CFOWISE Executive Consulting LLC DBA Path to Profits Consulting (“Company,” “we,” “us,” or “our”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, interact with our services, or purchase products from us.
By using this website, you consent to the terms of this Privacy Policy.
We may collect the following categories of information:
Information You Provide Directly
Name
Email address
Mailing address
Phone number
Payment details (collected via our payment gateway, not stored by us)
Business information (e.g., financial data submitted for consulting purposes)
Information submitted through forms, surveys, live chat, or support channels
Automatically Collected Information
When you interact with our site, we may automatically collect:
IP address
Browser type
Device type
Usage patterns
Pages visited
Referring URLs
Time spent on each page
Collection technologies include:
Cookies
Pixels
Server logs
Analytics scripts
We may use your information to:
Personalize user experience (legitimate interest)
Improve our website and services (legitimate interest)
Provide requested services and products (contract performance)
Process payments and transactions (contract performance)
Respond to support inquiries (legitimate interest)
Send newsletters and marketing communications (consent/legitimate interest)
Request feedback and reviews (legitimate interest)
Administer promotions and surveys (contract performance/legitimate interest)
You may unsubscribe from marketing at any time by clicking “unsubscribe” or emailing [email protected]
We use industry-standard safeguards, including:
SSL (Secure Socket Layer) encryption
State-of-the-art end-to-end encryption (powered by the open source Signal Protocol) keeps your Chat conversations secure
Limited access to systems storing data
Malware scanning
Segregation of sensitive client financial and personal information to SOC 2-certified platforms
Processing of payments through secure, PCI-compliant third-party gateways
Cyber liability insurance policies are in place
We do not store full credit card details on our servers
We retain personal information only as long as necessary to:
Fulfill the purposes described in this policy
Provide contracted services
Meet legal, tax, and accounting requirements
After retention periods expire, data is securely deleted or anonymized.
You may request deletion of your personal information at any time (see Section 13).
We use cookies and similar technologies to:
Recognize your browser
Improve user experience
Maintain shopping cart functionality
Save preferences
Track advertising performance
Measure traffic and engagement trends
We use:
Google Analytics - Privacy Policy
Meta (Facebook) Pixels - Privacy Policy
Third-party analytics providers
You can disable cookies in your browser; however, some features may not function properly.
We do not sell or rent personal information.
We may share information with:
Website, Course, Webinar, and Coach Hosting partners - including but not limited to GoHighLevel, Google, Simply.Coach
Analytics providers - list above
Email marketing vendors - including LeadConnector
Payment processors - including Stripe
Advertising platforms - including but not limited to Meta, LinkedIn, Google
Support platform - including Hiver
All partners are contractually required to maintain confidentiality and security.
We may also disclose information:
To comply with legal obligations
To enforce our policies
To protect rights, property, or safety
Non-personal, aggregated data may be shared for marketing.
Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies.
We honor Do Not Track browser signals where technically feasible. When DNT is enabled, we do not:
Place tracking cookies
Use targeted advertising based on behavior
We permit third-party behavioral tracking for:
Advertising optimization
Conversion measurement
Traffic analysis
Users may opt out via browser settings or platform-specific opt-out tools.
We do not knowingly collect information from children under age 13.
If we become aware that a child under 13 has submitted personal information:
We will promptly delete the information
Parents may contact us at [email protected] to request deletion
In the event of a data breach, we will notify affected users via email within one (1) business day of becoming aware of the breach.
We adopt the Individual Redress Principle, allowing individuals to pursue legal rights against data collectors who fail to comply with the law.
We collect emails to:
Send information and updates
Respond to inquiries
Deliver purchased products
Market-related services and offers
To comply with CAN-SPAM, we agree to:
Never use misleading subject lines
Include our business address
Provide a clear unsubscribe link
Honor opt-out requests promptly
Monitor third-party vendors (including LeadConnector) for compliance
To unsubscribe, click the link at the bottom of any email or contact [email protected]
If you are a California resident, you have the right to:
Know what personal information we collect and how it is used
Request access to your personal information
Request deletion of your personal information
Request correction of inaccurate information
Opt out of the sale or sharing of personal information (we do not sell)
Not be discriminated against for exercising these rights
To exercise these rights:
Email [email protected] with the subject line “California Privacy Request.”
We may request identity verification.
As a Washington resident, you may request:
Confirmation whether we process your personal data
Access to personal data we hold
Correction of inaccuracies
Deletion of personal data
Restriction of certain processing activities
Requests may be submitted to: [email protected]
Sensitive client personal documents and business documents are stored on SOC 2-certified platforms, secured under cyber insurance policies.
Residents of states with comprehensive privacy laws may have similar rights, including:
Access
Correction
Deletion
Portability
Processing limitations
To exercise rights:
Email [email protected] with the subject line “State Privacy Request.”
We will make reasonable efforts to verify identity and respond within required timelines.
Residents of states with comprehensive privacy laws may have similar rights, including:
Access
Correction
Deletion
Portability
Processing limitations
To exercise rights:
Email [email protected] with the subject line “State Privacy Request.”
We will make reasonable efforts to verify identity and respond within required timelines.
We may update this Privacy Policy periodically. Updates will be posted on this page. Continued use of the site indicates acceptance of revised terms.
If you have questions about this Privacy Policy, contact us at:
Path to Profits Consulting
2950 Newmarket St. STE 101 PMB #328 Bellingham, WA 98226
Email: [email protected]
Website: pathtoprofitsconsulting.com