Privacy Policy

On Purpose Strategies (“we,” “our,” or “us”) values your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

Name
Email address
Phone number
Mailing address
Information submitted through contact forms, lead forms, or service inquiries

If you engage our tax preparation or financial services, additional information may be collected as required to provide those services, always through secure methods.

How We Use Your Information

We use the information collected to:

Respond to inquiries and contact you regarding services
Provide tax preparation, financial education, and money management services
Communicate updates, reminders, or relevant information
Improve our website, services, and client experience
Comply with legal and regulatory requirements

We do not sell or rent your personal information.

Email Communications

By submitting your email address through our website, you consent to receive communications from On Purpose Strategies. You may opt out of non-essential communications at any time by following the unsubscribe instructions included in our emails.

Information Sharing and Disclosure

We do not share your personal information with third parties except:

When required to provide services you have requested
When required by law, regulation, or legal process
With trusted service providers who assist in operating our website and services, under confidentiality obligations

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. While no method of transmission over the internet is 100% secure, we strive to use commercially acceptable means to protect your data.

Cookies and Website Analytics

Our website may use cookies or similar technologies to enhance user experience and analyze website traffic. You may choose to disable cookies through your browser settings.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and encourage you to review their privacy policies.

Your Privacy Rights

You have the right to:

Request access to your personal information
Request correction or deletion of your personal information, subject to legal requirements
Opt out of certain communications

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

Children’s Privacy

Our services and website are not intended for children under the age of 13. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.