Privacy Policy

Privacy Policy

Effective Date: June 1, 2025

At Wright on the Money CFO LLC ("WOTM CFO," "we," "our," or "us"), we respect your privacy and are committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website, contact us, or use our fractional CFO, financial consulting, bookkeeping, cash flow management, or related advisory services.

Information We Collect

We may collect the following types of information:

Information You Provide

When you contact us, schedule a consultation, complete a form, subscribe to communications, or become a client, we may collect:

  • Name
  • Business name
  • Email address
  • Telephone number
  • Mailing address
  • Financial or business information you voluntarily provide
  • Any other information you choose to share

Automatically Collected Information

When you visit our website, we may automatically collect certain technical information, including:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Time spent on the website
  • Referral source
  • Cookie and analytics information

We use cookies and similar technologies to improve website performance and understand visitor behavior.

How We Use Your Information

We use your information to:

  • Respond to inquiries
  • Schedule consultations
  • Provide our fractional CFO and financial advisory services
  • Communicate regarding services, appointments, and client requests
  • Send requested information and educational resources
  • Improve our website and user experience
  • Protect against fraud or unauthorized activity
  • Comply with legal and regulatory obligations

We only collect information that is reasonably necessary to provide our services.

SMS Communications

If you choose to receive text messages from Wright on the Money CFO LLC, we may send SMS messages regarding:

  • Appointment confirmations and reminders
  • Meeting scheduling
  • Client service updates
  • Account-related notifications
  • Responses to your inquiries
  • Occasional information about our services, if you have opted in

Message frequency may vary.

Message and data rates may apply depending on your mobile carrier.

You may opt out at any time by replying STOP to any message.

For assistance, reply HELP or contact us at (505) 372-6444.

SMS Privacy Commitment

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging originator opt-in data and consent will not be shared with any third parties.

We may share your information only with trusted service providers who assist us in operating our business (such as website hosting, CRM platforms, appointment scheduling software, or SMS delivery providers) and only to the extent necessary for them to perform those services on our behalf.

How We Share Information

We do not sell your personal information.

We may share information with trusted third-party service providers who help us operate our business, including:

  • Website hosting providers
  • CRM and client management platforms
  • Accounting and payment processors
  • Cloud storage providers
  • Email service providers
  • SMS messaging platforms
  • Analytics providers

These providers are required to protect your information and may use it only to perform services on our behalf.

We may also disclose information when required by law or to protect our legal rights.

Cookies and Analytics

Our website may use cookies and analytics tools, including Google Analytics, to understand how visitors use our website and improve its functionality.

You may disable cookies through your browser settings, although some website features may not function properly.

Learn more about Google's Privacy Policy at:

https://policies.google.com/privacy

Google Analytics Opt-Out:

https://tools.google.com/dlpage/gaoptout

Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

Data Retention

We retain personal information only as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements.

Your Privacy Rights

Depending on your location, you may have the right to:

  • Request access to your personal information
  • Request correction of inaccurate information
  • Request deletion of your information, subject to legal requirements
  • Withdraw consent where applicable

To exercise these rights, please contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

Children's Privacy

Our website and services are intended for business owners and adults and are not directed toward individuals under 18 years of age.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices or legal requirements. Updates will be posted on this page with a revised effective date.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

Wright on the Money CFO LLC

Phone: (505) 372-6444

Email: [email protected]

Website: https://wotm-cfo.com