At Balance Financial Management, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you use our website, services, or communicate with us. By using our website and services, you consent to the practices described in this policy.

We collect personal information, including name, address, phone number, email, financial data (if applicable), communication data, and usage data (e.g., IP address and device information). This information may be used to provide services, communicate with you, process transactions, improve customer experience, send marketing messages (if you opt in), and comply with legal obligations.

By opting in via SMS, email, phone, or website forms, you agree to receive communications from us. No mobile opt-in data will be shared with third parties. You can change your communication preferences by opting in or out at any time by replying “STOP” to any message or using our Contact Us page.

We take reasonable steps to protect your information but cannot guarantee 100% security. Your communications with us are confidential, and we will not share your data except with trusted service providers or if required by law (e.g., subpoenas or government requests). We do not sell or rent your personal information to third parties.

We use cookies and similar technologies to improve your experience on our website. You can manage your cookie preferences through your browser settings. If you have any concerns about the information we collect or wish to exercise your data rights (such as accessing or correcting your data), please contact us at support@balancefm.com.

We may update this Privacy Policy occasionally, and the latest version will be posted on this page with an updated effective date. Please review this policy periodically to stay informed.

If you have any questions or concerns about how we handle your information, please contact us at: