Privacy Policy/Confidentiality Policy

Last Updated September 15th, 2025

This privacy policy notice for Dana Brenner and Leading Effect. LLC (doing business as SomaSolidarity), describes how and why we might collect, store, use, protect, and share (process) your information when you engage in services such as somatic coaching, personal development, bodywork, or leadership and executive coaching. It also covers when you visit our website, or any website of ours that links to this privacy notice, and when you engage with us in other related ways, including any sales, marketing, or events. This Privacy Policy also applies to anyone accessing this website to engage in any way with CHARMMS (Charbonneau Meditation, Mindfulness, & Somatics Society). CHARMMS is a community-based group that may utilize this business website to allow for advertisement of, and registration for classes, workshops, events, and groups being offered.

Questions or Concerns?

Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our services. If you still have any questions or concerns, please contact us at dana@somasolidarity.com.

These services may be provided to:
- Individual adult clients,
- Children with parent/guardian consent, or
- Employees/contractors referred through an organization or company

By working with us, you acknowledge and agree to the practices described here.

1. Information We Collect

We may collect the following categories of information:

- Personal Information: Name, contact information, date of birth, emergency contact.
- Health/Background Information: Information you choose to share related to your physical, emotional, or developmental history, relevant to services.
- Professional Information: Job title, organizational role, leadership goals, assessments, or feedback (for leadership/executive coaching/development).
- Parent/Guardian Information: For minors, I collect parent/guardian’s name, contact details, and consent.
- Employer/Organization Information: Limited information necessary for scheduling, participation, billing, or program design.
- Payment Information: When paying directly, billing details collected through secure third-party processors (e.g., Square, Venmo, PayPal).

We automatically collect certain information when you use, visit, or navigate the Services. This information does not reveal your specific identity (like your name or contact information), but may include device and storage information, such as your IP address, browser, and device characteristics, operating system, language preferences, referring URLS, device name, country, location, information about how and when you use our services, and for our internal analytics and reporting purposes.

We do not collect or receive any information from third parties.

2. How I Use Information

I use the information I collect to:

-Improve and administer our services
- Provide informed coaching, bodywork, personal development, or leadership/executive services.
- Design programs that support individual or organizational goals.
- Schedule and manage appointments.
- Communicate with you (and with your parent/guardian, employer, or contracting organization where appropriate).
- Process billing and payments.
- Maintain appropriate records for professional and legal purposes.

3. Confidentiality & Sharing

- I do not sell or trade your information.

- I only share information when necessary:
  - With your consent.
  - With your parent/guardian’s consent if you are under 18.
  - With your employer/organization if they are contracting the service, but only limited information (e.g., participation confirmation, sometimes high-level coaching goals and progress updates, and never assessment information).

-With other health and wellness practitioners involved in your care and wellbeing at your request.

-With family members and significant others only with your explicit permission and at your request

- Details disclosed in sessions are not shared without your explicit consent.
  - If required by law (e.g., reporting abuse of a child, elder, or dependent adult, or if there is imminent risk of serious harm).

When contracted by an organization or company to provide services to it’s employees, contractors, or affiliates, it’s important to me to be explicit about what information I do or do not provide or share. This is critical to the quality of the relationships and work I do for them.

-I never provide 360 or leadership assessment data directly to anyone but my clients. I encourage my clients to share this data at a very high-level with their managers or human resource partners to support development and talent management planning. The only exception is when I am working in a group setting and sharing assessment results is part of the contracted work, or when permission has been made explicit.

-I never engage in making specific recommendations about promotion, corrective action, or talent management planning, even when asked to, or when a company is paying for the services of their employees.

-I do not share details of my conversations with clients with others, unless explicitly permissioned.

-When working with teams, groups, and leadership teams, I respect the privacy of individual members and maintain their confidentiality outside of the group environment.

Confidentiality is critical to trust, and trust is critical to supportive relationships that inspire growth. If you have any questions or concerns about what data is shared what whom, do not hesitate to ask about it.

4. Records, Storage, & Safety

- Records may include notes, assessments, or progress summaries.
- Information is stored securely in physical and/or electronic form with reasonable safeguards against unauthorized access.
- Records are generally kept for at least 7 years for adults. For minors, records are retained until they turn 18 plus the number of years required under Oregon law.

We have organizational and technical processes and procedures in place to protect your personal information. However, no electronic transmission over the internet or information storage technology can be guaranteed to be 100 % secure, so we cannot promise or guarantee that hackers, cybercriminals, or other unauthorized third parties will not be able to defeat our security and improperly collect, access, steal, or modify your information.

5. Services for Children

- Services for children are provided only with parental/guardian consent.
- Parents/guardians have access rights to their child’s records, except in cases where Oregon law allows limited confidentiality to protect the child’s privacy.

6. Your Rights

You have the right to:

- Request access to and a copy of your records.
- Request corrections to inaccurate information.
- Ask me to limit or restrict how your information is used (when legally and practically possible).
- Withdraw consent for non-essential uses.

Depending on where you are located geographically, the applicable privacy law may mean you have certain rights regarding your personal information that are not listed here. It is up to you to research and become aware of those rights. The easiest way to exercise your rights is by contacting us at connect@somasolidarity.com, or dana@somasolidarity.com. We will consider and act upon any request in accordance with applicable data protection laws.

7. Communication & Technology

- I may communicate by phone, email, text, or online scheduling systems.
- While I take precautions, electronic communication is not 100% secure. By using these methods, you accept some level of risk of interception.

8. Changes to This Policy

This Privacy & Confidentiality Policy may be updated from time to time to reflect changes in services, practices, or legal requirements. The most current version will always be available upon request or posted on my website. It is the responsibility of users of the website and services to keep up to date on policies here.

9. Contact

If you have questions or requests regarding this Privacy & Confidentiality Policy, please contact:

Dana Brenner/SomaSolidarity
dana@somasolidarity.com
206-261-7543