Privacy Policy

Last updated: June 4, 2025

Welcome to Monarch Advisory Partners LLC. We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you interact with our website and services.

1. Who We Are

Monarch Advisory Partners LLC
4313 Buena Vista St., Dallas, TX 75205
Email: jacqueline@monarchadvisorypartners.com

2. What Information We Collect

Information you provide:

  • Name, email address, phone number

  • Company name, job title

  • Form responses, appointment details (via zcal)

Information we collect automatically:

  • IP address, browser, and device data

  • Website usage via cookies and Google Analytics

Payment information:

  • Payments are securely processed via Squarespace or Wise.com

  • We do not store full credit card or banking details

3. How We Use Your Data

We use your information to:

  • Provide our consulting services

  • Respond to contact form or email inquiries

  • Schedule meetings and manage projects

  • Send you marketing content (if you subscribe)

  • Improve website experience and performance

  • Comply with legal and contractual obligations

Marketing Communications & Unsubscribing

You may unsubscribe from marketing communications at any time by clicking the “unsubscribe” link in our emails. Once unsubscribed, you will no longer receive promotional content from us, though we may still send important transactional or service-related messages if applicable.

4. Legal Basis (for EEA/UK Visitors)

We process your data based on:

  • Your consent (e.g., newsletter signup)

  • A contract with you

  • Legal compliance

  • Our legitimate interests (e.g., analytics)

5. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access or correct your data

  • Delete your personal data

  • Object to or restrict processing

  • Withdraw consent at any time

  • Request data portability (GDPR)

  • Request to know, delete, or opt out of data sale/sharing (CCPA/CPRA)

To exercise these rights, email: jacqueline@monarchadvisorypartners.com

California Visitors (CCPA/CPRA)

Monarch Advisory Partners does not sell or share your personal information as defined under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA).

EU/UK Visitors (GDPR)

If you are located in the EEA or UK, you also have the right to lodge a complaint with your local data protection authority.

6. Cookies

We use cookies to analyze site traffic and enhance your experience.
You can:

  • Manage preferences using our cookie banner (via Squarespace)

  • Control cookies via your browser settings

7. Third-Party Services

We work with trusted providers who help us deliver services:

  • Google Analytics (site analytics)

  • zcal (scheduling)

  • Customer.io (email marketing)

  • HubSpot (CRM)

  • Squarespace & Wise.com (payments)

  • Google Workspace (email and document storage)

We only share necessary information, and each provider has its own privacy policy.

8. Data Retention

We keep your data only as long as needed for the purpose it was collected, or as required by law.

9. Data Transfers

If you are outside the U.S., your data may be transferred to servers located in the United States. By using our services, you consent to this.

10. Security

We take appropriate measures to protect your information from unauthorized access or disclosure. However, no system is perfectly secure.

11. Children’s Privacy

Our services are not intended for children under 16, and we do not knowingly collect data from them.

12. Do Not Track

We do not currently respond to Do Not Track browser signals.

13. Updates to This Policy

We may update this Privacy Policy occasionally. When we do, we’ll revise the date above. Please check this page periodically for changes.

14. Contact Us

If you have questions or want to exercise your data rights, please contact:

Jacqueline Freedman
Founder & CEO
Email: jacqueline@monarchadvisorypartners.com