Information We Collect

We gather only what is necessary to serve you with intention — your name, email, financial goals, and the business insights you choose to share during consultations and strategy sessions.

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How We Use Your Information

Your information informs the work we do together: private strategy sessions, funding readiness assessments, and tailored consultations. It is never used for purposes beyond the engagement you have entrusted to us.

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Confidentiality Commitment

Your information is never sold, rented, or exchanged. It is shared only with your explicit consent, and only when doing so directly advances the outcomes of our work together.

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Data Security

We maintain administrative, technical, and physical safeguards designed to protect your information against unauthorized access, alteration, or disclosure.

 

Third-Party Links

Our communications may occasionally reference outside resources. We are not responsible for the privacy practices of third-party websites and encourage you to review their policies independently.

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Your Rights

You may request access to the information we hold about you, ask for corrections, or request deletion at any time. We honor every such request promptly and discreetly.

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Updates to This Policy

This policy may evolve as our practice grows. Material changes will be reflected on this page with a revised effective date.

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Contact

For any questions regarding your privacy, write to info@dreamstolegacy.net.