Privacy Policy
How Stonewell Financial Management handles your information.
Information We Collect
[TODO: List categories. Typically: contact details you provide, financial account information you share, and information from your custodian.]
How We Use It
[TODO: Describe use — providing advisory services, meeting regulatory obligations, communicating with you.]
How We Share It
[TODO: Describe sharing. Typically limited to your custodian, service providers under contract, and where required by law. State plainly whether you sell information — the answer should be no.]
How We Protect It
[TODO: Describe safeguards — access controls, encryption, staff training.]
Website Data
[TODO: Describe cookies and analytics. If you add Google Analytics or similar later, this section must be updated before you turn it on.]
Your Choices
[TODO: How someone requests access, correction, or deletion, and how to opt out of marketing email.]
Contact
[TODO: Business address, phone, and email for privacy inquiries.]
Last updated: [TODO: date]