Privacy Policy — Financially Yours, Katie

Effective Date: August 20, 2026

At Financially Yours, Katie, your privacy is important to me. This Privacy Policy explains what information I collect, how I use it, and how I keep it safe.

Information I Collect

- Contact details: name, email, phone number (via Squarespace forms, Calendly, or intake forms).

- Financial information: account statements, receipts, and bookkeeping records (via QuickBooks and Monarch Money).

- Payment details: billing information processed securely through Stripe and Relay.

- Contract information: signed agreements and onboarding documents (via WeSignature).

- Website usage data: basic analytics collected automatically by Squarespace.

How I Use Your Information

- To schedule calls and manage appointments through Calendly.

- To prepare and deliver personal finance organizing services using Monarch Money.

- To provide bookkeeping services using QuickBooks.

- To send contracts and collect signatures via WeSignature.

- To process payments securely through Stripe and manage transfers with Relay.

- To communicate with you about services, updates, and support.

Sharing of Information

I only share your information with trusted third‑party tools I use to deliver services:

- Squarespace (website hosting)

- Calendly (scheduling)

- WeSignature (contracts)

- Stripe & Relay (payments)

- QuickBooks & Monarch Money (finance tools)

I do not sell or rent your personal information to anyone.

Data Security

I take reasonable steps to protect your information:

- Secure platforms (SSL encryption, password protection).

- Limited access — only I can view your client data.

- Regular review of tools to ensure compliance with privacy standards.

Data Retention & Deletion

-I retain client financial records only for as long as necessary to provide services and meet legal or tax obligations. This may include bookkeeping data stored in QuickBooks and personal finance information managed through Monarch Money.

-Once services are completed, I will keep records for up to 7 years to comply with tax and accounting requirements. After that period, records will be securely deleted or anonymized.

-You may request deletion of your personal or financial information at any time. If legal or regulatory obligations require me to retain certain records (such as tax documentation), I will inform you and delete all other non‑essential data.

Your Rights

You have the right to:

- Request a copy of the information I hold about you.

- Ask me to correct or delete your information.

- Opt out of communications at any time.

Contact

If you have questions about this Privacy Policy, please contact me at:

Email: hello@financiallyyourskatie.com

Location: Sacramento, CA