CFO Solutions

Last Updated: 10/6/2025

Cascade CFO Solutions (“we,” “our,” or “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or communicate with us through phone, email, or text message.

1. Information We Collect

We may collect personal and business information that you voluntarily provide to us, including:

• Contact Information: Name, email address, phone number, and organization name.
   
• Business Information: Financial or operational details provided during consultations or engagements.
   
• Communication Data: Messages, call logs, or correspondence between you and our team.
   
• Technical Data: IP address, browser type, and site usage statistics collected automatically to improve our website’s performance and security.

2. How We Use Your Information

We use your information for the following business purposes:

• To respond to inquiries and provide requested services.
   
• To schedule consultations and communicate regarding ongoing projects.
   
• To maintain internal records and compliance documentation.
   
• To improve our website, products, and customer experience.
   
• To send administrative updates such as policy changes, invoices, or confirmations.

3. Text Messaging and Mobile Information 

We may communicate with you via text message for service-related purposes such as scheduling, confirmations, or updates.

We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

4. Data Sharing and Disclosure

We do not sell, trade, or rent users’ personal information. We may share limited information only:

• To comply with legal obligations or respond to lawful requests.
   
• With trusted service providers who assist in operating our business (e.g., website hosting, communications platforms) under strict confidentiality agreements.

5. Data Security
 

We use appropriate administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure. While we take reasonable steps to secure your data, no system can be guaranteed to be 100% secure.

6. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy or as required by law or professional regulations.

7. Your Rights

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

• Access and obtain a copy of your personal information.
   
• Request correction or deletion of your data.
   
• Withdraw consent for communications.
   

To exercise these rights, contact us using the information below.

8. Updates to This Policy

We may update this Privacy Policy periodically. All updates will be posted on this page with a revised effective date.

9. Contact Us

If you have any questions about this Privacy Policy or how we handle your data, please contact:

Cascade CFO Solutions LLC
📍 Chehalis, WA
📧 connect@cascadecfosolutions.com
📞 +1 360-468-7834