Privacy Policy

ClearPoint CFO ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this policy carefully. By using our Site or Services, you consent to the practices described herein.

1. Information We Collect

Information you provide directly:

• Name and email address (when completing the CFO Authority Index audit intake form)
• LinkedIn profile URL (when completing the audit intake form)
• Responses to intake questionnaire questions about your practice, ideal clients, and positioning
• Payment information (processed securely through Stripe; we do not store credit card numbers)
• Scheduling information (when booking calls through Calendly)
• Any additional information you voluntarily provide via email or during consultations

Information collected automatically:

• Device type, browser type, and operating system
• IP address (anonymized for analytics purposes)
• Pages visited, time spent on pages, and referral source
• We use privacy-respecting analytics that do not use cookies for tracking

2. How We Use Your Information

We use the information we collect to:

• Deliver the CFO Authority Index audit report to your email
• Provide Brand Build and Authority Engine services you have purchased
• Communicate with you about your engagement, deliverables, and account
• Process payments and send transaction confirmations
• Improve our website, services, and user experience
• Send occasional service updates or educational content (only if you have opted in)
• Comply with legal obligations

We will never sell, rent, or trade your personal information to third parties for marketing purposes.

3. Third-Party Services

We use the following third-party services to operate our business. Each has its own privacy policy governing how they handle your data:

• Google Forms: Audit intake form collection
• Calendly: Appointment scheduling
• Stripe: Secure payment processing
• LinkedIn: Content publishing and profile management (Authority Engine clients only, with your explicit authorization)

We do not share your personal data with any third parties beyond those listed above, except as required by law.

4. Cookies and Tracking

Our website uses privacy-respecting analytics that do not rely on cookies to track individual users. We do not use retargeting pixels, advertising cookies, or cross-site tracking technologies. Third-party services embedded on our site (such as Calendly scheduling widgets) may use their own cookies in accordance with their respective privacy policies.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Payment information is processed through Stripe's PCI-compliant infrastructure and is never stored on our servers. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to provide our services, fulfill the purposes outlined in this policy, and comply with legal obligations. Specifically:

• Audit intake data: retained for 12 months after submission, then deleted
• Client engagement data: retained for the duration of the engagement plus 3 years for legal and tax purposes
• Payment records: retained as required by applicable tax and financial regulations
• Analytics data: aggregated and anonymized; no individual-level data is retained beyond 90 days

7. Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Opt-out: Unsubscribe from marketing communications at any time by clicking the unsubscribe link in any email
• Portability: Request your data in a commonly used, machine-readable format

To exercise any of these rights, please contact us at the email address below. We will respond to your request within 30 days.

8. California Privacy Rights (CCPA)

If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to request deletion, and the right to opt out of the sale of personal information. We do not sell personal information. To exercise your CCPA rights, contact us at the email address below.

9. Children's Privacy

Our Site and Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child under 18, we will take steps to delete that information promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated "Last updated" date. We encourage you to review this policy periodically. Your continued use of the Site or Services after any changes constitutes acceptance of the updated policy.

11. Contact Us

If you have questions about this Privacy Policy or wish to exercise your data rights, please contact us at [email protected].