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Privacy Policy

Privacy Policy

Last updated: October 7th, 2026
 

About This Policy

The Finance Agency LLC (“we,” “us,” or “our”) operates www.thefinanceagency.com.


This policy describes how we handle personal information when you visit our website, contact us, book a call, or subscribe to TFA’s Two Cents. Information handled during a client engagement may also be subject to separate agreements and privacy notices.

Information You Provide


We collect information you choose to provide when you:

  • Contact us by email.

  • Book a call through HoneyBook.

  • Subscribe to TFA’s Two Cents through Flodesk.


Depending on your interaction, this may include your name, email address, phone number, business name, appointment details, and information you share about your business or service needs.


Please do not submit passwords, bank account details, Social Security numbers, or other sensitive financial information through newsletter signup or call-booking forms.


How We Use Information

We use personal information to:

  • Respond to inquiries and discuss potential services.

  • Schedule and manage calls.

  • Send TFA’s Two Cents and other communications you subscribe to.

  • Maintain communication and subscription records.

  • Operate and protect our business.

  • Meet applicable legal obligations.


Booking a call does not automatically subscribe you to our newsletter.


HoneyBook and Flodesk

We use HoneyBook to manage call bookings and related information.


We use Flodesk to manage email subscriptions and send TFA’s Two Cents. Flodesk may provide email engagement information, such as opens and link clicks, which helps us understand how subscribers interact with our emails.


These providers process information to deliver their services. Their own privacy policies explain their additional practices:

HoneyBook: https://www.honeybook.com/legal/privacy
Flodesk: https://flodesk.com/legal/privacy-policy


How Information Is Shared

Information may be shared with service providers supporting our website, email, scheduling, and business operations where needed to perform those functions.
 

We may also disclose information when legally required, to protect legal rights or investigate misuse, or in connection with a business transfer, subject to applicable law.


Email Choices

You can unsubscribe from marketing emails using the unsubscribe link in an email or by contacting hello@thefinanceagencyllc.com.

Unsubscribing from marketing does not prevent us from sending necessary communications about an inquiry, appointment, or client engagement.
 

Retention

We retain information for as long as reasonably needed for the purposes described in this policy, including maintaining business records and meeting legal obligations.


Retention periods depend on the information and our relationship with you. Certain records may need to be retained after a deletion request.


Security

No website, email service, or electronic storage system can guarantee complete security. Please contact us if you believe information you have shared with us has been compromised.


Your Requests and Rights

You may contact us to request access to, correction of, or deletion of personal information we hold about you.

Depending on your location and applicable law, you may have additional privacy rights. We will handle requests as required by applicable law and may need to verify your identity before responding.

​

Children’s Information

Our website and services are intended for business owners and adult professionals, not children under 13. If you believe a child has provided personal information to us, contact us so we can address it.


Third-Party Websites

Links to other websites are provided for convenience. This policy does not govern those websites. Review their privacy policies before providing personal information.


Changes to This Policy

We may update this policy as our practices or legal obligations change. We will post the revised policy here, update the date above, and provide additional notice where required by law.
 

Contact

For privacy questions or requests, contact:

The Finance Agency LLC
Email: hello@thefinanceagencyllc.com
Website: www.thefinanceagency.com
 

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