Privacy Policy

1. Overview

Your CFO Solution ("Your CFO Solution," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains what information we collect through our website at yourcfosolution.com (the "Site") and any related scheduling, contact, or communication tools, how we use and share that information, and the choices available to you — including with respect to SMS/text message communications.

By using the Site, submitting a form, scheduling a consultation, or otherwise providing your information to us, you agree to the terms of this Privacy Policy. If you do not agree with this policy, please do not use the Site or provide us with your information.

2. Information We Collect

We collect information you voluntarily provide to us, including through our contact forms, consultation scheduling tools, and phone or email communications. This may include:

• Contact information: name, company name, email address, and phone number
• Business information: details about your company, such as approximate annual revenue, provided in connection with a financial assessment request
• Communication data: the content of messages, emails, or forms you submit to us, and records of calls, texts, or meetings we schedule with you
• Technical & usage data: IP address, browser type, device information, pages viewed, and referring URLs, collected automatically through standard web technologies

We do not knowingly collect financial account numbers, passwords, or other sensitive credentials through the Site. Please do not submit this type of information through our contact forms.

3. How We Use Your Information

We use the information we collect to:

• Respond to inquiries and schedule requested consultations or assessments
• Provide, operate, and improve our services and the Site
• Send administrative communications, including appointment confirmations and reminders
• Send marketing communications where you have opted in, and allow you to opt out at any time
• Understand how visitors use the Site so we can improve content and functionality
• Comply with legal obligations and enforce our Terms & Conditions

4. SMS / Text Messaging Terms

If you provide your mobile phone number to us — for example, by submitting a contact form, requesting a consultation, or otherwise opting in — you consent to receive text messages (SMS/MMS) from Your CFO Solution related to your inquiry, scheduled consultations, appointment reminders, follow-ups, and, where you separately opt in, promotional or informational messages.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. This does not include text messaging originator opt-in data and consent — this information will not be shared with any third parties for any purpose. Information collected for SMS consent purposes is used solely to facilitate communications between you and Your CFO Solution.

Standard message and data rates may apply based on your mobile carrier's rate plan. Consent to receive SMS messages is not a condition of purchasing any goods or services from us.

5. Cookies & Tracking Technologies

The Site may use cookies, pixels, and similar tracking technologies to understand visitor behavior, remember preferences, and support scheduling and analytics tools (such as our calendar and form-handling provider). You can control cookies through your browser settings; disabling cookies may affect certain features of the Site.

6. How We Share Information

We do not sell your personal information. We may share information with:

• Service providers who perform functions on our behalf, such as our website, scheduling, and customer relationship management platform, email and SMS delivery providers, and hosting providers — solely to help us operate the Site and communicate with you
• Legal & safety purposes, where required to comply with applicable law, regulation, legal process, or governmental request, or to protect the rights, property, or safety of Your CFO Solution, our clients, or others
• Business transfers, in connection with a merger, acquisition, or sale of assets, subject to standard confidentiality protections

As noted above, SMS opt-in consent and mobile phone information are never shared with third parties or affiliates for their own marketing or promotional purposes.

7. Data Security

We use reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

8. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this policy, including maintaining business records, complying with legal obligations, resolving disputes, and enforcing our agreements, after which it is securely deleted or anonymized.

9. Your Rights & Choices

You may:

• Opt out of SMS messages at any time by replying STOP
• Unsubscribe from marketing emails using the link in any email we send
• Request access to, correction of, or deletion of the personal information we hold about you
• Ask us questions about how your information is used

To exercise any of these rights, contact us using the details in the Contact Us section below. Depending on your state of residence, you may have additional rights under applicable privacy laws; we will honor requests consistent with those laws.

10. Children's Privacy

The Site is intended for business owners and professionals and is not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

11. Third-Party Links

The Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites, and we encourage you to review their privacy policies directly.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last Updated" date. Your continued use of the Site after changes are posted constitutes acceptance of those changes.

13. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at:

Your CFO Solution
Phone: (888) 810-4CFO
Email: [email protected]
Website: www.yourcfosolution.com