Privacy Policy

Effective Date: June 9, 2025
Hearthstone Financial | https://www.hearthstonefinancial.org

At Hearthstone Financial, your privacy is a priority. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website or engage with our services.

1. Information We Collect

We may collect the following types of information:

Personal Information: Name, email address, phone number, address, financial goals, and other information you provide via forms, bookings, or messages.
Usage Data: IP address, browser type, pages visited, time spent on the site, and referral sources.
Cookies and Tracking Technologies: We use cookies to improve your browsing experience and collect anonymous analytical data.

2. How We Use Your Information

We use your information to:

Provide and manage our financial planning and budgeting services
Respond to inquiries or service requests
Personalize your experience on our website
Improve our site’s performance, functionality, and security
Comply with legal and regulatory obligations

3. How We Share Your Information

We do not sell your personal information. We may share your data with trusted service providers who assist with operations such as:

Website hosting
Scheduling and communication tools
Marketing platforms (e.g., Meta Messenger, if you choose to message us)

These providers are contractually obligated to safeguard your data and only use it for the purposes specified.

4. Your Privacy Rights

Depending on your location, you may have rights such as:

Access: Request a copy of the personal data we hold about you.
Correction: Ask us to fix incorrect or incomplete information.
Deletion: Request we delete your data, subject to legal exceptions.
Opt-Out: Withdraw consent for communications or tracking where applicable.

To exercise any of these rights, contact us at dinoh@hearthstonefinancial.org.

5. Data Retention

We retain personal data only as long as necessary to provide services, comply with legal requirements, or fulfill legitimate business purposes.

6. Third-Party Links

Our website may contain links to external sites we don’t control. We are not responsible for their content or privacy practices. Please review their policies separately.

7. Security

We implement reasonable technical and organizational safeguards to protect your personal data. However, no method of transmission or storage is 100% secure.

8. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect data from children.

9. Changes to This Policy

We may update this policy occasionally. The “Effective Date” will be revised accordingly. Material changes will be communicated clearly on this page.

10. Contact Us

If you have questions about this policy or your personal data, please reach out:

Hearthstone Financial
Email: dinoh@hearthstonefinancial.org
Website: https://www.hearthstonefinancial.org