Private advisory practice
Privacy
Last updated October 30, 2026
Your privacy matters in this work. This page explains the information collected through this website, why it is used, and the choices available to you.
Information you share
When you book an Alignment Call or another appointment, make an inquiry, or contact the practice, you may share your name, email address, phone number, scheduling details, and information about what brings you here.
How information is used
Information is used to respond to you, review and confirm scheduling requests, provide requested services, manage the practice, and meet applicable legal or professional obligations. It is not sold.
Scheduling and service providers
Four providers handle information on behalf of this practice.
- Acuity Scheduling handles appointment booking. When you book a call or follow a link to Acuity, the scheduling details you enter are held by Acuity under its own privacy policy.
- Formspree handles the inquiry forms on this site — the Fire Navigation, Private Advisory Day, and supported-rate forms. When you submit one, Formspree processes your answers and delivers them to the practice by email, under its own privacy policy.
- Zoom hosts sessions and calls. The meeting link comes with your booking confirmation.
- Microsoft 365 (OneDrive) holds intake documents and written work for clients, each in a folder shared only with that client.
Share only the information needed for the service you are using, and keep form answers brief rather than sending detailed legal, medical, or financial records through this website.
Website analytics
Two tools show how this website is used. Neither is used for advertising. Google Analytics records the pages you visit, how you arrived, your device and browser, and an approximate location (such as your city or region, based on your IP address). It sets cookies to recognize a returning browser. Its advertising features and Google signals are turned off, and it does not receive what you type into a form. Visitors in the European Economic Area, the United Kingdom, and Switzerland are not measured with analytics cookies. Cloudflare Web Analytics counts visits without cookies. You can block analytics cookies in your browser settings or use Google's opt-out add-on at tools.google.com/dlpage/gaoptout.
Confidentiality and limits
Conversations in the practice are handled with care and discretion. This practice is not psychotherapy, legal representation, financial advice, or emergency support, and this website should not be used to send urgent or highly sensitive information. If you are in immediate danger or need emergency help, contact local emergency services or an appropriate crisis resource.
Security and retention
Reasonable measures are used to protect information, though no internet transmission or storage system can be guaranteed completely secure. Information is retained only as long as reasonably necessary for the purpose it was collected, ongoing practice administration, or applicable obligations.
Your choices
You may ask what personal information the practice holds about you, request correction where appropriate, or ask a question about this notice by emailing [email protected].