Privacy Notice
We collect only the information needed to prepare for your benefits review, conduct the conversation, and send follow-up notes.
Information we collect
- Contact details you provide when scheduling through Calendly.
- Details you choose to share via email or during the consultation.
- Meeting logistics such as preferred times and attendees.
How we use your information
- To confirm appointments and share preparation checklists.
- To document discussion points and action items for you.
- To respond to follow-up questions related to your benefits decisions.
What we do not do
- We do not sell or trade your information.
- We do not host analytics, social pixels, or marketing trackers.
- We do not store form submissions on this website.
Your choices
- Update or correct your information by emailing brandon@petteefinancialconsulting.com.
- Request deletion of notes or documents we maintain for you.
- Decline to share sensitive information; we can proceed with what you are comfortable providing.
For questions about this notice, email brandon@petteefinancialconsulting.com or call (603) 960-4295.
Effective date: October 10, 2025