Privacy Policy

This policy describes how Versed collects, uses and protects the personal information you provide on versed-financials.com.

Information I collect

Contact details. When you book a discovery call or fill out a form, I collect the information you choose to share, such as your name, email address, phone number and details about your business.

Site usage. Like most websites, this site may receive basic technical information from your browser, such as your IP address and the pages you visit.

How I use it

I use your information to respond to inquiries, schedule calls, provide services and send updates you've asked for. I don't sell, trade or rent your personal information.

Third-party tools

Forms and scheduling on this site are handled by trusted third-party tools, which process your information under their own privacy policies.

Security

I take reasonable measures to protect your information. Client financial records are handled through a secure client portal, not through this website.

Your choices

You can ask me to update or delete your information, or opt out of any emails, at any time.

Changes

I may update this policy as my practices change. The date at the top shows the latest version.

Contact

Questions about this policy? Email me at katie@versed-financials.com.