Privacy Policy

Privacy Policy & Financial Privacy Notice

Effective Date: September 12, 2026

Firm Name: Barrett FP LLC

Barrett FP LLC (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard information through our website, lead intake forms, and scheduling tools, as well as our obligations regarding consumer nonpublic personal information under federal law.

Part 1: Website Privacy & Lead Information

1. Information We Collect

We collect personal information that you voluntarily provide to us when inquiring about our advice-only financial planning services, requesting information, or booking a consultation.

  • Contact Information: Name, email address, and optional phone number submitted via our lead intake forms.

  • Scheduling Data: Information submitted when scheduling an introductory consultation via Google Calendar or integrated appointment booking tools.

  • Automatically Collected Data (Analytics): We do not currently run active tracking pixels or web analytics. However, we may implement standard analytics tools (such as Google Analytics) in the future to understand general website traffic and improve user experience. These tools collect non-identifiable technical data such as IP address, browser type, referring pages, and time spent on our site via cookies.

2. How We Use Your Information

We use the information collected on our website exclusively for legitimate business purposes, including:

  • Responding to your inquiries and scheduling consultations.

  • Providing advice-only financial planning and educational content.

  • Communicating administrative updates, meeting reminders, or service details.

  • Improving our website functionality and content strategy.

We do not sell, rent, or trade your personal information or email address to third parties under any circumstances.

3. Service Providers

We rely on trusted third-party technology infrastructure to operate our practice securely:

  • Google Workspace / Google Calendar: Used for secure email communication, calendar scheduling, and cloud document storage.

  • Third-Party Custodians & CRMs (if applicable): Used strictly for advisory client communications and engagement execution.

These service providers access your information only to perform specific tasks on our behalf and are obligated to protect your data under confidentiality standards.

4. Cookies and Tracking

If analytics tools are enabled on our website in the future, your browser may store small text files ("cookies") to enhance your site navigation. You can adjust your browser settings to decline cookies at any time, though some features of the site may function differently as a result.

Part 2: Federal Financial Privacy Notice (GLBA / Regulation S-P)

Because Barrett FP LLC provides financial advisory services, federal law (including the Gramm-Leach-Bliley Act and SEC/State regulatory guidelines) requires us to inform you how we collect, share, and protect nonpublic personal information (NPI).

1. Categories of Information We Collect

In connection with offering financial planning advice, we may collect nonpublic personal financial information from you, including:

  • Information provided on intake questionnaires, consultations, or agreements (such as income, employment, financial goals, and asset details).

  • Information regarding your financial balance sheet, retirement plans, bank accounts, tax details, or investment holdings reviewed during planning sessions.

2. How We Disclose Your Information

We do not disclose nonpublic personal information about our current or former prospective clients to anyone, except as permitted or required by law. Permitted disclosures include:

  • Sharing information with third parties necessary to service your advisory engagement (e.g., software vendors required for plan analysis, provided strict confidentiality applies).

  • Disclosing information to regulatory bodies, legal counsel, or law enforcement as required by subpoena, regulatory audit, or statutory compliance.


3. Protecting the Security and Confidentiality of Your Data

To protect your nonpublic personal information from unauthorized access and use, we maintain physical, electronic, and procedural safeguards that comply with federal and state regulations. These measures include strict data access controls, encrypted cloud storage, and secure authentication protocols across all firm technology systems.

Part 3: Your Rights & Contact Us

Managing Your Preferences

If you wish to update the contact details you have submitted, request the deletion of your intake information, or opt out of receiving future communications, please contact us directly.

Contact Information

If you have any questions regarding this Privacy Policy or our financial data practices, please reach out:

Barrett FP LLC

Attention: Zach Lundak

Email: zlundak@barrettplanning.com

Website: barrettplanning.com