Privacy Policy
CoreBalance Advisory ("we," "our," or "us") respects your privacy. This Privacy Policy explains how we collect, use, and protect information when you visit corebalanceadvisory.com (the "Site") or interact with us through any of our digital channels.
1. Information We Collect
Information you provide
We collect information you give us directly when you submit our contact form, schedule a discovery call, or otherwise communicate with us. This may include:
- Name, email address, and phone number
- Company or practice name
- Industry, annual revenue range, and service interest
- Any details you choose to share in your message
Information collected automatically
When you visit the Site, our hosting and analytics providers may automatically collect technical information such as your IP address, browser type, device type, referring URL, and pages visited. This information is used in aggregate to understand site performance and is not used to personally identify you.
2. How We Use Your Information
We use the information you provide to:
- Respond to your inquiries and schedule discovery calls
- Provide the services you request
- Communicate with you about engagements, follow-ups, and relevant updates
- Improve our website and service offerings
- Comply with legal obligations
We do not sell your personal information. We do not share it with third parties for their marketing purposes.
3. Third-Party Service Providers
We rely on a small set of trusted vendors to operate the Site and our practice. Each has its own privacy policy:
- Netlify — hosting of corebalanceadvisory.com
- Formspree — processing of contact form submissions
- Calendly — scheduling of discovery calls
- Zoom — video conferencing for scheduled calls
- Google Fonts — web typography
These providers process your information only to provide their services to us and are bound by their own privacy and security obligations.
4. Cookies and Similar Technologies
The Site itself does not set tracking cookies. Our service providers (Calendly, Formspree, hosting) may set functional cookies necessary for their tools to operate. You can disable cookies in your browser settings, though some site features may not function properly without them.
5. Data Retention
We retain personal information for as long as needed to fulfill the purposes described above, comply with our legal obligations, resolve disputes, and enforce our agreements. When information is no longer needed, we securely delete or anonymize it.
6. Your Rights
Depending on where you live, you may have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information
- Withdraw consent for any optional processing
- Lodge a complaint with a data protection authority
To exercise any of these rights, email susank@corebalanceadvisory.com.
7. Security
We use reasonable administrative, technical, and physical safeguards to protect your information. No system is perfectly secure, however, and we cannot guarantee absolute security of information transmitted over the internet.
8. Children's Privacy
Our services are intended for business owners and operators. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has provided us with personal information, please contact us so we can promptly delete it.
9. Changes to This Policy
We may update this Privacy Policy from time to time. The "Last updated" date at the top of this page reflects the most recent revision. Material changes will be communicated via the Site or by direct notice to active clients.
10. Contact Us
Questions about this Privacy Policy or your information? Reach out to:
CoreBalance Advisory
Email: susank@corebalanceadvisory.com
Phone: (315) 599-2571