Privacy Policy

1. Overview

This Privacy Policy explains how Finsight ("we," "us," or "our") collects, uses, and protects information when you visit our website at www.gofinsight.com or engage our services. We are committed to handling your information with care and transparency.

2. Information We Collect

Information you provide directly:

• Contact form submissions: Name, email address, company name, business stage, and any message content you choose to share.
• Consultation bookings: Name, email, and any information you provide through our Calendly booking link (governed separately by Calendly's privacy policy).
• Client engagements: Financial data, business information, and other materials you share with us in the course of an engagement. This is kept strictly confidential per our Terms & Conditions.
• Email correspondence: Any information contained in emails you send to team@gofinsight.com.

Information collected automatically:

• Usage data: We use Google Analytics to understand how visitors interact with our website. This may include pages visited, time on site, device type, and general location (city/country level). Google Analytics does not identify you personally.
• Advertising data: We use Meta Pixel (Facebook/Instagram) to measure the performance of our advertising campaigns and to serve relevant ads to people who have visited our site. Meta may receive anonymized data such as page views and form interactions.
• Cookies: Our website uses cookies for analytics, advertising attribution, and basic functionality. You can disable cookies in your browser settings, though this may affect advertising personalization. You can opt out of Google Analytics tracking at tools.google.com/dlpage/gaoptout.

3. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and contact form submissions
• Schedule and conduct consultations
• Deliver financial advisory services you have engaged us for
• Send service-related communications (scope proposals, deliverables, invoices)
• Improve our website and service offerings
• Analyze website and campaign performance via Google Analytics and Meta Pixel
• Serve relevant advertising to visitors via retargeting (Meta/Google ad platforms)
• Manage client relationships and follow-ups via GoHighLevel CRM
• Comply with legal obligations

We do not add you to marketing email lists without your consent, and you can opt out of communications at any time.

4. How We Share Your Information

We may share information only in the following limited circumstances:

• Service providers: We use the following tools to operate our business — each has its own privacy policy and handles data only as necessary to provide their service:
  • Calendly — consultation scheduling
  • Formspree — contact form processing
  • GoHighLevel — CRM and client communication management
  • Google Analytics — website usage analytics
  • Meta Pixel — advertising performance measurement and retargeting
• Legal requirements: If required by law, court order, or government authority, we may disclose information as necessary.
• Business transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction. We would notify you before this occurs.

5. Data Retention

We retain contact form submissions and email correspondence for up to 2 years, or until you request deletion. Client engagement files are retained for up to 5 years to meet standard professional record-keeping requirements.

You may request deletion of your data at any time by emailing team@gofinsight.com. We will respond within 30 days.

6. Your Rights

Depending on where you are located, you may have the following rights regarding your personal information:

• Access: Request a copy of the information we hold about you.
• Correction: Request correction of inaccurate or incomplete information.
• Deletion: Request that we delete your information (subject to legal retention requirements).
• Opt-out: Opt out of any future communications at any time.
• Data portability: Request your information in a commonly used, machine-readable format.

To exercise any of these rights, contact us at team@gofinsight.com. We will respond within 30 days and will never charge a fee for reasonable requests.

7. California Residents (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 delete, and the right to opt out of the sale of personal information.

We do not sell personal information. To submit a CCPA request, email team@gofinsight.com with the subject line "CCPA Request."

8. International Visitors

Our website is operated from the United States and is intended for US-based founders. If you access our website from outside the United States, please be aware that your information may be transferred to and processed in the United States, where data protection laws may differ from those in your country.

By using our website, you consent to the transfer and processing of your information in the United States.

9. Security

We take reasonable technical and organizational measures to protect your information from unauthorized access, loss, or disclosure. All email is transmitted via encrypted connections where supported, and any financial data shared during an engagement is handled with strict confidentiality.

No method of transmission over the internet is 100% secure. While we take data security seriously, we cannot guarantee absolute security.

10. Third-Party Links

Our website may contain links to third-party websites (such as Calendly). We are not responsible for the privacy practices of those sites. We encourage you to review their privacy policies before providing any personal information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. If we make material changes, we will notify active clients by email. Your continued use of our website after changes are posted constitutes acceptance of the updated policy.

12. Contact Us

Questions, requests, or concerns about this Privacy Policy? We're easy to reach:

Finsight
Email: team@gofinsight.com
Website: www.gofinsight.com

We aim to respond to all privacy-related inquiries within 5 business days.