Terms of Service | Waypoint Finance Advisory

Overview

This Privacy Policy applies to the Waypoint Finance Advisory website and information collected through its online forms. In this policy, “Waypoint,” “we,” “us” and “our” refer to Waypoint Finance Advisory, LLC.

This website is intended to provide information about our business financial advisory services and allow business owners and representatives to contact us. It is not intended to collect sensitive personal, medical, account-login or payment information. Please do not submit confidential financial records, Social Security numbers, bank-account information, passwords or similar sensitive information through the website form.

Information we collect

We collect information you voluntarily provide when you contact us, complete an inquiry form or communicate with us. This may include:

Your name and business name;
Your email address and optional telephone number;
The service or type of assistance you are interested in;
The contents of your message; and
Any other information you choose to provide.

When you visit the website, our hosting, security and analytics services may automatically receive limited technical information. Depending on the tools enabled, this may include your Internet Protocol address, browser type, device type, referring page, pages visited, approximate location and the date and time of your visit.

How we use information

We may use the information we collect to:

Respond to questions and service inquiries;
Evaluate whether our services may be a suitable fit;
Communicate about requested services and next steps;
Maintain and improve the website and visitor experience;
Protect the website and prevent misuse or fraud;
Maintain business records; and
Comply with legal and regulatory obligations.

Submitting an inquiry does not create a client relationship. Information relating to an established client engagement may be governed by an additional engagement agreement and related policies.

Cookies and analytics

This website and its service providers may use cookies and similar technologies that help the website function, remember preferences, maintain security and understand website use. Cookies are small files stored through your browser.

We may use Google Analytics or a similar analytics service to understand general website traffic and performance. Analytics providers may collect information such as pages visited, device and browser information, general geographic information and interactions with the website. We use this information to improve the website rather than to make decisions about individual visitors.

You can control or delete cookies through your browser settings. Blocking certain cookies may affect how some website features function.

How information is shared

We do not sell or rent personal information. We may share information only as reasonably necessary:

With service providers that support website hosting, security, form processing, customer relationship management, analytics and business communications;
With professional advisers when reasonably necessary to operate or protect the business;
To comply with applicable law, legal process or a valid governmental request;
To protect the rights, safety and security of Waypoint, our clients, website visitors or others;
In connection with a business reorganization, merger, sale or similar transaction; or
With your direction or consent.

Service providers are permitted to process information for the functions they perform for us, subject to their agreements and applicable law.

LeadEngine forms and communications

Waypoint may use LeadEngine as a form-processing and customer relationship management platform. When you submit a website form, the information you provide may be transmitted to and stored within LeadEngine so that Waypoint can receive, organize and respond to your inquiry.

We will use your contact information to respond to your request. We will not use your telephone number for marketing text messages unless you separately provide the consent required for that communication.

Please do not include confidential accounting records, tax documents, banking information, passwords or other sensitive financial information in the general website inquiry form.

Data retention and security

We retain information for as long as reasonably necessary to respond to inquiries, provide requested services, maintain appropriate business records, resolve disputes and meet legal obligations. Retention periods may vary based on the nature of the information and our relationship with you.

We use reasonable administrative, technical and organizational measures intended to protect information. However, no method of transmission or electronic storage is completely secure, and we cannot guarantee absolute security.

Your choices and privacy requests

Depending on where you reside and subject to applicable law, you may have the right to request access to, correction of or deletion of certain personal information we maintain about you. You may also ask us to stop sending nonessential communications.

To make a privacy request, email meredith@waypointfinanceadvisory.com. We may need to verify your identity before fulfilling a request, and some information may be retained where permitted or required by law.

Children's privacy

This website is intended for business owners and representatives and is not directed to children under 13. We do not knowingly collect personal information from children under 13 through this website. If you believe a child has provided personal information to us, please contact us so that we can review and, where appropriate, delete it.

Third-party websites

The website may contain links to third-party websites or services. Their privacy practices are governed by their own policies. We encourage you to review those policies before providing information to a third party.

Updates to this policy

We may update this Privacy Policy to reflect changes to the website, our services or applicable requirements. The revised policy will be posted on this page with an updated effective date. Your continued use of the website after an update is subject to the revised policy.

Contact us

If you have questions about this Privacy Policy or how Waypoint handles personal information, contact:

Waypoint Finance Advisory, LLC
Email: meredith@waypointfinanceadvisory.com