Information we collect
We collect the contact information and details you provide when you request a confidential consultation. If you choose to become a client, additional information is handled through our secure client process.
How we use information
We use your information to respond to your request, provide financial planning services, maintain records required for our business, and communicate with you about your engagement.
Confidentiality
We do not sell your personal information. We use reasonable safeguards appropriate to the information we handle. Our invoices and calendar invitations say Wrenholt Financial Planning and nothing else.
Questions
For questions about this notice, contact Wrenholt Financial Planning at hello@wrenholtplanning.example or (913) 555-0148.