Effective Date: September 19, 2026

Holistic Entrepreneur Association (“HEA,” “we,” “us,” or “our”) respects your privacy and is committed to being transparent about how we collect, use, and protect your information.

This Privacy Policy explains how we handle information when you visit our websites, join our email list, purchase a product or membership, participate in our programs or community, use our online tools, or otherwise interact with HEA.

This policy applies to websites, programs, membership portals, and services operated by Holistic Entrepreneur Association, including holisticentrepreneurassociation.com and related HEA websites and online platforms.

1. Information We Collect

Depending on how you interact with HEA, we may collect the following types of information.

Information You Provide to Us

This may include:

• Your name
• Email address
• Phone number, if provided
• Billing address
• Business name and website
• Professional or business information
• Account login information
• Membership and purchase history
• Responses to questionnaires, assessments, forms, or surveys
• Information you provide when registering for events, workshops, coaching sessions, or other programs
• Messages you send to us through email, contact forms, support requests, or community features
• Content, prompts, instructions, or other information you enter into HEA tools, including AI-powered tools
• Any other information you choose to provide

Payment Information

When you purchase a product, program, or membership, payments may be processed by third-party payment processors such as Stripe.

Payment processors may collect information such as your card number, expiration date, billing address, and other payment details. HEA generally receives information about the transaction rather than your complete payment card information.

Information Collected Automatically

When you visit our websites or use our online services, certain information may be collected automatically, including:

• IP address
• Browser type
• Device type
• Operating system
• Pages viewed
• Links clicked
• Date and time of visits
• Referring website or source
• General geographic information derived from an IP address
• Cookies and similar technologies
• Information about how you interact with our emails, websites, and online services

We may use this information to operate our websites, understand how people use our services, improve the user experience, and evaluate our marketing.

Membership and Program Information

If you are an HEA member or customer, we may also collect information related to your participation in our programs, such as:

• Membership status
• Course or resource access
• Program progress
• Assessment responses
• Event registrations
• Coaching or workshop participation
• Account activity
• Resources or tools you use within the membership

2. How We Use Your Information

We may use your information to:

• Provide products, programs, memberships, and services you request
• Create and manage your account
• Process purchases and membership payments
• Deliver course materials and member resources
• Personalize your experience within HEA programs
• Provide customer service and technical support
• Send transactional communications about your purchases, account, or membership
• Send newsletters, educational content, announcements, promotions, or other marketing communications when permitted
• Administer workshops, coaching sessions, events, assessments, and community activities
• Operate and improve our websites, programs, and tools
• Understand how members and visitors use our services
• Develop new resources, products, and services
• Protect against fraud, misuse, security threats, or unauthorized activity
• Maintain business, accounting, tax, and legal records
• Comply with applicable laws and legal obligations

We may also use information in aggregated or de-identified form for analytics, research, business planning, and service improvement.

3. AI-Powered Tools

HEA may provide members with access to tools that use artificial intelligence or other automated technologies to help with activities such as business planning, content creation, research, marketing, or other professional tasks.

When you use these tools, information you enter—such as prompts, business descriptions, audience information, marketing ideas, or draft content—may be transmitted to third-party technology providers that help us generate or process the requested output.

You should not enter information into an HEA AI-powered tool that you do not have the right to share.

In particular, please do not submit:

• Confidential client or patient information
• Protected health information
• Passwords or security credentials
• Complete payment card information
• Social Security numbers or similar government identifiers
• Sensitive personal information belonging to another person

unless a particular tool expressly states that it is designed and authorized to process that type of information.

HEA’s AI-powered tools are intended to assist users with their work. They are not used to make solely automated decisions that produce legal or similarly significant effects concerning users.

4. Cookies and Similar Technologies

We and our service providers may use cookies, pixels, analytics tools, and similar technologies to operate our websites and understand how they are used.

These technologies may be used for purposes such as:

• Keeping you logged into your account
• Remembering preferences
• Providing website functionality
• Measuring website traffic and engagement
• Understanding which pages or resources are most useful
• Measuring the effectiveness of emails or marketing campaigns
• Preventing fraud or improving security

If advertising or marketing technologies are enabled on our websites, they may also be used to measure advertising performance or help deliver relevant advertising.

You can typically control cookies through your browser settings. Where required by applicable law, we may also provide additional cookie or privacy controls on our website.

Disabling certain cookies may affect the functionality of some portions of our websites or services.

5. Email and Marketing Communications

If you subscribe to our email list, register for a resource, make a purchase, or otherwise request communications from us, we may send you educational content, business resources, announcements, and information about HEA products or services.

You may unsubscribe from marketing emails at any time by clicking the unsubscribe link included in those emails.

Even if you unsubscribe from marketing communications, we may still send transactional or administrative messages related to an active account, membership, purchase, payment, or service you requested.

6. How We Share Information

We do not disclose personal information to third parties simply for them to use however they choose.

