Privacy Policy | Go Fish Coaching

Investment advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law.

Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We collect nonpublic personal information about you that is either provided to us by you or obtained by us with your authorization. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

PARTIES TO WHOM WE DISCLOSE INFORMATION

All investment advisers may need to share personal information to run their everyday business. In the section below, we list the reasons we may share your personal information:

For everyday business purposes: Such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus. In the event of the death, incapacity, or cessation of business of the firm's principal, we may share your information with a designated wind-down executor operating under a confidentiality agreement solely for the purpose of notifying you and facilitating your access to your accounts.

For our marketing: To offer our products and services to you
For joint marketing with other financial companies
For our affiliates' everyday business purposes: Information about your transactions and experiences and information about your creditworthiness
For non-affiliates to market to you

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

PROTECTING CONFIDENTIALITY OF CURRENT AND FORMER CLIENTS' INFORMATION

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files.

USE OF AI TOOLS

We may use AI-powered tools to assist with meeting notetaking, financial planning analysis, document review, and other advisory functions. Information processed by these tools is used solely for internal documentation and recordkeeping purposes. We do not share client data, meeting recordings, transcripts, or AI-generated outputs with third parties for any purpose other than delivering services to you, and we take reasonable measures to ensure that any third-party tools we use maintain appropriate data security standards.

FEDERAL LAW GIVES YOU THE RIGHT TO LIMIT SHARING: OPTING OUT

Federal law allows you the right to limit the sharing of your NPI by opting out of the following: sharing for affiliates' everyday business purposes, information about your creditworthiness, or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt out of these types of sharing.

DEFINITIONS

Affiliates: Companies related by common ownership or control. They can be financial and non-financial companies.

Non-affiliates: Companies not related by common ownership or control. They can be financial and non-financial companies.

Joint marketing: A formal agreement between non-affiliated financial companies that together market financial products or services to you.

Please call if you have any questions. Your privacy, our professional ethics, and the ability to provide you with quality financial services are very important to us.