Privacy Policy

Information we collect

When you submit our contact form, we collect the name, email address, phone number, company name, service of interest, and message you provide. If you contact us by phone or email, we retain the details of that correspondence.

We also collect limited technical information automatically, such as browser type, device type, referring page, and pages viewed, in order to understand how the site is used and to keep it secure.

How we use your information

We use the information you provide to respond to your inquiry, schedule and conduct consultations, deliver consulting services, send information you have requested, and maintain our internal business records.

We do not use your information for automated decision-making, and we do not sell or rent personal information to third parties under any circumstances.

Legal basis and consent

We process the information you submit because you have voluntarily provided it in order to request contact from us, and because we have a legitimate interest in responding to business inquiries and operating our firm.

Sharing your information

We share personal information only with service providers who help us operate our business — for example email hosting, website hosting, and scheduling tools — and only to the extent necessary for them to perform that service.

We may disclose information where required by law, court order, or a valid governmental request, or where necessary to protect our legal rights.

Confidentiality of client information

Information you share with us during a consultation or engagement, including financial data, operational details, and strategic plans, is treated as confidential. We do not disclose client information or identify clients in marketing materials without written permission.

Data retention

We retain inquiry information for as long as needed to respond and to maintain a record of our communications, and client engagement records for as long as required by our professional and legal obligations. You may request earlier deletion at any time.

Cookies and analytics

This site may use cookies and similar technologies to remember preferences and to measure aggregate traffic. You can disable cookies in your browser settings; core pages of this site will continue to function.

Data security

We use reasonable administrative, technical, and physical safeguards to protect personal information against loss, misuse, and unauthorized access. No method of transmission over the internet is completely secure, so we ask that you not send sensitive financial documents through the contact form.

Your California privacy rights

California residents may request access to the categories and specific pieces of personal information we hold about them, request correction or deletion of that information, and ask that we disclose whether we have sold or shared it. We do not sell personal information. You will not be discriminated against for exercising these rights.

To make a request, email us or call the office using the details below. We may need to verify your identity before responding.

Children's privacy

Our services are directed to businesses and their representatives. We do not knowingly collect personal information from anyone under the age of 16.

Changes to this policy

We may update this policy to reflect changes in our practices or in applicable law. The effective date below indicates the most recent revision.