Privacy Policy
Effective Date: August 14, 2026
Same Page Financial Services, LLC (“Same Page Financial Services,” “Same Page,” “we,” “our,” or “us”) respects your privacy and is committed to handling personal information responsibly.
This Privacy Policy explains how information may be collected, used, and shared when you visit www.samepagefinancialservices.com, submit information through our website, or interact with third-party services linked from our website.
Information We Collect
Information You Provide to Us
We may collect personal or business information that you voluntarily provide through our website, including when you complete our contact form or otherwise communicate with us.
This information may include:
First and last name
Business name
Email address
Phone number
Website address
Services or financial support you are interested in
Information you choose to provide about your business, financial needs, challenges, or goals
Any additional information you include in a message to us
Information submitted through our website contact form is delivered to our Same Page Financial Services email account and may also be processed through Squarespace, which provides our website platform. Squarespace explains that its sites use visitor data to function and that third-party services connected to a site may also process visitor information.
Information Collected Automatically
When you visit our website, certain information may be collected automatically through Squarespace Analytics, Google Analytics, cookies, and similar technologies.
This may include information such as:
Browser and device type
General geographic location
Pages viewed
Referring websites or traffic sources
Date and time of visits
Website interactions
Approximate session and usage information
Squarespace uses analytics and performance cookies to help website owners understand how visitors interact with their sites. Google Analytics may also collect first-party cookie identifiers, browser/device information, and website activity for measurement and reporting purposes. Google states that Google Analytics does not log or store IP addresses.
How We Use Information
We may use information collected through the website to:
Respond to inquiries and requests
Learn about your business and the financial support you may need
Determine whether Same Page Financial Services may be a good fit for your needs
Schedule and manage introductory conversations
Communicate with you regarding your inquiry
Operate, maintain, and improve our website
Understand how visitors use our website
Evaluate website traffic and performance
Protect the security and integrity of our website and business
Comply with applicable legal and regulatory obligations
We do not currently use information submitted through this website to enroll visitors in an email newsletter or automated marketing list.
Scheduling a Clarity Call
Our website may link to a Google scheduling service that allows you to schedule a Clarity Call or other meeting.
When you use that service, you may provide information such as your name, email address, scheduling preferences, and other information requested during the booking process.
Because the scheduling service is operated by Google, information provided through that service may also be handled according to Google’s privacy practices.
Google Analytics
We use Google Analytics to better understand how visitors interact with our website.
Google Analytics may use cookies and similar technologies to collect information about website visits and interactions. Google provides controls related to analytics data collection and also offers a browser add-on that allows users to prevent their website activity from being shared with Google Analytics.
We use this information primarily to understand website performance, visitor behavior, and which content is most useful to visitors.
Squarespace Analytics
Our website is hosted through Squarespace.
Squarespace may collect information necessary to operate the website and may use analytics and performance cookies to provide website traffic and usage information to us.
Cookies and Similar Technologies
Our website uses cookies and similar technologies for website functionality and analytics.
Cookies are small data files that may be stored on your browser or device. They may help the website function properly, understand website traffic, distinguish visitors or sessions, and measure how visitors interact with the site.
You may be able to control or delete cookies through your browser settings. Disabling certain cookies may affect how some website features function.
How We Share Information
We do not sell personal information collected through this website.
We may share or allow information to be processed by service providers that help us operate our website and business, including:
Squarespace
Google Analytics
Google scheduling and related Google services
Email and technology service providers
These third parties may process information according to their own terms, privacy policies, and agreements with us.
We may also disclose information when reasonably necessary to comply with applicable law, respond to lawful requests, protect our rights or property, investigate fraud or security concerns, or protect the safety of Same Page Financial Services, our partners, or others.
Financial Information and Website Payments
Same Page Financial Services does not currently accept payments or collect payment-card information through this website.
Visitors should not submit sensitive financial account information, banking credentials, Social Security numbers, tax identification information, passwords, or similar confidential financial data through the general website contact form.
If you become a Same Page partner, financial information needed to provide professional services may be collected through separate systems, processes, agreements, or secure platforms. Those activities may be subject to additional privacy, confidentiality, and security practices.
Data Retention
We may retain personal information for as long as reasonably necessary to respond to inquiries, maintain appropriate business records, provide requested services, comply with legal obligations, resolve disputes, and protect our business interests.
Information that is no longer reasonably necessary may be deleted or securely disposed of in accordance with our business practices.
Data Security
We take reasonable administrative and technical measures designed to protect information in our possession.
However, no website, email transmission, internet connection, or electronic storage system can be guaranteed to be completely secure.
The Federal Trade Commission recommends that businesses collect only information they need, protect information they retain, appropriately dispose of information that is no longer needed, and maintain a plan for security incidents.
Your Privacy Choices
Depending on where you live and the laws that apply, you may have certain rights regarding personal information, which may include the ability to request access to, correction of, or deletion of information we maintain about you.
To make a privacy-related request, contact us using the information provided below.
We may need to verify your identity before responding to certain requests.
Third-Party Websites and Services
Our website may contain links to websites, scheduling services, social media platforms, or other services operated by third parties.
Same Page Financial Services does not control the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party service you choose to use.
Children’s Privacy
Our website and services are intended for businesses and business owners and are not directed toward children under the age of 13.
We do not knowingly seek to collect personal information from children through this website.
Changes to This Privacy Policy
We may update this Privacy Policy periodically to reflect changes in our website, technology providers, services, business practices, or legal requirements.
When changes are made, the updated policy will be posted on this page with a revised effective date.
Contact Us
If you have questions about this Privacy Policy or how information submitted through our website is handled, please contact:
Same Page Financial Services, LLC
Email: bell.kelly@samepagefinancialservices.com
Phone: (904) 257-5407
Website:www.samepagefinancialservices.com