Holistic Financial Partners

Last Updated: April 1, 2025

At Holistic Financial Partners, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or communicate with us.

INFORMATION WE COLLECT

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Complete forms on our website
• Register for a client portal account
• Schedule a consultation
• Subscribe to our newsletters, now or in the future
• Request information about our services

This information may include:

• Name, email address, phone number, and mailing address
• Financial information necessary to provide our services
• Professional information, including occupation and employer
• Information about your financial goals and objectives
• Information about your financial situation related to divorce, retirement, inheritance, business sales, or other transitions

Information Automatically Collected

When you visit our website, we may automatically collect certain information about your device, including:

• IP address
• Browser type and version
• Pages you visit on our site
• Time and date of your visit
• Time spent on those pages
• Referring website addresses
• Other diagnostic data

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and hold certain information. Cookies are files with small amounts of data that may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

HOW WE USE YOUR INFORMATION

We use the information we collect for various purposes, including to:

• Provide, operate, and maintain our services
• Improve, personalize, and expand our services
• Understand and analyze how you use our services
• Develop new services, features, and functionality
• Communicate with you about our services, updates, and other information
• Process transactions and send related information
• Find and prevent fraud
• Comply with applicable laws and regulations

DISCLOSURE OF YOUR INFORMATION

We may disclose your personal information in the following situations:

Business Transfers

If we are involved in a merger, acquisition, or asset sale, your personal information may be transferred as part of that transaction.

Compliance with Laws

We may disclose your information where required by law, governmental request, or to protect our rights.

Service Providers

We may share your information with third-party service providers who help us provide our services, such as:

• Customer relationship management systems
• Email delivery services
• Financial planning software
• Client portal services
• Payment processors

With Your Consent

We may disclose your personal information for any other purpose with your consent.

DATA SECURITY

We implement appropriate security measures to protect against unauthorized access, alteration, disclosure, or destruction of your personal information. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security.

YOUR PRIVACY RIGHTS

Access and Control

You have the right to:

• Access personal information we hold about you
• Correct inaccurate personal information
• Request deletion of your personal information
• Object to our processing of your personal information
• Request restriction of processing your personal information
• Request transfer of your personal information
• Withdraw consent where we rely on consent to process your information

FINANCIAL INFORMATION PRIVACY

As a financial services firm, we comply with federal and state laws regarding the protection of nonpublic personal information, including:

Gramm-Leach-Bliley Act

We maintain physical, electronic, and procedural safeguards that comply with federal standards to protect your nonpublic personal information. We collect information required to provide our services, assist you with your financial needs, and fulfill legal and regulatory requirements.

Information Sharing Practices

We restrict access to nonpublic personal information to employees who need that information to provide services to you. We do not disclose nonpublic personal information about our clients or former clients to anyone, except as permitted by law.

CHILDREN’S PRIVACY

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you are a parent or guardian and believe your child has provided us with personal information, please contact us.

CHANGES TO THIS PRIVACY POLICY

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the “Last Updated” date.

CONTACT US

If you have questions about this Privacy Policy, please contact us at:

Holistic Financial Partners
9959 Crosspoint Blvd.
Indianapolis, IN 46256
Phone: 317-550-3400
Email: privacy@holisticfinancialpartners.com

By using our website or services, you acknowledge that you have read and understand this Privacy Policy.