The Go Go Sisterhood Privacy Policy
Effective Date: September 4, 2026

The Go Go Sisterhood (“Go Go Sisterhood,” “we,” “us,” or “our”) is an affiliated community of Oak Harvest Financial Group (“Oak Harvest”). We value your privacy and are committed to protecting the personal information you provide to us.

This Privacy Policy explains how we collect, use, disclose, and protect personal information when you visit thegogosisterhood.com, apply for or maintain membership in The Go Go Sisterhood, attend our events, communicate with us, or otherwise interact with The Go Go Sisterhood.
Because The Go Go Sisterhood is affiliated with Oak Harvest, certain information may be shared with or accessible to Oak Harvest as described in this Policy. If you become a prospective client or client of an Oak Harvest financial services entity, additional privacy requirements applicable to financial institutions may also apply to your information.

1. Information We Collect
The information we collect depends on how you interact with The Go Go Sisterhood.

Membership and Community Information
When you apply for membership, register for an event, participate in Sisterhood activities, or communicate with us, we may collect information such as your name, email address, telephone number, mailing address, date of birth, occupation, employer or business information, areas of interest, event preferences, membership information, directory preferences, and other information you voluntarily provide.

If you choose to participate in a member directory or similar community feature, we may also collect and display the information you have authorized us to make available to other members.
Financial and Advisory Information
If you request financial planning, investment advisory, insurance, retirement planning, or other financial services from Oak Harvest, Oak Harvest may collect additional nonpublic personal information from you.

This information may include your Social Security number, date of birth, banking information, financial account numbers and balances, income, assets, liabilities, insurance information, tax information, and other information necessary to evaluate or provide financial products or services.

Information collected in connection with an investment advisory or other regulated financial relationship is handled in accordance with applicable federal and state financial privacy requirements and Oak Harvest's applicable privacy policies.

Website and Device Information
When you use our website, we and service providers that support our website may automatically collect certain technical and usage information, including your Internet Protocol address, browser type, device type, operating system, referring website, pages viewed, links clicked, approximate location derived from your IP address, and the date and time of your visit.

We may use cookies, pixels, analytics technologies, and similar tools to operate the website, understand how visitors use it, improve website functionality, measure engagement, and support our communications and marketing activities.

You may be able to control certain cookies through your browser or device settings.

Communications Information
If you contact us by telephone, email, web form, text message, social media, or another communication channel, we may collect the information contained in that communication and information needed to respond to you.

2. How We Use Personal Information
We may use personal information to operate and administer The Go Go Sisterhood; process membership applications; communicate with members and prospective members; organize events, programs, activities, and educational opportunities; facilitate member connections when authorized; respond to inquiries and consultation requests; provide newsletters and other educational content; maintain our website and technology systems; improve our programs and services; maintain security and prevent fraud or misuse; comply with legal, regulatory, and compliance obligations; and maintain appropriate business and regulatory records.

Because The Go Go Sisterhood is affiliated with Oak Harvest, we may also use information to provide information about Oak Harvest resources, educational programs, retirement planning services, financial planning services, or other services that we believe may be relevant to you, subject to applicable law and your communication preferences.
Participation in The Go Go Sisterhood does not require you to become an Oak Harvest financial services client.

3. The Go Go Sisterhood and Oak Harvest
The Go Go Sisterhood is affiliated with Oak Harvest Financial Group. The Sisterhood provides community, educational, networking, and related opportunities and may introduce members to educational resources or services offered by Oak Harvest.
Information you provide to The Go Go Sisterhood may be accessible to or shared with Oak Harvest personnel for purposes including administration of the Sisterhood, communications, event management, technology support, compliance, recordkeeping, and providing information about Oak Harvest resources or services where permitted by law.

Membership in or participation with The Go Go Sisterhood does not, by itself, establish an investment advisory, financial planning, brokerage, insurance, or other financial services relationship with Oak Harvest.

An investment advisory relationship is established only through the appropriate agreement with the applicable registered investment adviser.

4. How We Share Personal Information
We do not disclose personal information except as described in this Privacy Policy or as otherwise permitted or required by law.
We may share information among The Go Go Sisterhood, Oak Harvest Financial Group, and affiliated Oak Harvest entities for legitimate business, administrative, compliance, client service, and permitted marketing purposes.

We may also disclose information to vendors and service providers that assist us with website hosting, customer relationship management systems, event administration, email delivery, text messaging, analytics, cybersecurity, professional services, payment processing, data storage, or other business operations. These providers are expected to use information only as necessary to provide services to us and to maintain appropriate safeguards.

Information may also be disclosed to attorneys, accountants, auditors, consultants, regulators, governmental authorities, or law enforcement when necessary or permitted by law, including in connection with regulatory examinations, audits, legal proceedings, investigations, or compliance obligations.

We may disclose information with your direction or consent.
We may also disclose information in connection with a merger, acquisition, reorganization, financing, sale, transfer, or other change involving all or part of our organization, subject to applicable law.

5. Member Directory and Information You Choose to Share
Certain Sisterhood programs may allow members to make information available to other members, such as through a membership directory, event attendee list, networking group, or similar community feature.
We will use the preferences or authorizations you provide to determine whether designated information may be included in such features.

Information you voluntarily make available to other members may be viewed, saved, or used by those members. You should avoid providing information for a member directory or other shared forum that you do not want other participants to see.
You may contact us to request changes to your directory preferences.

6. Oak Harvest Financial Privacy
When an individual seeks or obtains financial products or services from an Oak Harvest financial institution, additional federal privacy protections may apply.

Oak Harvest may collect nonpublic personal information from information you provide in connection with financial planning or investment recommendations; agreements, applications, and account-opening documents; information you provide verbally or electronically; and information received from custodians, financial institutions, service providers, or other sources with your authorization or as permitted by law.

