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Privacy Policy

Last updated: June 13, 2026

Template notice: This policy is a starting template tailored to a fractional CFO practice. Have a qualified attorney review and adapt it to your jurisdiction (e.g. GDPR, CCPA/CPRA) before publishing. It is not legal advice.

This Privacy Policy explains how Trustpoint Consultants ("we," "us," or "our") collects, uses, discloses, and safeguards your information when you visit our website or engage our services. By using this site, you agree to the practices described below.

1. Information we collect

Information you provide

When you fill out a form, request our Financial Health Scorecard, book a discovery call, or email us, we may collect your name, business name, email address, phone number, annual revenue range, and any details you choose to share about your business.

Information collected automatically

Like most websites, we may automatically collect limited technical data such as your IP address, browser type, device information, referring pages, and how you interact with the site, typically via cookies and analytics tools.

2. How we use your information

  • To respond to your inquiries and schedule discovery calls;
  • To deliver requested resources such as the Financial Health Scorecard;
  • To provide, operate, and improve our services and website;
  • To send relevant updates or marketing communications (only where permitted, and you can opt out anytime);
  • To comply with legal obligations and protect against fraud or misuse.

3. Cookies & analytics

We may use cookies and third-party analytics (for example, Google Analytics or Plausible) to understand site usage and improve the experience. You can control cookies through your browser settings. If you add an analytics provider, disclose it here and link to their privacy policy.

4. How we share information

We do not sell your personal information. We may share it with trusted service providers who help us operate the business — such as email, scheduling, CRM, and analytics platforms — strictly to perform services on our behalf, and with legal authorities where required by law.

5. Data retention

We retain personal information only for as long as necessary to fulfil the purposes described in this policy, to comply with our legal obligations, resolve disputes, and enforce our agreements.

6. Data security

We use reasonable administrative, technical, and physical safeguards to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Your rights

Depending on your location, you may have the right to access, correct, delete, or restrict the use of your personal information, and to object to or withdraw consent for certain processing. To exercise these rights, contact us using the details below.

8. Third-party links

Our site may link to external websites (such as a scheduling tool). We are not responsible for the privacy practices of those third parties; please review their policies separately.

9. Children's privacy

Our services are intended for businesses and are not directed to individuals under 18. We do not knowingly collect personal information from children.

10. Changes to this policy

We may update this Privacy Policy from time to time. The "Last updated" date above reflects the most recent revision. Continued use of the site after changes constitutes acceptance of the updated policy.

Contact us

Questions about this policy or your data? Email [email protected] or call +92 322 866 5822.

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