Privacy Policy

Sequential Financial Strategies
Effective Date: March 20, 2026


Sequential Financial Strategies ("we," "us," or "our") operates the website located at sequentialfinancialstrategies.com (the "Site"). We are committed to protecting your personal information and being transparent about the data we collect when you visit our Site or engage with our services. This Privacy Policy explains what information we collect, how we use it, and your rights with respect to that information.
By using this Site, you agree to the practices described in this Privacy Policy. If you do not agree, please discontinue use of the Site.


1. Information We Collect
1.1 Information You Provide Directly
We may collect personal information that you voluntarily provide when you:
Fill out a contact form or inquiry form on our Site
Request a consultation or financial planning session
Sign up for our newsletter or email communications
Apply for a career or partnership opportunity
This information may include your name, email address, phone number, and any details you choose to share in your message.
1.2 Information Collected Automatically
When you visit our Site, certain information is automatically collected through cookies and similar tracking technologies, including:
IP address and general geographic location
Browser type and version
Pages viewed and time spent on each page
Referring website or link
Device type and operating system
This data is collected in aggregate and is used to analyze website traffic and improve your experience on our Site.
1.3 Cookies
Our Site uses cookies to analyze website traffic and optimize your experience. You may decline cookies through the consent banner displayed on your first visit, or by adjusting your browser settings. Please note that disabling cookies may affect certain functionality of the Site.


2. How We Use Your Information
We use the information we collect for the following purposes:
To respond to your inquiries, questions, and requests
To schedule consultations and provide financial education services
To send you newsletters, updates, and educational content (with your consent)
To analyze and improve the performance and usability of our Site
To comply with applicable legal obligations
To protect our legal rights and the security of our Site
We do not use your personal information for automated decision-making or profiling.


3. Sharing of Your Information
We respect your privacy and do not sell, rent, or trade your personal information to third parties. We may share your information in the following limited circumstances:
Service Providers: We may share data with trusted third-party vendors (such as website hosting, email delivery, or analytics providers) who assist us in operating our Site and business. These parties are contractually obligated to protect your information and use it only for the purposes we specify.
Legal Requirements: We may disclose information if required to do so by law, regulation, or valid legal process (such as a court order or government request).
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We will notify you of any such change.
Protection of Rights: We may disclose information to protect the rights, property, or safety of Sequential Financial Strategies, our clients, or others.


4. Data Retention
We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we securely delete or anonymize it.


5. Third-Party Links and Services
Our Site may contain links to third-party websites or resources. We are not responsible for the privacy practices or content of those external sites. We encourage you to review the privacy policies of any third-party sites you visit.
Our Site is hosted on a third-party website builder platform. Their data practices are governed by their own privacy policy.


6. Security
We take reasonable technical and organizational measures to protect your personal information from unauthorized access, loss, or misuse. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.


7. Children's Privacy
Our Site and services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately and we will take steps to delete it.


8. Your Rights and Choices
Depending on your jurisdiction, you may have the following rights regarding your personal information:
Access: Request a copy of the personal information we hold about you.
Correction: Request that we correct inaccurate or incomplete information.
Deletion: Request that we delete your personal information, subject to certain exceptions.
Opt-Out: Unsubscribe from our marketing emails at any time by clicking the unsubscribe link in any email or contacting us directly.
Cookie Preferences: Adjust your cookie preferences through your browser settings or our consent banner.
To exercise any of these rights, please contact us at contact@sequentialfinancialstrategies.com. We will respond to your request within a reasonable timeframe and in accordance with applicable law.


9. California Privacy Rights (CCPA)
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect and disclose, the right to delete your personal information, and the right to opt out of the sale of your personal information. We do not sell personal information. To exercise your California rights, contact us using the information below.


10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the Effective Date at the top of this page. We encourage you to review this Policy periodically. Your continued use of the Site after any changes constitutes your acceptance of the updated Policy.


11. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us:
Sequential Financial Strategies
Website: sequentialfinancialstrategies.com
Email: contact@sequentialfinancialstrategies.com


Educate. Execute. Prosper.