We may share information with companies that help us operate HEA and provide our services. These may include providers that assist with:

• Website hosting
• Membership and course delivery
• Customer relationship management
• Email delivery
• Payment processing
• Analytics
• Scheduling
• Forms and surveys
• Customer support
• Cloud storage
• Automation
• Artificial intelligence and content-generation tools
• Accounting and business operations

For example, HEA currently uses technology platforms such as GoHighLevel and Stripe for certain business functions.

These providers may process information on our behalf or according to their own applicable privacy policies and contractual obligations.

We may also disclose information when reasonably necessary to:

• Comply with a law, regulation, court order, or legal process
• Protect the rights, safety, or property of HEA, our members, or others
• Investigate suspected fraud, misuse, or security incidents
• Enforce our agreements or policies
• Complete a merger, acquisition, financing, sale, restructuring, or transfer of some or all of our business assets

If ownership of HEA or substantially all of its assets changes, personal information may be transferred as part of that transaction.

7. Community and Information You Choose to Share

Some HEA programs may include community areas, group discussions, live sessions, member directories, comments, or other features that allow members to interact with one another.

Information you voluntarily share in these areas may be visible to other participants.

Please use discretion when sharing personal, confidential, or proprietary information in community spaces.

8. Third-Party Websites and Services

Our websites and programs may contain links to third-party websites, platforms, products, or services.

HEA is not responsible for the privacy practices, security, or content of third-party websites or services. We encourage you to review their privacy policies before providing personal information.

9. How Long We Keep Information

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy, including providing services, maintaining business and financial records, resolving disputes, enforcing agreements, and meeting legal, tax, accounting, or regulatory requirements.

Retention periods may vary depending on the type of information, the nature of our relationship with you, and applicable legal requirements.

When information is no longer reasonably necessary, we may delete, anonymize, or securely dispose of it.

10. How We Protect Your Information

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, disclosure, alteration, misuse, or loss.

However, no website, online platform, electronic communication, or data-storage system can be guaranteed to be completely secure. We therefore cannot guarantee the absolute security of information transmitted to or stored by us.

You are responsible for protecting your account credentials and should notify us promptly if you believe your account has been accessed without authorization.

11. Your Privacy Choices and Rights

Depending on where you live and the laws that apply to you, you may have the right to:

• Request access to personal information we maintain about you
• Request correction of inaccurate information
• Request deletion of certain personal information
• Request information about how your personal information is used or disclosed
• Object to or restrict certain processing
• Withdraw consent where processing is based on consent
• Request a portable copy of certain information
• Opt out of certain uses of personal information
• Opt out of marketing communications

These rights are subject to applicable law and certain exceptions.

To submit a privacy request, contact us at:

Email: support@teamhea.com

We may need to verify your identity before completing certain requests.

We will not discriminate against you for exercising privacy rights available to you under applicable law.

12. California Privacy Information

California residents may have additional rights under California privacy laws.

Depending on whether those laws apply to HEA and to the particular information involved, California residents may have rights relating to access, correction, deletion, and information about the collection, use, disclosure, sale, or sharing of personal information.

Some online advertising technologies may be treated as a “sale” or “sharing” of personal information under California law even when no money is exchanged. Where applicable, HEA will provide legally required methods for exercising applicable opt-out rights.

California residents may submit privacy-related requests using the contact information provided in the Contact Us section below.

13. International Visitors

HEA is based in the United States, and our websites and services are operated primarily from the United States.

If you access our services from another country, your information may be transferred to, stored in, or processed in the United States or other countries where our service providers operate.

Where required by applicable data protection law, we take appropriate steps relating to international transfers of personal information.

Individuals in certain jurisdictions, including the European Economic Area or United Kingdom, may have additional rights under applicable data protection law, including rights of access, correction, deletion, restriction, objection, and data portability.

Where applicable, our legal bases for processing personal information may include:

• Performing a contract with you, such as providing a membership or product you purchased
• Your consent
• Compliance with our legal obligations
• Our legitimate interests in operating, protecting, and improving our business and services, provided those interests are not overridden by your applicable privacy rights

You may withdraw consent where consent is the basis for processing, although doing so does not affect processing that occurred before withdrawal.

14. Children’s Privacy

HEA’s websites, memberships, and programs are designed for adults and professionals and are not directed to children under the age of 13.

We do not knowingly collect personal information from children under 13. If we learn that such information has been collected, we will take reasonable steps to delete it.

If you believe a child has provided personal information to us, please contact us.

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our services, technology, business practices, or legal requirements.

When we make changes, we will update the “Effective Date” at the top of this policy. If changes are material, we may provide additional notice where appropriate or required by law.

We encourage you to review this policy periodically.

16. Contact Us

If you have questions about this Privacy Policy or would like to make a privacy-related request, please contact:

Holistic Entrepreneur Association
support@teamhea.com