1. Information We Collect​

We may collect the following types of information:

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• Personal Information: Name, email address, phone number, company name, and job title when you contact us or fill out forms.

• Financial Information: Only as required for consultations or service delivery.

• Usage Data: IP address, browser type, and website interaction data for analytics and service improvement.

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2. How We Use Your Information​​

Your information is used to:

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• Provide and improve our services, including financial consultations and strategic planning.

• Communicate with you regarding inquiries, consultations, or updates.

• Facilitate personalized financial strategies aligned with your goals.

• Comply with legal obligations and ensure secure transactions.

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3. Third-Party Tools for Financial Data Management.

We work with trusted third-party service providers to deliver our services efficiently and securely. Tailwinds Finance utilizes third-party tools like Stripe and Fathom, ensuring secure financial reporting and data management.These providers are bound by confidentiality agreements and are only permitted to use your data as necessary to perform their functions on our behalf:

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• Examples of Third-Party Tools:

  • Payment Processing:

    • Stripe: For secure online payment transactions.

    • GoCardless: For recurring ACH payments.

  • Analytics:

    • Google Analytics: Tracks website performance and visitor behavior.

    • Fathom: Used for generating financial scorecards and KPI dashboards.

  • Communication Tools:

    • Google Workspace: For email communication and scheduling meetings.

    • Zoom: For online consultations and client meetings.

  • Financial Reporting:​

    • Fathom: For detailed financial reporting and analysis.​

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• Data Sharing:

  • Information shared with these tools is limited to what is necessary for service delivery. For example:

    • Payment details are shared with Stripe for processing transactions securely.

    • Website usage data is shared with Google Analytics for performance tracking.

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4. Data Retention

We retain personal and financial information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by law.

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• Retention Periods:

  • Financial Data: We retain financial records for up to 7 years in compliance with financial data retention policies and tax regulations.

  • Contact Information: Retained for 5 years after the conclusion of services to facilitate re-engagement or follow-up consultations.

  • Website Analytics Data: Retained for 26 months (standard retention period for Google Analytics) to analyze trends and improve services.

• Secure Deletion:

  • After the retention period, personal data is either securely deleted or anonymized. For example:

    • Financial records are securely purged from Xero and other financial tools.

    • Contact information is removed from CRM systems unless re-engagement is requested.

• Client Rights:

  • Clients can request early deletion of their data unless required by law to retain it (e.g., tax records).

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5. Children’s Privacy

Our services are not directed to individuals under the age of 13, and we do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will take immediate steps to delete the information. If you believe we have collected information from a child, please contact us at info@tailwindsfinance.com.

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6. Data Sharing and Disclosure​

We do not sell or rent your personal information. However, we may share your data with:

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• Service Providers: Trusted third parties that assist in delivering our services (e.g., payment processors, analytics tools).

• Legal Authorities: When required by law or to protect our rights.

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7. Data Security​

We implement modern security measures to protect your personal information, including encryption, secure servers, and access controls. However, no method of transmission over the internet is 100% secure.

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8. Your Rights​

You have the right to:

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• Access, update, or delete your personal data.

• Opt-out of marketing communications at any time.

• Request information on how your data is processed.

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To exercise these rights, contact us at info@tailwindsfinance.com or call 202-240-2808.

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9. Cookies and Tracking for Financial Websites​

Our website uses cookies and similar technologies to enhance your experience and analyze website traffic. We also use cookies to enhance secure browsing for financial services and improve financial data privacy compliance. By using our website, you consent to the use of cookies as outlined below:

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• Types of Cookies We Use:

  • Essential Cookies: These are necessary for the website to function properly. For example:

    • Remembering your preferences during browsing.

    • Allowing secure login to client portals (if applicable in the future).

  • Analytics Cookies: These help us understand how visitors interact with our website. For example:

    • Google Analytics: Tracks website traffic, visitor behavior, and page performance to improve user experience.

    • Hotjar: Provides heatmaps and insights into how users navigate the site.

  • Marketing Cookies: Used to deliver relevant ads and measure campaign performance. For example:

    • Retargeting ads for visitors who’ve shown interest in Tailwinds Finance services.

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• Managing Cookies:

  • Visitors can manage or disable cookies through their browser settings. However, disabling cookies may impact website functionality.

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• Third-Party Tracking:

  • Some cookies may be set by third-party services (e.g., Google Analytics) to help us improve our offerings and understand user engagement.

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10. Updates to This Policy​

We may update this Privacy Policy periodically. Changes will be posted on this page, and the effective date will be revised accordingly.

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Contact Us​

For questions or concerns about this Privacy Policy, please reach out to us:

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• Email: info@tailwindsfinance.com

• Phone: 202-240-2808

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This Privacy Policy is for informational purposes only and does not constitute legal advice.

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