Jessica White Financial Strategist is committed to protecting your privacy and safeguarding your personal information. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website or use our financial planning and consulting services in the United States. By using this website, you agree to the terms outlined in this policy. 

Information I Collect

I may collect personal information that you voluntarily provide when you contact us, schedule a consultation, subscribe to updates, or request financial services. This information may include your name, email address, phone number, mailing address, and other details necessary to provide financial planning, tax strategy, retirement planning, or wealth management services.

We also automatically collect certain technical information when you visit our website. This may include your IP address, browser type, device information, pages visited, and general usage data. These details help us understand how visitors use our website and allow us to improve performance and user experience.
 

How I Use Your Information

We use your information to provide professional financial services, respond to inquiries, schedule consultations, and deliver personalized financial guidance. Your information may also be used to improve our website, communicate important updates, and comply with legal and regulatory requirements.

Our goal is to ensure that every interaction supports secure, reliable, and professional financial consulting services for individuals, families, and small business clients across the United States.

Sharing of Information

Jessica White Financial Strategist does not sell or rent your personal information to third parties. However, we may share information with trusted service providers who help operate our business, such as payment processors, technology platforms, or compliance partners. These providers are required to maintain confidentiality and protect your information.

We may also disclose information when required by law, regulation, or legal process.

Data Security

We take reasonable steps to protect your personal and financial information using industry-standard security measures. These measures may include secure servers, encrypted connections, and restricted access to sensitive data.

While we strive to protect your information, no method of transmission over the internet is completely secure. By using this website, you acknowledge and accept this risk.

Cookies and Website Tracking

Our website may use cookies and similar technologies to improve functionality, analyze visitor behavior, and enhance your browsing experience. Cookies help us understand which pages are most useful and allow us to provide a smoother and more personalized experience.

You can adjust your browser settings at any time to refuse cookies if you prefer.

Your Privacy Rights

Depending on your state of residence in the United States, you may have certain rights regarding your personal information. These rights may include the ability to request access to your data, request corrections, request deletion of information, or opt out of marketing communications.

We will respond to all privacy requests in accordance with applicable U.S. privacy laws, including state consumer privacy regulations.

Data Retention

We retain personal information only for as long as necessary to provide financial services, maintain accurate records, comply with legal obligations, and resolve disputes when required.