Effective Date: October 8, 2026
Guiding Hands Financial LLC (“Guiding Hands Financial,” “we,” “us,” or “our”) respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through our website and in connection with our services.
Information We Collect
Information You Provide Through Our Website
When you contact us through our website, we may collect information that you voluntarily provide, such as your:
- Name
- Email address
- Telephone number
- Information included in your message or inquiry
Information submitted through our website contact form may be stored on our website and transmitted to us so that we can respond to your inquiry.
Please do not submit Social Security numbers, financial account numbers, passwords, or other sensitive financial information through our website contact form.
Information We Receive When Providing Services
If you become a client, we may receive additional personal, financial, and other confidential information necessary to provide Daily Money Management and related services. Depending upon the services requested, this information may include financial records, bills and invoices, banking and account information, insurance or medical billing information, tax-related documents, and other information you authorize us to access or maintain.
We collect and use this information only as reasonably necessary to provide the services you request, administer our business, or meet applicable legal and professional obligations.
How We Use Information
We may use personal information to:
- Respond to inquiries and communicate with prospective and existing clients;
- Provide Daily Money Management and related administrative services;
- Perform services authorized by our clients;
- Communicate or coordinate with financial institutions, attorneys, accountants, insurance providers, and other professionals when appropriate and authorized;
- Maintain business and client records;
- Protect against fraud, unauthorized activity, and security threats; and
- Comply with applicable legal and regulatory requirements.
How We Share Information
Guiding Hands Financial does not sell personal information.
We may disclose information when reasonably necessary to provide services authorized by a client, including to financial institutions, professional advisors, and service providers that assist us in operating our business.
We may also disclose information when required by law or when reasonably necessary to protect our legal rights, our clients, or others against fraud, misuse, or security threats.
Service providers that process information on our behalf may have access to information necessary to perform their services.
Contact Form
Our website uses a contact form provided through WordPress and SureForms. Information submitted through the contact form may be stored within our website and provided to Guiding Hands Financial for purposes of responding to the inquiry.
Visitors should not use the contact form to transmit passwords, Social Security numbers, financial account numbers, or other sensitive financial information.
Appointment Scheduling
Our website may contain links to Calendly, a third-party scheduling service, for visitors who wish to schedule an appointment.
When you follow a link to Calendly, you leave the Guiding Hands Financial website. Information you provide through Calendly is collected and processed by Calendly in accordance with Calendly’s own privacy practices. We encourage you to review Calendly’s privacy policy before providing personal information through its service.
Cookies and Website Technologies
Our website is built using WordPress. Our website may use cookies or similar technologies that are necessary for website functionality, administration, security, and performance.
We do not currently use our website for targeted advertising, and we have not intentionally implemented advertising-tracking technologies.
If our use of cookies, analytics, advertising technologies, or other website services changes, we may update this Privacy Policy accordingly.
Third-Party Websites and Services
Our website may contain links to websites or services operated by third parties. Once you leave our website, the collection and use of your information is governed by the privacy practices of the third party.
Guiding Hands Financial is not responsible for the privacy practices or content of third-party websites or services.
Information Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal and confidential information against unauthorized access, use, disclosure, alteration, or loss.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
Data Retention
We retain personal information for as long as reasonably necessary to provide services, maintain appropriate business records, comply with applicable legal or professional obligations, resolve disputes, and protect our legitimate business interests.
Website inquiries that do not result in an ongoing business relationship may be periodically deleted when they are no longer reasonably needed.
Privacy Requests
If you have questions about personal information you have provided to Guiding Hands Financial, or would like to request that information be corrected or deleted, you may contact us using the information below.
We will consider requests in accordance with applicable law and our legitimate business, legal, contractual, and record-retention obligations.
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our services, website, technology, or applicable requirements.
When we make changes, we will update the effective date shown at the top of this policy.
Contact Us
If you have questions about this Privacy Policy or our privacy practices, please contact:
Guiding Hands Financial LLC
Email: info@guidinghandsfinancial.com
Website: guidinghandsfinancial.com