Privacy Policy

Clarity CFO Advisory ("Clarity CFO Advisory," "we," "us") operates claritycfofirm.com and its subdomains, including assessment.claritycfofirm.com and card.claritycfofirm.com. This policy explains what we collect, how we use it, and the choices you have.

1. Information we collect.

• Information you give us: your name, email address, phone number, your answers to the Financial Clarity Check, and anything you share when you book a call, message us, or become a client.
• Information collected automatically: IP address, browser and device type, pages viewed, and similar usage data, through cookies and analytics tools.
• Records of our communications with you, including emails, text messages, and booking details.

Please do not enter Social Security numbers, bank account numbers, or passwords into any form on our sites.

2. How we use your information.

• To deliver your Clarity Score and results.
• To respond to you, schedule calls, and send follow-up emails or texts you have agreed to receive.
• To provide services under a signed engagement.
• To operate, secure, and improve our website and services.
• To comply with legal and professional obligations.

3. Text messaging (SMS).

If you check the consent box on our forms, you agree to receive non-marketing text messages from Clarity CFO Advisory about your Financial Clarity Check results, appointments, and account updates. Message frequency varies. Message and data rates may apply. Reply STOP at any time to opt out and HELP for help. Consent is not a condition of purchasing any service.

We do not sell, rent, or share mobile phone numbers or SMS opt-in and consent information with third parties or affiliates for their marketing or promotional purposes.

4. How we share information.

We do not sell your personal information. We share it only with service providers who help us operate, such as our website, CRM, scheduling, and email platforms (including GoHighLevel/LeadConnector and Google Workspace), and only for those purposes. We may also disclose information when required by law, to protect our rights, or in connection with a sale or transfer of our business.

5. Cookies and analytics.

Our sites use cookies and similar technologies to make pages work and to understand how visitors use them. You can control cookies in your browser settings.

6. Retention.

We keep information as long as needed for the purposes above and to meet legal and professional record-keeping requirements, then delete or anonymize it.

7. Security.

We use reasonable safeguards to protect your information. No method of transmission or storage is completely secure, so we cannot guarantee absolute security.

8. Your choices.

• Email: use the unsubscribe link in any email.
• Text: reply STOP.
• Access, correction, or deletion: email [email protected] and we will respond within a reasonable time.

9. Children.

Our services are for businesses and organizations and are not directed to anyone under 18.

10. Changes.

We may update this policy. The effective date above shows the latest version.

11. Contact.

Clarity CFO Advisory, [email protected], (786) 419-5017, Florida, USA.