Groundwork Financial, LLC Privacy Policy


Introduction

This Privacy Policy outlines Groundwork Financial, LLC's ("we", "our" or "the Company") practices with respect to information collected from users who access our website at www.groundworkfinancial.com ("Site"), or otherwise share personal information with us (collectively: "Users").


Grounds for Data Collection

Processing of your personal information (meaning, any information which may potentially allow your identification with reasonable means; hereinafter "Personal Information") is necessary for the performance of our contractual obligations toward you and providing you with our services, to protect our legitimate interests, and for compliance with legal and financial regulatory obligations to which we are subject.
When you use the Site, you consent to the collection, storage, use, disclosure, and other uses of your Personal Information as described in this Privacy Policy.


We encourage our Users to carefully read the Privacy Policy and use it to make informed decisions.


What Information We Collect

We collect two types of data and information from Users.

Non-personal Information: This includes un-identified and non-identifiable information pertaining to a User, such as browser type, operating system, language preference, access time, pages viewed, and usage patterns.

Personal Information: This is individually identifiable information, such as:

  • Device information (e.g. geolocation, IP address, MAC address, UUID)
  • Contact information (e.g. name, phone number, email, address) collected through form submissions.


How Do We Receive Information About You?

  • Voluntarily provided details (e.g. via form submissions)
  • Use or access of the Site
  • Third-party services (e.g. analytics providers)


How We Use the Information

We use the information to:

  • Respond to your inquiries or form submissions
  • Begin processing requested services
  • Communicate service updates and technical notices
  • Serve advertising and marketing campaigns
  • Analyze and improve site performance

We may share Personal Information with trusted third parties for purposes including hosting, analytics, marketing, and legal compliance.

We may disclose information as necessary to comply with legal requirements, enforce our policies, investigate fraud, and collaborate with law enforcement.


User Rights

You may request to:

  • Access or obtain copies of your Personal Information
  • Correct or erase your data
  • Object or restrict data processing
  • Lodge a complaint with a data protection authority

To exercise these rights, contact us at the information below.


Retention

We retain Personal Information as needed to provide services and comply with legal obligations. We regularly review and securely delete outdated data.


Cookies

We use session, persistent, and third-party cookies to enhance user experience, personalize content, analyze traffic, and support advertising.
We also use Google Analytics to collect anonymized usage data.
You may disable cookies via browser settings, though this may affect site functionality.


Third-Party Collection

This Privacy Policy does not apply to the practices of third-party sites or services. We encourage users to review third-party privacy policies.


Security

We implement industry-standard safeguards to protect your data, but cannot guarantee complete protection from unauthorized access.


Data Transfers Outside the EEA

If applicable, data may be transferred to jurisdictions recognized as providing adequate data protection or under legal safeguards.


Advertisements

We may use third-party advertising technologies that utilize cookie-based tracking to serve relevant ads.
You may opt out via the NAI or DAA websites.


Marketing

We may use your contact details to send promotional materials. You can opt out at any time. Even after opting out, we may still send service-related messages.


Corporate Transactions

In the event of a merger, acquisition, or asset sale, your information may be transferred to the new entity.


Minors

Our Site is not directed at minors. We do not knowingly collect Personal Information from children under 18. If you believe a minor has provided us with Personal Information, contact us immediately.


Updates to This Policy

We may update this Privacy Policy from time to time. Changes take effect upon publication. Your continued use of the Site indicates acceptance of any updates.


How to Contact Us

If you have questions about this Privacy Policy or how we handle your information, contact:


Groundwork Financial, LLC
contact@groundworkfinancial.com


Last Modified: July 30, 2025