Privacy Policy

Overview

Kay Advisory Services ("we", "us") respects your privacy. This policy explains what information we collect through this website, how we use it, and the choices you have. By using this site, you agree to the practices described here.

Information we collect

• Contact and inquiry details. When you submit the contact form, we collect the information you choose to share — such as your name, company, email address, annual revenue range and a description of what you would like help with.
• CFO Assessment responses. If you use the CFO Assessment tool, we process the goals and challenges you describe in order to generate a recommendation. Assessment inputs are used only to produce your response; the generated output is general guidance, not professional or financial advice, and is not stored as part of a client record.
• Booking details. If you schedule a call through our scheduling link, your booking information is handled under that provider's privacy policy.
• Standard technical data. Like most websites, we may receive standard technical information (such as browser type and pages visited) from our hosting provider for security and performance purposes.

How we use your information

We use the information you provide to respond to your inquiry, prepare for conversations with you, and follow up about the services you asked about. We do not sell, rent or trade your personal information, and we do not share it with third parties except where necessary to operate the site (for example, hosting and email delivery providers) or where required by law.

Retention

We keep inquiry information for as long as needed to respond to your request and for a reasonable period afterwards, in case you wish to engage with us later. You can ask us to delete it at any time.

Your choices

You may request access to, correction of, or deletion of the personal information we hold about you. To make a request, email info@kayadvisoryservices.com. We will respond within a reasonable timeframe.

Security

We use industry-standard safeguards, including encrypted connections and access controls, to protect information submitted through this site. No method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Changes to this policy

We may update this policy from time to time. The date at the top of this page reflects the most recent revision.

Contact

Questions about this policy can be sent to info@kayadvisoryservices.com.