PRIVACY POLICY

1. Our Commitment to Your Privacy

At Southern Crest Personal Finance Management, LLC ("Southern Crest," "we," "us," or "our"), we value your trust and are committed to respecting and protecting your privacy.

This Privacy Policy explains how we collect, use, share, and protect personal information obtained through our website ("Website"), specifically through our Contact Us form and Google Analytics.

This policy applies only to information collected through these website features. It does not govern confidential financial, medical, legal, or other information obtained through a professional client engagement, which is addressed separately.

2. Information We Collect

We collect information in two ways:

A. Information You Voluntarily Provide

When you complete and submit our Contact Us form, we may collect:

• Your name

• Email address

• Telephone number

• Information you include in your message or inquiry

Providing this information is voluntary. However, certain information may be necessary for us to respond to your request.

We encourage visitors not to submit sensitive personal information, including Social Security numbers, financial account details, passwords, or medical information, through the Contact Us form.

B. Information Collected Through Google Analytics

We use Google Analytics to better understand how visitors interact with our Website and to improve their browsing experience.

Depending on the applicable settings and visitor choices, Google Analytics may collect information such as:

• Pages visited and time spent on the Website

• How visitors arrive at our Website

• Browser and device type

• General geographic location

• Website interactions and navigation patterns

• Cookies and similar online identifiers

Google Analytics may process IP addresses to determine general geographic information but does not log or store individual IP addresses in Google Analytics 4.

This information helps us evaluate Website performance and understand general visitor activity.

3. How We Use Your Information

Southern Crest uses information collected through the Website for the following purposes:

Contact Form Information

• Responding to questions, requests, and inquiries.

• Providing information about our services.

• Following up regarding consultation requests.

• Maintaining appropriate records of business communications.

Google Analytics Information

• Understanding Website traffic and visitor engagement.

• Identifying commonly visited pages and content.

• Evaluating and improving Website functionality.

• Improving the overall visitor experience.

We do not use information submitted through the Contact Us form for unrelated marketing purposes without an appropriate lawful basis.

4. Sharing and Disclosure of Information

Southern Crest does not sell personal information collected through its Contact Us form.

We may share information in limited circumstances, including:

• Website Service Providers: With Squarespace and other service providers as necessary to operate our Website, process contact form submissions, and support related functions.

• Google Analytics: With Google for Website traffic measurement and analytics services, subject to Google's applicable terms and privacy practices.

• Legal Requirements: When disclosure is required by applicable law, valid legal process, or lawful government requests.

• Protection of Rights: When reasonably necessary and legally permitted to address fraud, security threats, or misuse of our Website.

We do not share information submitted through the Contact Us form with unrelated third parties for their independent marketing purposes.

5. Cookies and Google Analytics

Our Website uses Google Analytics, which may use cookies and similar technologies to collect information about visitor interactions.

Cookies are small data files stored on your device that help recognize browsers, measure Website activity, and support analytics functionality.

You may manage or disable cookies through your browser settings and any cookie preferences offered on our Website.

You may also learn about Google Analytics privacy practices and available opt-out options at:

https://tools.google.com/dlpage/gaoptout

For additional information about how Google processes information collected through websites using its services, visit:

https://policies.google.com/technologies/partner-sites

Disabling analytics cookies may limit the information collected about your Website activity but generally will not prevent you from browsing our Website.

6. Protecting Your Information

Southern Crest takes reasonable precautions to protect personal information submitted through the Website against unauthorized access, use, alteration, or disclosure.

We seek to use appropriate security measures and reputable technology service providers to support the protection of Website information.

However, no method of electronic transmission or online storage is completely secure, and we cannot guarantee absolute security.

Visitors should avoid transmitting highly sensitive personal, financial, or medical information through the Website's general Contact Us form.

7. Data Retention

We retain information submitted through the Contact Us form for as long as reasonably necessary to respond to inquiries, maintain appropriate business records, and fulfill applicable legal obligations.

Google Analytics information is retained in accordance with the retention settings configured for our Google Analytics account and Google's applicable policies.

When information is no longer reasonably necessary, we will seek to delete or appropriately dispose of it, subject to applicable legal and business recordkeeping requirements.

8. Your Privacy Choices

You may contact Southern Crest to request:

• Access to personal information you submitted through our Contact Us form.

• Correction of inaccurate contact information.

• Deletion of your information, subject to applicable legal and recordkeeping obligations.

• Information about how your personal information has been used.

We may take reasonable steps to verify your identity before processing a request.

You may also manage Google Analytics cookies through your browser settings or available privacy controls.

We will consider and respond to requests in accordance with applicable law.

9. Third-Party Service Providers

Our Website is hosted by Squarespace and uses Google Analytics for Website traffic analysis.

These providers may process certain information in accordance with their respective privacy policies.

We encourage visitors to review their policies:

Squarespace Privacy Policy:
https://www.squarespace.com/privacy

Google Privacy Policy:
https://policies.google.com/privacy

Southern Crest is not responsible for the independent privacy practices of third-party websites.

10. Children's Privacy

Our Website is intended for adults seeking information about our professional services.

We do not knowingly collect personal information from children under the age of 13 through our Contact Us form.

If we become aware that such information has been collected without legally required consent, we will take appropriate steps to delete it.

11. Changes to This Privacy Policy

Southern Crest may update this Privacy Policy periodically to reflect changes in our Website, information collection practices, technology, or applicable legal requirements.

Any updates will be posted on this page with a revised effective date.

We encourage visitors to review this policy periodically.

12. Contact Us

If you have questions about this Privacy Policy or how information submitted through our Website is handled, please contact us:

Southern Crest Personal Finance Management, LLC

PO Box 28933 Atlanta, GA 30328

Phone: (678) 370-2774

Email: info@southerncrestpfm.com