Privacy Policy

This is the privacy policy for sagebridgefc.com, the website of Sagebridge Financial Consulting in Arlington Heights, Illinois. We handle your money information all day, so we take your personal information seriously too. The short version: we collect only what we need, we use it only to work with you, and we never sell it.

What we collect

When you reach out through our contact form, we receive your name, email address, phone number, and whatever you tell us in your message. When you book a consultation, our scheduling provider (Calendly) collects your name, email, and appointment details. When you purchase the Know Your Sheet course, your payment is processed by our payment processor; we never see or store your full card number. Like most websites, our hosting provider automatically logs basic technical data such as IP address, browser type, and pages visited.

What we do with it

We use your information to respond to you, schedule and hold consultations, deliver the course you bought, provide the services you hire us for, and keep the records we’re required to keep. If you become a client, the financial records you share with us are governed by your engagement agreement and applicable professional standards, and they’re held in strict confidence.

What we never do

We don’t sell or rent your personal information, and we don’t share it with anyone except the service providers who make this site and our business run (hosting, scheduling, payments, email, accounting software), and only as needed for them to do their jobs.

Cookies and tracking

This site uses essential cookies to function, plus basic analytics to understand how visitors use the site. We honor Global Privacy Control (GPC) browser signals; if your browser sends one, any non-essential tracking is turned off for you.

Your rights

Depending on where you live, you may have the right to see, correct, delete, or receive a copy of the personal information we hold about you, and to opt out of any sale or sharing (we don’t do either). To exercise any of these rights, email Shanna@SagebridgeFC.com and we’ll respond within 45 days. Asking will never change how we treat you.

Retention and security

We keep inquiries and client records only as long as we need them for the work and for legal, tax, and professional requirements, then delete them. Data is stored with reputable providers using industry-standard security. No method of transmission is 100% secure, but we take reasonable measures to protect what you share.

Children

This site is for business owners, not kids. We don’t knowingly collect information from anyone under 13.

Changes and contact

If this policy changes, we’ll update the date at the top. Questions: Shanna@SagebridgeFC.com or (224) 248-8189.