Privacy Policy

Last Updated: October 31, 2025

CFO and Coach (“we,” “our,” “us”) values your privacy. This Privacy Policy explains how we collect, use, and protect your personal information when you visit our website, fill out a form, or interact with us through SMS, email, or other communication channels.

1. Information We Collect

We may collect the following types of information:

  • Contact information: name, email, phone number, company name, and address.

  • Form submissions: information you voluntarily provide when scheduling consultations or requesting information.

  • SMS interactions: phone number, message content, and timestamps when you opt in to receive text messages.

  • Website usage: cookies, IP address, and browser data for analytics and performance.

2. How We Use Information

We use your information to:

  • Respond to inquiries and provide requested services.

  • Send transactional or informational communications, including appointment reminders and service updates.

  • Send promotional messages (only if you have opted in).

  • Improve website performance and user experience.

3. SMS Data & Consent

By providing your phone number, you consent to receive SMS messages from CFO and Coach. Message frequency varies. Message and data rates may apply. You can reply STOP to unsubscribe or HELP for assistance at any time.

We do not share or sell your SMS consent or phone number to third parties for marketing purposes.

4. Information Sharing

We do not sell, trade, or rent users’ personal identification information to others. We may share limited information with trusted service providers who help us operate our business, provided they agree to keep this information confidential.

5. Data Security

We use commercially reasonable measures to protect your personal information from unauthorized access, alteration, or disclosure.

6. Your Rights

You may request access to, correction of, or deletion of your personal data by contacting us at [email protected].

7. Contact

If you have questions about this Privacy Policy, contact us:
CFO and Coach
1104 Clark St, Napa, CA 94559
Email: [email protected]
Phone: +1 (707) 363-8979