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Privacy Policy

Last updated: August 10, 2025

Sarah Songalia (“we,” “our,” “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website, interact with our services, or engage with our team.

Information We Collect

We may collect the following types of personal information:

  • Personal Identification Information: Name, email address, phone number, mailing address, and other contact details.
  • Professional & Financial Information: Employment history, qualifications, certifications, income range, and financial objectives.
  • Transaction Information: Records of consultations, bookings, or transactions made with us.
  • Technical Information: IP address, browser type, operating system, device type, and browsing behavior on our site (via cookies and analytics tools).
  • Communication Records: Emails, messages, or calls exchanged with us for service inquiries or support.

How We Use Your Information

We process your personal data for the following purposes:

  • To respond to inquiries, provide consultation services, and fulfill contractual obligations.
  • To evaluate applications for partnerships, collaborations, or career opportunities.
  • To send updates, newsletters, invitations to events, and marketing materials (with your consent).
  • To improve website functionality, user experience, and service offerings.
  • To meet legal, regulatory, and compliance requirements, especially in financial services.

Sharing and Disclosure of Information

We do not sell, rent, or trade your personal information. However, we may share data:

  • With Service Providers: Third-party partners who help us operate our website, marketing, or client services.
  • For Legal Compliance: When required by law, regulation, or legal process.
  • With Your Consent: If you authorize us to share information with other professionals, organizations, or partners.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by law and regulatory obligations.

Cookies and Tracking Technologies

We use cookies, pixels, and analytics tools to:

  • Monitor website performance.
  • Understand visitor interactions and preferences.
  • Enhance browsing experience.

You may disable cookies in your browser settings, but this may limit certain website features.

Data Security

We implement appropriate technical and organizational measures to protect personal data against unauthorized access, alteration, disclosure, or destruction. However, no online transmission is 100% secure, and we cannot guarantee absolute security.

Your Rights

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

  • Access, correct, or update your personal information.
  • Request deletion of your data (subject to legal obligations).
  • Withdraw consent for marketing communications.
  • File a complaint with a data protection authority.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the content, privacy policies, or practices of these sites.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The “Effective Date” will indicate the latest revision. We encourage you to review this page periodically.

Contact Us

If you have questions or concerns regarding this Privacy Policy or how your data is handled, please contact us at: