Privacy policy

Template text for review. Adam should confirm this policy with his own legal advisor before launch.

Information we collect

When you fill out a form, book a call, or contact us, we may collect:

• Your name, organization, and job title
• Your email address and phone number
• Details you choose to share about your organization and its costs
• Invoices, statements, or other documents you provide for a review

Like most websites, we also collect basic technical information automatically, such as your browser type, pages visited, and approximate location, using cookies and similar tools.

How we use your information

We use your information to:

• Respond to your request and schedule conversations
• Carry out cost reviews you ask us to perform
• Send follow-up emails and text messages related to your inquiry
• Improve our website and services
• Meet legal and record-keeping obligations

We do not sell your personal information.

Text messages (SMS)

If you agree to receive text messages, we will send messages related to your inquiry, such as appointment confirmations, reminders, and follow-ups. Message frequency varies. Message and data rates may apply.

You can opt out at any time by replying STOP. Reply HELP for help.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging opt-in data and consent will not be shared with any third parties.

Email

We send emails related to your inquiry and, where you have shown interest, occasional articles and updates. Every marketing email includes an unsubscribe link.

How we share information

We share information only as needed to run our business, including with:

• Service providers that host our website, CRM, scheduling, and communications, who process data on our behalf
• Vendors you ask us to negotiate with, limited to what is needed for that work
• Authorities, when required by law

Documents you provide

Invoices and statements shared for a review are used only to perform that review and are kept confidential.

Cookies

We use cookies to keep the site working, understand how it is used, and remember your preferences. You can control cookies through your browser settings.

Keeping and protecting your data

We keep personal information only as long as needed for the purposes above or as required by law, and we use reasonable safeguards to protect it.

Your choices

You can ask to access, correct, or delete your personal information, or to stop receiving communications, by contacting us using the details below.

Contact us

Trifecta Advisory Corp
Full mailing address
[email protected]

Changes to this policy

We may update this policy from time to time. The date at the top of the page shows when it last changed.