Last updated: July 2026.
This policy covers information collected through thefinancesquad.com (this website) — not the financial records, statements, or account access a client shares with us once an engagement begins. That's governed separately by the engagement agreement each client signs with us, which includes its own confidentiality and data-handling terms specific to that work.
When you submit the form on our Contact page, we collect what you enter: your business name, a selected annual revenue range, a description of the problem you're facing, and your email address. We don't collect a phone number through this site, and we don't run advertising trackers or third-party analytics cookies on these pages.
Like most websites, our hosting provider automatically logs basic technical information (such as IP address and browser type) for security and performance purposes. This is standard server behavior, not something we actively collect or analyze ourselves.
We use what you submit to respond to your inquiry, evaluate whether we're a good fit for your business, and follow up about a consultation or assessment. We do not sell, rent, or share your information with third parties for their own marketing purposes.
We take reasonable administrative and technical precautions to protect information submitted through this site. No method of transmission or storage is perfectly secure, and we can't guarantee absolute security — but we don't treat that as an excuse to be careless with it.
We retain website inquiry information for as long as it's useful for the business purposes above, or until you ask us to delete it, whichever comes first.
To ask a question about this policy, or to request access to, correction of, or deletion of information you've submitted through this site, please reach out through our Contact page. We don't publish a direct email or phone number on this site as a precaution against fraud and spam targeting our inbox, but every message submitted through the site reaches us directly.
This website and our services are directed at business owners and are not intended for use by children. We do not knowingly collect information from anyone under 18.
We may update this policy from time to time. The "last updated" date at the top of this page will reflect the most recent revision.
This policy is governed by the laws of the State of Texas, without regard to conflict-of-law principles.