Effective Date: December 17, 2025
Last Updated: December 17, 2025
The Financial Anchor, LLC (“Consultant,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of individuals who visit our website and prospective clients seeking our Executive Financial Governance (EGC) services. This Privacy Policy outlines how we collect, use, disclose, and protect information gathered through our website and related business operations. By accessing or using our website, you agree to the terms of this Privacy Policy.
1. INTRODUCTION TO DATA CONFIDENTIALITY
We understand that the data we handle for prospective and active clients (especially financial data) is extremely sensitive. Our internal standards for data protection meet or exceed industry best practices, as detailed in our Master Services Agreement (MSA) regarding Client Confidential Information.
2. INFORMATION WE COLLECT
We collect information that can identify you (“Personal Information”) and information that does not identify you (“Non-Personal Information”).
2.1. Personal Information You Provide Voluntarily (Pre-Engagement)
We collect Personal Information you directly provide to us when you interact with our website funnels, including, but not limited to:
Initial Inquiry/Consultation Request: Name, company name, title, business phone number, professional email address, and general details about your company’s revenue, transaction volume, and current financial challenges.
Lead Magnet Download: Name and email address (captured via our GoHighLevel/GHL funnel system).
Client Qualification Forms: Detailed answers regarding existing bookkeeping status, software used, number of employees, and the specific needs related to Executive Financial Governance.
Feedback and Testimonials: Name, company name, and the content of your feedback.
2.2. Confidential Financial Data (Post-Engagement)
Upon signing a Master Services Agreement (MSA), we are granted access to your most sensitive information. The handling of this data is strictly governed by the MSA, but includes:
Full bank and credit card statements, account logins, and credentials for accounting software (e.g., QuickBooks, Xero).
Payroll records, tax liability reports, and vendor payment details (Accounts Payable).
Employee data necessary for payroll processing (including SSNs/TINs, if provided by Client).
2.3. Information Collected Automatically (Non-Personal Information)
When you visit our website, we automatically collect certain Non-Personal Information using various technologies:
Log Data: Your IP address, browser type, operating system, and the pages you visit.
Tracking Data: Information collected via cookies and tracking pixels (such as Google and Facebook Pixels, which are installed in our GHL funnels) to measure the effectiveness of our marketing campaigns and retarget prospective clients.
Usage Metrics: Date and time of access, time spent on pages, and referring website addresses.
3. HOW WE USE YOUR INFORMATION
We use the information we collect for the following purposes:
Service Delivery: To provide our core Executive Financial Governance (EGC) and Foundational Core services, including monthly reconciliation, internal reporting, and financial consulting.
Compliance and Audit Readiness: To implement internal controls, establish accounting procedures, and ensure the client’s financial books are maintained to a standard of continuous audit readiness.
Communication: To respond to your inquiries, send you necessary updates regarding the EGC workflow, and provide appointment reminders (via email and Twilio SMS).
Marketing and Optimization: To deliver targeted advertisements, personalize your experience, and analyze website traffic to improve our lead generation funnels (using GHL).
Billing and Administration: To process Catch-Up and Monthly Retainer fees as outlined in the MSA.
4. DISCLOSURE OF YOUR INFORMATION
We do not sell your Personal Information. We disclose information only under the following limited circumstances:
To the Client’s CPA/Tax Professional: We share EGC-certified, clean financial statements and underlying data with the Client’s designated external tax or audit professional as necessary for tax preparation (excluded service) or annual audit purposes (excluded service).
Third-Party Service Providers: We share necessary data with trusted third parties who assist us in operating our business and delivering core services, such as:
CRM/Automation Platform (GoHighLevel/GHL): Used for lead tracking, email/SMS automation, and communication.
Payroll Providers (e.g., Roll by ADP): To process payroll and file associated tax liabilities on the Client’s behalf.
Accounting Software (QuickBooks/Xero): Where the primary financial data is processed and stored.
Legal Requirements: When required to do so by law or in response to a subpoena or court order.
Enforcement: To enforce our Terms of Service and Master Services Agreement.
5. DATA SECURITY AND EGC STANDARDS
5.1. Protection Measures
We implement a variety of security measures designed to maintain the safety of your Personal Information, commensurate with the high sensitivity of financial data. These measures include:
Encryption of data at rest and in transit.
Two-factor authentication (2FA) for all critical third-party financial software access.
Strict adherence to internal protocols limiting access to Client Confidential Information only to authorized personnel.
5.2. Acknowledgment of Risk
While we strive to use commercially acceptable means to protect your Personal Information, no method of transmission over the Internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee its absolute security.
6. YOUR RIGHTS AND CHOICES
6.1. Opt-Out
You may opt-out of receiving marketing communications from us by following the unsubscribe link in any marketing email we send. Please note that we may still send you essential administrative emails regarding services you have engaged (as governed by the MSA).
6.2. Access and Correction
If you are a prospective client, you may request access to or correction of your Personal Information we hold. If you are an active client, all access and correction rights related to your financial data are governed by your Master Services Agreement.
7. THIRD-PARTY LINKS
Our website may contain links to third-party websites (such as links to QuickBooks, or LinkedIn). We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services. We encourage you to review the privacy policies of every site you visit.
8. CHILDREN’S PRIVACY
Our website and services are not intended for individuals under the age of 18. We do not knowingly collect Personal Information from children under 18.
9. CHANGES TO THIS PRIVACY POLICY
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date at the top of the policy. We encourage you to review this Privacy Policy periodically for any changes. Your continued use of our website after any modifications indicates your acceptance of the revised Privacy Policy.
10. CONTACT US
If you have any questions about this Privacy Policy or our privacy practices, please contact us:
The Financial Anchor, LLC
Email: info@thefinancialanchor.com
Phone: 281-972-4712
Mailing Address: P.O. Box 53651 Houston, TX 77052
