Privacy Policy

Effective Date: 5/1/2025

At Wayfinder Partners, your privacy is important to us. This Privacy Policy explains how we collect, use, share, and protect your information when you visit our website or use our services, including SMS communications.

1. Information We Collect

We may collect the following types of information:

  • Personal Information: Name, email address, phone number, company name, and other contact details.

  • Website Data: IP address, browser type, pages visited, and usage behavior via cookies and analytics tools.

  • SMS Data: Your phone number, opt-in/opt-out status, and message interactions when you subscribe to our SMS campaign.

2. How We Use Your Information

We use your information to:

  • Provide bookkeeping, accounting, controller, and fractional CFO services

  • Send newsletters, business tips, reminders, and promotional messages via email or SMS

  • Improve our website, offerings, and client experience

  • Comply with legal obligations

3. SMS Messaging & Consent

By providing your mobile number and opting in, you consent to receive SMS messages from Wayfinder Partners. Message frequency varies. Msg & data rates may apply. You may opt out at any time by replying STOP or contact us at support@wfpartners.co.

4. Data Sharing & Third Parties

We do not sell or rent your personal information. We may share data with trusted third-party service providers who help us operate our business (e.g., email or SMS delivery platforms), under confidentiality agreements.

5. Data Security

We implement appropriate security measures to protect your data, but no online transmission is 100% secure. You use our services at your own risk.

6. Your Rights

Depending on your location, you may have rights to:

  • Access or correct your personal information

  • Request deletion of your data

  • Opt out of marketing communications

To make a request, contact us at support@wfpartners.co.

7. Cookies

We use cookies and similar technologies to enhance site functionality and user experience. You may disable cookies in your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date.

9. Contact Us

If you have any questions about this Privacy Policy, please contact:

Wayfinder Partners
support@wfpartners.co
Traverse City, MI, USA