Privacy Policy
Your privacy matters. This policy explains what we collect, why we collect it, and how we use it—especially when you submit our intake forms (contact requests, checklist signups, and scheduling links).
Information we collect
- Contact details (name, email) when you request a download, book a call, or submit our intake form.
- Intake details you choose to provide (e.g., timeframe, topic area, and a written description of your situation).
- Basic technical data (e.g., browser/device data) through standard analytics and hosting logs.
How we use your information
- To send requested materials (e.g., the free checklist).
- To respond to consultation requests and provide support.
- To improve site performance and user experience (aggregate insights).
What we do not do
- We do not sell your personal information.
- We do not share your information with third parties for marketing.
Third-party services
We may use third-party tools to operate this website and deliver services (e.g., scheduling, email delivery, payments, and form processing). These providers may process limited data on our behalf strictly for operational purposes.
Data retention
We retain intake submissions and communications only as long as reasonably necessary to respond, provide support, maintain records, and operate the service. You can request deletion as described below.
Your choices
If you would like to access, update, or request deletion of your information, email [email protected].
Note: Submitting an intake form does not create a client relationship or constitute financial, legal, or tax advice.