Privacy Policy

We collect information you voluntarily provide through contact forms, audit booking forms, intake questionnaires, calls, and emails. This may include your name, email address, phone number, mailing address, and information you share about your credit, finances, business, or real estate goals.

We also collect basic technical information automatically when you visit our site, such as device type, browser, referring page, and general usage analytics. This information is used to operate and improve the website.

We use your information to respond to your inquiries, schedule consultations, deliver the services you have requested, communicate with you about your account or matter, and meet legal and recordkeeping obligations.

We may also use your information to send service updates, educational materials, and follow-ups. You can opt out of marketing communications at any time.

We do not sell your personal information. We share information only with service providers that help us operate the business (such as hosting, scheduling, intake, email, and analytics tools), with our supervising attorney or law firm when a matter is referred for legal review, and where required by law or to protect our rights.

Service providers are expected to handle your information in a manner consistent with this policy.

By submitting a form or providing your contact information, you consent to be contacted by phone call, SMS/text message, and email regarding your inquiry and services. Message and data rates may apply. Consent to marketing messages is not a condition of any purchase. You can reply STOP to opt out of SMS or use the unsubscribe link in any marketing email.

We use reasonable administrative, technical, and physical safeguards to protect the personal information we collect. No method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

You may request access to, correction of, or deletion of personal information we hold about you, subject to legal and recordkeeping requirements. To make a request, contact us using the information on the website.

Our services are intended for adults. We do not knowingly collect personal information from children under 13. If you believe a child has provided us information, please contact us so we can remove it.

We may update this Privacy Policy from time to time. The most current version will always be posted on this page with a revised last updated date.