Privacy Policy

Last Updated: May 6, 2025

This Privacy Policy describes how WellCFO LLC ("we," "our," or "us") collects, uses, and protects information you provide when visiting wellcfo.com.

1. Information We Collect

We collect information you voluntarily submit, including your name, email address, phone number, and business details when you fill out a contact form, apply for services, or book a call. We may also collect standard usage data through analytics tools (such as pages visited and time on site).

2. How We Use Your Information

We use your information to respond to inquiries, evaluate service fit, deliver contracted services, and send relevant follow-up communications. We do not sell your information to third parties.

3. Third-Party Tools

We use third-party tools to operate this Site, including scheduling software, payment processors, email platforms, and analytics providers. These tools may collect data subject to their own privacy policies. Current tools include GoHighLevel, Calendly, and Instantly.

4. Cookies

This Site may use cookies or similar tracking technologies to improve user experience and analyze traffic. You can disable cookies in your browser settings, though some Site features may not function properly as a result.

5. Data Retention

We retain your information for as long as necessary to fulfill the purposes described in this Policy, or as required by law.

6. Your Rights

You may request access to, correction of, or deletion of your personal information at any time by contacting us directly. We will respond within a reasonable timeframe.

7. Children's Privacy

This Site is not directed at individuals under the age of 18. We do not knowingly collect information from minors.

8. Changes to This Policy

We may update this Privacy Policy periodically. Updates will be posted on this page with a revised date.

9. Contact Us

WellCFO LLC Email: dan@wellcfo.com