The term “Personal Information” is defined as information that you voluntarily provide to us which personally identifies you and/or your contact information, such as your name, phone number and email address.
Information We Collect
Personal Information. This Site only collects the Personal Information you voluntarily provide to us which may include:
Your full name, email address and company name in order to subscribe to our newsletter and receive our free Financially Wise Toolkit;
Your full name, email address, website and comments in order to post a comment on our blog;
Your full name, email address, phone number and message in order to contact us via our contact form;
Your full name, email address, phone number, city, specific issues or questions, how you heard about us and your status in order to request a free Discovery Meeting Consultation/Discovery Call.
We may contact you using the Personal Information you provided to communicate with you and to send you information about our services and/or the services of third parties which we believe would be of interest to you.
Activity. We may record information relating to your use of the Site, such as the searches you undertake, the pages you view, your browser type, IP address, requested URL, referring URL, and timestamp information. We use this type of information to administer the Site and provide the highest possible level of service to you. We also use this information to perform statistical analyses of user behavior and characteristics in order to measure interest in and use of the various areas of the Site.
We may send cookies to your computer in order to uniquely identify your browser and improve the quality of our service. The term “cookies” refers to small pieces of information that a website sends to your computer’s hard drive while you are viewing the Site. We may use both session cookies (which expire once you close your browser) and persistent cookies (which stay on your computer until you delete them). You have the ability to accept or decline cookies using your web browser settings. If you choose to disable cookies, some areas of the Site may not work properly or at all.
How Your Information is Used
The information you provide is used to process transactions, send periodic emails and improve the service we provide. We do share your information with trusted third parties who assist us in operating our website, conducting our business and servicing clients and visitors. These trusted third parties agree to keep your information confidential. Your Personal Information will never be shared with unrelated third parties.
Third Party Links
Security Measures. We maintain security measures to protect your Personal Information from unauthorized access, misuse or disclosure. However, no exchange of data over the Internet can be guaranteed as 100% secure. While we make every effort to protect your Personal Information shared with us through our Site, you acknowledge that the Personal Information you voluntarily share with us through this Site could be accessed or tampered with by a third party. You agree that we are not responsible for any intercepted information shared through our Site without our knowledge or permission. Additionally, you release us from any and all claims arising out of or related to the use of such intercepted information in any unauthorized manner.
You should remember that when you use our Site to post comments and share other information, any information that you provide may not be secure and can be collected and used by others. As a result, you should exercise caution before you make such disclosures.
How to Update Your Information
If you opt-in to receive our newsletter, the option to unsubscribe will be included in every email. You may also access and correct your Personal Information and privacy preferences by contacting us with your request at
Notification of Changes to this Policy
You acknowledge and agree that it is your responsibility to review this site and this Policy periodically and to be aware of any modifications. Updates to this Policy will be posted on this page.
Updated: April 2019