Waivers of the Code of
Ethics
Pledge of Ethics
In our roles as Coaches, Principals and Owners of CoachAmerica, it is
our duty to uphold all Ethical Standards, and to perform our duties at
the highest levels of integrity. It is our goal to foster the
development of our student's confidence, fluency, personal tools and
technical/logistical strategies they need to reach their self-stated
goals for long-term financial stability and independence! Honesty,
professionalism, and ethical behavior with our students and as a team
are the cornerstones of our reputation and keys to our present and
future business success. We, the Coaches and Principals of CoachAmerica
will abide by all previously stated requirements. If we do not uphold
the Code of Ethics, CoachAmerica has the right to hold the Coach
accountable and has the right to terminate services.
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