Privacy Policy

This Privacy Policy is effective as of August 31, 2026.

This website is operated by EveryPenny LLC. This policy applies to visitors to this website and to business inquiries submitted through it.

Client financial information handled under a signed engagement is governed by the applicable client agreements and operating procedures, not by this website policy.

We collect the information you choose to submit through the form on this website: your first name, work email address, company name, an annual revenue range, and anything you write in the optional message field.

When the site is loaded, standard technical information may also be processed — such as IP address, browser type, and the pages requested — by the infrastructure that serves the site, in the ordinary course of operating and protecting it.

When you submit the form, we also record limited inquiry-source information — the page on this site you arrived at, the page from which you opened the review, and any campaign parameters in the link you followed — so we can understand which outreach led to your inquiry. This information stays on your device only for the duration of your visit, is sent to us only with your submission, and does not involve cookies or third-party tracking.

Please do not submit confidential financial records, Social Security numbers, bank credentials, tax documents, or other sensitive information through the public website form.

Information submitted through the form is used to:

• respond to your inquiry,
• prepare for the conversation you requested,
• schedule meetings,
• maintain a record of business communications,
• protect this website and our operations, and
• comply with applicable law.

EveryPenny LLC does not sell personal information.

Information may be shared with service providers we use to host this website, deliver communications, schedule meetings, or process inquiries — and only to the extent needed to provide those services. For example, when you submit the inquiry form, a notification may be delivered to us through an email-delivery provider.

We may also disclose information where required by law or to protect our legal rights.

This website does not load third-party advertising or analytics scripts, and it does not set advertising or analytics cookies.

If a third-party scheduling tool is made available through this site (for example, to book a meeting after submitting the form), that provider operates under its own privacy practices and may use its own cookies. If we add analytics or other tracking in the future, this policy will be updated first.

We keep inquiry information for as long as needed to respond to you, to maintain a record of our business communications, and to meet legal and recordkeeping obligations.

We apply access, credential, and approval practices to the information we hold. No method of transmission or storage is completely risk-free, and we do not claim certifications we have not obtained.

You may contact us to ask what information we hold about you, or to request access, correction, or deletion of that information, subject to applicable legal and recordkeeping requirements. Use the contact details below and we will respond.

This site may link to websites and tools operated by others, including scheduling services. Those services have their own terms and privacy practices, which we do not control.

If this policy changes materially, we will post the updated version on this page with a new effective date.

Questions about this policy, and access, correction, or deletion requests, can be sent to EveryPenny LLC at hello@everypennyllc.com.