Privacy Policy

Upward Spiral Advisory, LLC ("Upward Spiral," "we," "us," or "our") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information when you visit upwardspiraladvisory.com (the "Site") or engage with our advisory services.

Information We Collect

We may collect the following types of information:

• Contact Information: Name, email address, phone number, and company name when you submit a contact form, schedule a consultation, or communicate with us directly.

• Engagement Information: Information you provide in connection with our advisory services, including organizational details shared during diagnostic or consulting engagements.

• Automatically Collected Information: Information such as IP address, browser type, device information, and pages visited, collected through cookies and similar technologies via our website platform (Squarespace).

• Payment Information: If you make a payment for services, billing information may be collected and processed by our third-party payment processor. We do not store full payment card details on our servers.

How We Use Your Information

We use the information we collect to:

• Respond to inquiries and schedule consultations

• Provide, manage, and improve our advisory services

• Communicate with you about engagements, proposals, and agreements

• Process payments and maintain business records

• Comply with legal and regulatory obligations

• Improve the functionality and content of our website

How We Share Your Information

We do not sell or rent your personal information. We may share information with:

• Service Providers: Third parties who perform services on our behalf, such as website hosting (Squarespace), email communication tools, scheduling software, and payment processors.

• Legal Requirements: When required by law, regulation, legal process, or governmental request.

• Business Transfers: In connection with a merger, acquisition, or sale of business assets, your information may be transferred as part of that transaction.

Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze site traffic. You can adjust your browser settings to refuse cookies, though this may affect certain features of the Site.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including to satisfy any legal, accounting, or reporting requirements related to our business engagements.

Data Security

We take reasonable administrative and technical measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Rights

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or request deletion of the information we hold about you. To exercise these rights, please contact us using the information below.

Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies.

Children's Privacy

Our services are intended for businesses and organizational leaders. We do not knowingly collect personal information from individuals under the age of 18.

Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. Your continued use of the Site after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us.