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Privacy Policy

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Effective Date: July 1, 2025
This Privacy Policy explains how I collect, use, disclose, and safeguard information when you visit my website or engage my fractional CFO services. By using this website, you consent to the practices described in this policy.

1. Information I Collect

Personal Information

I may collect personal information that you voluntarily provide, including:

  • Name

  • Email address

  • Phone number

  • Company name

  • Billing or invoicing details

  • Information submitted through contact forms, consultations, or service inquiries

This aligns with common CFO service practices where personal and business information is collected for communication and service delivery.

Non‑Personal Information

I may also collect non‑identifying information such as:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent on the site

  • Referring website

This type of data is standard for website functionality and analytics.

Cookies and Tracking Technologies

Cookies may be used to improve website performance, personalize your experience, and analyze site traffic. You may disable cookies in your browser settings. Cookie usage is a standard component of privacy policies.

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2. How Your Information Is Used

I use collected information to:

  • Respond to inquiries and provide fractional CFO services

  • Deliver financial models, reports, and consulting materials

  • Improve website performance and user experience

  • Send administrative or service‑related communications

  • Maintain internal records and compliance documentation

These uses reflect typical CFO service operations and website practices.

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3. How Your Information Is Shared

I do not sell or rent your personal information.

I may share information only in the following circumstances:

  • Service Providers: Trusted third‑party vendors who support operations (e.g., secure document portals, scheduling tools, payment processors).

  • Legal Requirements: When required by law, regulation, or court order.

  • Business Operations: If necessary to protect my rights, clients, or website integrity.

This mirrors industry‑standard disclosure practices for CFO firms.

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4. Data Security

I take reasonable administrative, technical, and physical measures to protect your information from unauthorized access, disclosure, or misuse. While no system is completely secure, I use reputable platforms and secure communication tools consistent with professional financial services standards.

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5. Third‑Party Links

My website may contain links to third‑party websites. I am not responsible for the privacy practices or content of those external sites. You are encouraged to review their policies before providing personal information. This is a common clause in CFO privacy policies.

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6. Children’s Privacy

This website is not intended for individuals under the age of 13, and I do not knowingly collect information from children. This aligns with standard website privacy requirements.

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7. Your Rights and Choices

Depending on your location, you may have rights regarding your personal information, including:

  • Access to the data I hold

  • Requesting corrections

  • Requesting deletion

  • Opting out of communications

You may contact me directly to exercise these rights.

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8. Updates to This Policy

I may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date. Continued use of the website indicates acceptance of the revised policy.

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9. Contact Information

If you have questions about this Privacy Policy or need to request changes to your information, please reach out:

slucas@lookingfurther.today 

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