Oak Harvest may disclose nonpublic personal information when necessary to provide requested services, when authorized by the individual, to service providers supporting financial operations, during audits or regulatory examinations, as permitted or required by law, and in other circumstances described in the applicable Oak Harvest financial privacy notice.

Oak Harvest restricts access to nonpublic personal information to personnel and service providers who require access for legitimate business purposes and maintains administrative, technical, and physical safeguards designed to protect customer information.

Privacy rights relating specifically to nonpublic personal information and affiliate or nonaffiliate sharing are governed by applicable federal and state financial privacy laws and the applicable Oak Harvest financial privacy notice.

7. Your Privacy Choices and Rights
You may opt out of marketing emails by using the unsubscribe l
ink contained in the email.

You may opt out of text messages as described in the SMS section below.
You may also contact us to update your contact information or communication preferences.
Depending on where you live and subject to applicable exceptions, you may have additional rights regarding personal information, including rights to request access to, correction of, deletion of, or a copy of certain personal information we maintain about you.

Where applicable law provides a right to opt out of the sale of personal data, targeted advertising, or certain profiling activities, you may also exercise those rights by contacting us.
To submit a privacy request, contact us using the information in the Contact Us section below. We may need to verify your identity before completing a request.

If applicable law provides you with a right to appeal a decision concerning your privacy request, you may submit an appeal by replying to our decision or contacting us with the subject line “Privacy Appeal.”

Certain information may be exempt from these rights, including information subject to federal financial privacy laws or information we must retain to comply with legal, regulatory, contractual, fraud-prevention, or recordkeeping requirements.

8. SMS Privacy Policy and Terms
SMS Program
If you choose to opt in to our text messaging program, you may receive messages from The Go Go Sisterhood and/or Oak Harvest, consistent with the consent you provided.

Messages may relate to appointment scheduling and reminders, Sisterhood membership and events, consultation requests, educational information, retirement planning resources, community updates, and client or prospective-client communications.

Consent
We may collect your mobile telephone number and consent through website forms, membership applications, event registrations, verbal consent documented in our systems, written agreements, or electronic forms.

Consent to receive marketing text messages is not a condition of purchasing financial services or becoming a client of Oak Harvest.

Message Frequency
Message frequency varies depending on your interaction with The Go Go Sisterhood and Oak Harvest.

Message and Data Rates
Standard message and data rates may apply depending on your mobile carrier and service plan. Neither The Go Go Sisterhood nor Oak Harvest is responsible for charges imposed by your mobile carrier.

Opting Out
You may opt out of text messages at any time by replying STOP to a message.

After you opt out, you may receive a confirmation that your request has been processed. No additional messages will be sent through that messaging program unless you subsequently provide consent or re-enroll.

Where supported, you may reply START to re-enroll.

Help
For assistance, reply HELP to a message or contact us using the information below.

SMS Data Privacy
Mobile telephone numbers and SMS opt-in or consent information will not be sold, rented, or shared with third parties for their own marketing or promotional purposes.

We may share this information with service providers that assist us in delivering and administering text messages, subject to appropriate confidentiality and data-protection obligations, and when otherwise required or permitted by law.

9. Data Security
We maintain reasonable administrative, technical, and physical safeguards designed to protect personal information against unauthorized access, disclosure, alteration, destruction, or misuse.
These safeguards may include access controls, encryption, cybersecurity technologies, employee training, vendor review, and other measures appropriate to the nature of the information.

No website, communications platform, electronic storage system, or transmission method can be guaranteed to be completely secure. Accordingly, while we work to protect personal information, we cannot guarantee absolute security.

10. Data Retention
We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including administering Sisterhood membership, providing requested services, maintaining appropriate business and compliance records, resolving disputes, enforcing agreements, and satisfying legal and regulatory obligations.

Retention periods may vary depending on the nature of the information and the relationship involved.

11. Third-Party Websites and Services
Our website or communications may contain links to websites, applications, social media platforms, or other services operated by third parties.
Those services operate under their own privacy practices. We encourage you to review the privacy policies of third parties before providing information to them.

The inclusion of a link does not necessarily mean that The Go Go Sisterhood or Oak Harvest controls or endorses the third party's privacy practices.

12. Children's Privacy
The Go Go Sisterhood's website and programs are not directed to children under the age of 13, and we do not knowingly collect personal information online from children under 13.

If we learn that information from a child under 13 has been collected in circumstances requiring parental consent, we will take reasonable steps to delete the information.

13. Former Members and Clients
If you discontinue your membership in The Go Go Sisterhood, we may continue to retain and protect personal information as described in this Privacy Policy and as necessary for legitimate business, legal, compliance, and recordkeeping purposes.

If you cease to be an Oak Harvest client, information collected in connection with that financial relationship will continue to be handled in accordance with applicable financial privacy requirements and Oak Harvest's policies.

14. Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our practices, technology, programs, legal requirements, or other circumstances.
The effective date shown at the top of this Policy indicates when the Policy was most recently updated.

If we make material changes, we may provide additional notice where appropriate or required by law.
Changes to privacy practices involving financial customers will be communicated in accordance with applicable financial privacy laws and regulations.

15. Contact Us
If you have questions about this Privacy Policy, wish to update your information or communication preferences, or want to submit a privacy request, please contact:
The Go Go Sisterhood / Oak Harvest Financial Group
920 Memorial City Way, Suite 150
Houston, TX 77024
Phone: (281) 800-9127
Email: [email protected]


We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products. Advisory services are provided through Oak Harvest Investment services, LLC, a registered investment adviser. Insurance services are provided through Oak Harvest Insurance services, LLC, a licensed insurance agency.
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