Privacy Policy

This policy explains what information Insight Financial Group, LLC ("we," "us," or "our") collects through insightfinancialgrp.com (the "site"), how we use it, and the choices you have. It applies to visitors to the site and to people who submit our contact form or book a consultation.

1. Overview

Insight Financial Group provides fractional CFO and financial consulting services. This site is hosted on Squarespace and uses a Squarespace contact form and the HoneyBook scheduling and client platform to handle inquiries and book consultations. This policy covers information collected through those tools on our behalf, not information you separately share with us once we're working together, which is covered by your engagement agreement.

2. Information we collect

Information you provide directly. When you submit our contact form, we collect your name, email address, organization, organization type, and whatever you write about what you're hoping to solve. If you book a consultation through HoneyBook, HoneyBook collects the scheduling details you provide there, such as your name, email, and appointment time.

Please don't include account numbers, passwords, or other sensitive financial details in the contact form or booking notes.

Information collected automatically. Like most websites, our site automatically collects some technical information through cookies and similar tools, such as your browser and device type, general location based on IP address, pages visited, and how you navigate the site. This is collected through Squarespace's built-in analytics.

3. How we use your information

We use the information you submit to: Respond to your inquiry and follow up about a potential engagement. Schedule and manage consultations. Send you the automatic confirmation reply when you submit our form. Improve our site and services based on how visitors use them.

We don't use your information to make automated decisions about you, and we don't sell it.

4. Cookies and analytics

Our site uses cookies through Squarespace's built-in analytics to understand visits, general usage patterns, and traffic sources. This data is aggregated and doesn't identify you personally. We don't use third-party advertising cookies, and we don't share this data for marketing purposes.

You can control or delete cookies through your browser settings. If you disable cookies, some parts of the site may not work as intended.

5. Third-party services we use

We rely on a few outside services to run this site and our booking process. Each acts as a data processor on our behalf and has its own privacy policy:

• Squarespace, our website host, which provides site hosting, the contact form, built-in analytics, and email automation (Squarespace Email Campaigns).

• HoneyBook, which we use for consultation scheduling and client management.

We encourage you to review each provider's privacy policy for details on how they handle data.

6. How we share information

We don't sell or rent your information. We share it only: With the service providers named above, so they can perform the functions we use them for. If required by law, or to protect our legal rights. With your consent, or as part of a business transition such as a merger or sale.

7. Data retention

We keep contact form submissions and booking information for as long as needed to respond to your inquiry, manage our client relationship if one develops, and meet our own recordkeeping and legal obligations. [Confirm a retention period, such as deleting inquiries that don't become clients after a set number of months or years.]

8. Your choices and rights

You can: Ask what information we have about you, or ask us to correct or delete it. Opt out of future emails from us using the unsubscribe link in any email. Manage or delete cookies through your browser settings.

Depending on where you live, you may have additional rights under laws such as the California Consumer Privacy Act (CCPA) or the General Data Protection Regulation (GDPR). To exercise any of these choices, contact us through our Contact Page.

9. Children's privacy

Our site and services are intended for business and organizational leaders. We don't knowingly collect information from children, and our services aren't directed to anyone under 18.

10. Security

We rely on Squarespace's and HoneyBook's security measures to protect information submitted through the site. No method of transmission or storage is completely secure, so we can't guarantee absolute security. That's why we ask you not to include sensitive financial details, account numbers, or passwords in the contact form.

11. Changes to this policy

We may update this policy from time to time. Continued use of the site after a change means you accept the updated policy.

12. Contact us

If you have questions about this policy or want to exercise your privacy choices, reach us through our Contact Page.