Privacy Policy

Effective Date: June 25, 2025

Ledger + Legacy
www.ledgerandlegacy.com
hello@ledgerandlegacy.com

1. Your Privacy Matters to Us
At Ledger + Legacy, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains what data we collect, how we use it, and the choices you have. By using this website, you agree to the terms outlined below.

2. What We Collect
When you interact with our site, book a consultation, subscribe to our list, or fill out a form, we may collect:

Name

Email address

Business information

Phone number (if provided)

Payment info (via secure third-party processors)

Site usage and analytics data

We collect this to provide you with a personalized experience, improve our services, and communicate with you effectively.

3. How We Use Your Information
We may use your data to:

Deliver services and content you’ve requested

Respond to inquiries and support needs

Improve our website and client experience

Send newsletters, updates, or marketing emails (you can opt out anytime)

Comply with legal obligations

We never sell your data or share it with third parties for marketing.

4. Cookies + Tracking
We use cookies and similar technologies to understand how you interact with our site, so we can improve your experience. You can disable cookies in your browser settings if you prefer.

5. Third-Party Tools
We use secure third-party platforms (e.g., Stripe, Calendly, ConvertKit, Google Analytics, Notion) to run our business. These providers have their own privacy policies and terms, which we encourage you to review.

6. Data Security
We take your data seriously. While no system can guarantee 100% security, we use best practices to protect your information and ensure it's handled with care.

7. Your Rights
You have the right to:

Access the personal data we hold about you

Correct inaccurate or outdated information

Request deletion of your data

Withdraw consent to marketing emails at any time

Email us at hello@ledgerandlegacy.com with any questions or requests.

8. Children’s Privacy
This site is not intended for use by children under the age of 18. We do not knowingly collect personal data from minors.

9. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we’ll update the effective date above. Continued use of the site after any changes indicates your acceptance.

10. Contact Us
Have questions? Need help?
Email us at: hello@ledgerandlegacy.com
We’re here to support you.