Privacy Policy
Effective Date: May 18, 2026
At Caliper Financial Strategies, we respect your privacy and are committed to protecting the personal data you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or engage with our consulting and mentorship services.
1. Information We Collect
We only collect personal information that you voluntarily provide to us when you express an interest in obtaining information about our services, subscribe to our insights, or reach out via our contact forms. This information may include:
- Identity Data: First name and last name.
- Contact Data: Email address and phone number.
- Communication Data: Any details or descriptions you provide regarding your family, business, or organizational needs in our contact forms.
2. How We Use Your Information
We use the information we collect solely to provide a secure, tailored, and professional experience. Specifically, we use your data to:
- Respond to your direct inquiries and schedule private educational conversations.
- Deliver the newsletters, insights, or informational materials you have subscribed to.
- Maintain and optimize the security and performance of our website.
- Comply with applicable legal or regulatory obligations.
3. Sharing and Disclosure of Information
We do not sell, trade, or rent your personal information to third parties. Your data is strictly confidential. We may only share information with trusted third-party service providers (such as website hosting platforms or email delivery systems) who assist us in operating our website and conducting our business, under strict confidentiality agreements. We may also disclose information if required by law to comply with legal proceedings or protect the rights and safety of our firm and clients.
4. Data Security
We implement appropriate technical and organizational security measures to protect your personal data from unauthorized access, alteration, disclosure, or destruction. However, please note that no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee absolute security.
5. Your Rights and Choices
Depending on your location, you may have certain rights regarding your personal information, including:
- The right to access or request a copy of the data we hold about you.
- The right to request that we correct or update any inaccurate information.
- The right to request the deletion of your personal data from our systems.
- The right to opt-out of receiving future promotional emails or newsletters by clicking the "unsubscribe" link at the bottom of our communications.
6. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. Any changes will be posted on this page with an updated "Effective Date.