The Veritas Guidance LLC

Privacy Policy

Your privacy matters. This policy explains what personal information we collect, how we use it, and the steps we take to protect it when you contact our Providence practice.

Effective date: January 15, 2025

A clear standard

Your information stays under your control.

The Veritas Guidance LLC collects only the information needed to respond to your request, arrange a conversation, and improve the website. We do not sell or rent personal information.

That promise guides every section below.

What this policy covers

It applies to information sent through consultation forms, email, telephone conversations, scheduling tools, and visits to this website. It also explains cookies, analytics, retention, third-party providers, and the choices available to you.

Information practices

What We Collect and How We Use It

We keep collection focused on a practical purpose.

Information you provide

A consultation request may include your name, email address, phone number, service interest, preferred contact method, and the message you choose to send. Please share only details needed for an initial conversation.

We use this information to answer your inquiry, understand the type of support you are seeking, and coordinate an appointment when requested.

Information collected automatically

Website analytics may record your IP address, browser type, device category, pages visited, approximate visit time, and referring page. This information helps us see which pages are useful and find technical problems.

Analytics reports are reviewed in aggregate where possible. They are not used to make decisions about your eligibility for financial counseling.

Why we process information

Respond to messages and requested communications.

Arrange consultation times through selected scheduling tools.

Maintain and improve website performance.

Meet legal, accounting, and recordkeeping obligations.

Depending on the applicable law, our legal basis may be your consent, steps taken at your request, a legitimate business purpose, or a legal obligation. You can withdraw consent for future communications at any time.

Behind the form

Third-Party Services, Cookies, and Data Retention

Good protection includes the tools around the website.

Service providers

We may use carefully selected providers for website analytics, form processing, email delivery, hosting, and appointment scheduling. These providers receive only the information needed for their assigned task and must handle it under contractual or legal requirements.

Providers may process information in the United States or another country where they operate. Their privacy notices may apply to information they handle directly.

Cookies and similar tools

Cookies are small text files stored by your browser. Essential cookies may support site functions, while analytics cookies help us understand page visits and technical performance.

You can manage or block cookies through your browser settings. Blocking some cookies may affect scheduling or other website features. Your browser may also offer a “Do Not Track” setting, although websites do not always respond to it in the same way.

Retention and security

We retain personal information for as long as needed to respond to your request, maintain appropriate business records, resolve disputes, and meet legal obligations. Retention periods vary by the type of record and its purpose.

Our safeguards may include encrypted connections, account access controls, limited staff access, provider reviews, and staff training. No online transmission or storage system can be guaranteed completely secure.

Please do not send account numbers, passwords, or other highly sensitive financial credentials through a website form.

Your choices

Your Rights and Choices

You can ask what we hold and how it is used.

Access and correction

Ask for a copy of personal information we hold about you or request a correction when something is inaccurate.

Deletion requests

You may ask us to delete information, subject to records we must keep for legal, security, or business reasons.

Communication choices

You can opt out of promotional messages by following the instructions in the message or contacting us directly. Service-related messages may still be sent.

State-specific rights

Depending on where you live, state law may provide rights to know, access, correct, delete, or limit certain uses of personal information. We will verify a request before responding.

Children's privacy

This website is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children through our consultation forms. If you believe a child has submitted information, please contact us so we can review and remove it when appropriate.

Questions welcome

Contact Us About Privacy

Contact The Veritas Guidance LLC if you want to review, correct, or delete personal information, or if you have a concern about our financial counseling privacy practices.

We will review your request and reply using the contact details you provide.

Contact our team

We may update this policy when our practices or legal obligations change. The revised version will be posted on this page with a new effective date.