Privacy policy

This is a placeholder policy. Replace with legal-reviewed text before public launch.

What we collect

• Email addresses submitted through our subscribe form.
• Form data from the advisor-match form: assets range, equity concentration, state, email.
• Aggregate analytics via privacy-respecting tools (no cross-site tracking).

How we use it

• Matching you with advisors in our network (advisor-match submissions only).
• Sending newsletter and tax-season checklists (subscribers only).
• Measuring content performance at an aggregate level.

What we don't do

We do not sell your data to third parties. We do not share your information with advertisers. Advisor-match submissions are shared only with the advisors we match you to, and only after your explicit consent.