Privacy Policy
Effective Date: 10/20/2025
Last Updated: 10/20/2025
1. Information We Collect
We may collect personal information that you voluntarily provide, such as your name, email address, and phone number when you fill out a contact form or schedule a consultation.
If you become a client, we may also collect business and financial data necessary to provide our bookkeeping and financial management services.
2. How We Use Your Information
We use your information to:
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Respond to inquiries and provide requested services.
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Manage your account and deliver ongoing support.
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Improve our services, website experience, and client communication.
We do not sell, rent, or trade your personal data with third parties.
3. Data Security
Your information is stored securely using encrypted systems and industry-standard safeguards. Access is limited to authorized personnel who are required to keep information confidential.
4. Cookies and Analytics
This website may use cookies and analytics tools to improve your browsing experience and track general usage data. You can adjust your browser settings to decline cookies if you prefer.
5. Third-Party Links
Our site may contain links to other websites. We are not responsible for the privacy practices or content of those external sites.
6. Your Rights
You can request to access, correct, or delete your personal information at any time by contacting us at info@vinewellfinancial.com.
7. Updates to This Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with the updated effective date.
Contact
If you have any questions about this Privacy Policy or how your information is handled, please contact us at:
nicole@vinewellfinancial.com
(844) 374-2257 | EPIC-BKS