Privacy Policy

Bond & Co. Consulting Privacy Policy

Effective Date: June 22, 2026

Introduction

Bond & Co. Consulting (“Bond & Co.,” “Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information entrusted to us. This Privacy Policy explains how we collect, use, disclose, store, and safeguard information obtained through our website, consulting services, digital products, subscriptions, templates, spreadsheets, educational materials, and future financial wellness applications.

By using our website, services, or products, you agree to the practices described in this Privacy Policy.

Information We Collect

We may collect the following information:

Personal Information

Name

Email address

Mailing address (if voluntarily provided)

Telephone number

Information submitted through intake forms or consultations

Financial Information

Clients may voluntarily provide financial information necessary to facilitate financial coaching, budgeting assistance, credit education, debt management planning, or related consulting services.

Bond & Co. Consulting does not request, collect, or store online banking usernames, passwords, or banking credentials.

Payment Information

Payments for services, subscriptions, templates, or digital products may be processed by third-party payment processors. Bond & Co. Consulting does not store full payment card numbers.

Website and Device Information

We may collect:

IP address

Browser type

Device information

Website analytics

Usage statistics

How We Use Information

Information collected may be used to:

Provide financial consulting services;

Deliver budgeting tools, spreadsheets, templates, and digital resources;

Administer subscriptions and memberships;

Communicate with clients;

Send newsletters, educational materials, financial wellness resources, and promotional updates;

Improve our services and website;

Respond to customer inquiries;

Meet legal and regulatory obligations.

Users may unsubscribe from marketing communications at any time.

Future Financial Wellness Applications

Bond & Co. Consulting may offer financial wellness applications and budgeting tools in the future that allow users to connect financial information through authorized third-party providers. Additional disclosures and updated privacy notices will be provided prior to the launch of such services.

Sharing Information

Bond & Co. Consulting does not sell personal information.

Information may be shared with trusted third-party providers necessary to operate our business, including:

Payment processors;

Email communication providers;

Website hosting providers;

Authentication providers;

Software vendors;

Professional advisors when legally necessary.

Data Security

Bond & Co. Consulting implements administrative, technical, and organizational safeguards designed to protect personal information, including:

Encryption where available;

Access controls;

Multi-factor authentication where supported;

Periodic software reviews;

Secure password practices.

No method of transmission or storage can be guaranteed to be completely secure.

Data Retention

Information is retained only for as long as reasonably necessary to:

Provide services;

Maintain business records;

Resolve disputes;

Enforce agreements;

Comply with legal obligations.

Individuals may request deletion of personal information, subject to applicable legal retention requirements.

Children’s Privacy

Services are intended for individuals eighteen (18) years of age or older.

Changes to This Privacy Policy

Bond & Co. Consulting reserves the right to update this Privacy Policy at any time. Updates will be posted on our website with a revised effective date.

Contact Information

Bond & Co. Consulting

Website: https://bondandcoconsulting.com

Email: clientcare@bondandcoconsulting.com