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Privacy Policy
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Rooted Financial Consulting
Effective Date: October 12, 2026
1. Introduction
Rooted Financial Consulting ("I","we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us.
This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, inquire about our services, or engage with our business.
By using our website, you acknowledge the information practices described in this Privacy Policy.
2. Information We Collect
We may collect information that you voluntarily provide when contacting us, requesting services, or completing forms on our website.
This information may include:
- Your name and contact information
- Business or organization name
- Email address and phone number
- Information about requested consulting services
- Financial or administrative information voluntarily provided
- Communications and correspondence with our business
- Other information necessary to respond to inquiries or provide requested services
We may also receive certain technical information automatically when you visit our website, including browser type, device information, pages visited, and website usage data.
We encourage visitors not to submit Social Security numbers, bank account credentials, passwords, or other highly sensitive financial information through general website contact forms.
3. How We Use Your Information
Information collected through our website or business communications may be used to:
- Respond to inquiries and consultation requests
- Provide financial and administrative consulting services
- Communicate regarding appointments, services, and business matters
- Prepare service proposals and client agreements
- Maintain accurate business records
- Improve our website and customer experience
- Fulfill contractual and legal obligations
- Protect against fraud, unauthorized access, and misuse
We use personal information only for legitimate business purposes, as otherwise disclosed to you, or as permitted or required by applicable law.
4. Financial Information and Client Confidentiality
As a financial consulting business, Rooted Financial Consulting recognizes the importance of confidentiality and responsible handling of financial information.
Financial records, budgets, grant documentation, accounting information, and other client materials received during consulting engagements are handled with appropriate care and discretion.
We take reasonable steps to limit access to sensitive client information and use it only for authorized business purposes.
Additional confidentiality, information-sharing, and document-handling requirements may be established through individual client service agreements.
5. Website Hosting, Cookies, and Analytics
Our website is hosted and published using services provided by IONOS.
IONOS may process technical information necessary to operate, maintain, and secure the website, including information associated with website visits and server activity.
Our website may use essential cookies required for its functionality. Website analytics may also be used to understand general visitor activity and improve website performance.
Where IONOS SiteAnalytics is enabled, information may be collected through server logs or measurement pixels, including browser information, pages visited, and anonymized IP address data.
If additional analytics, advertising, or nonessential tracking technologies are implemented, we will update this Privacy Policy and provide consent or preference controls where required by applicable law.
You may also manage cookies through your browser settings, although disabling certain cookies may affect website functionality.
6. Sharing of Information
We may share information with trusted third-party service providers when reasonably necessary to operate our business, maintain our website, communicate with clients, process payments, or deliver requested services.
These providers may include website hosting, email, scheduling, document storage, payment processing, and other business technology services.
We may also disclose information when required by law, in response to valid legal requests, or when necessary to protect our legal rights.
We do not authorize service providers to use confidential client financial information for their own unrelated purposes.
7. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.
However, no method of electronic transmission or data storage is completely secure. We cannot guarantee absolute security of information transmitted through the internet.
For sensitive financial records, we may require clients to use approved methods of secure document exchange rather than standard website forms or email.
8. Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, maintain business records, meet contractual obligations, resolve disputes, or comply with applicable legal requirements.
Retention periods may vary depending on the type of information and the nature of the business relationship.
When information is no longer reasonably required, we take appropriate steps to securely delete, dispose of, or de-identify it, subject to applicable retention requirements.
9. Your Privacy Rights
Depending on your place of residence and applicable privacy laws, you may have certain rights relating to your personal information, including the ability to request access to, correction of, or deletion of information we maintain about you.
Certain requests may be subject to exceptions, including legal, contractual, security, and recordkeeping obligations.
To submit a privacy-related inquiry or request, please contact us using the information provided below.
We will review and respond to requests in accordance with applicable law.
10. Third-Party Websites and Services
Our website may contain links to third-party websites, scheduling platforms, payment processors, or other external services.
Rooted Financial Consulting is not responsible for the privacy practices or content of independently operated third-party websites.
We encourage visitors to review the privacy policies of external services before providing personal information.
11. Children's Privacy
Our website and consulting services are intended for adults and businesses and are not directed toward children under the age of 13.
We do not knowingly collect personal information directly from children under 13 through our website.
If we become aware that such information has been collected without appropriate parental authorization, we will take reasonable steps to delete it as required by applicable law.
12. Changes to This Privacy Policy
Rooted Financial Consulting may update this Privacy Policy periodically to reflect changes in business operations, website features, legal requirements, or information-handling practices.
Any updates will be posted on this page with a revised effective date.
We encourage visitors to review this Privacy Policy periodically.