Privacy Policy
Updated 01/21/26
Who We Are
Wrenne Financial Planning operates this website. Our website address is https://wrennefinancial.com.
This Privacy Policy describes how we collect, use, and share information when you visit our website or interact with us online.
Information We Collect
We collect personal information that you voluntarily provide to us, including when you:
- Schedule a call or meeting with us
- Download educational materials or lead magnets
- Subscribe to our newsletter or other communications
- Submit a contact or inquiry form
The information you provide may include your name, email address, phone number, professional information, and any other details you choose to share.
We do not allow visitors to create accounts, upload content, or leave comments on our website.
How We Use Information
We use the information we collect to:
- Communicate with you and respond to inquiries
- Deliver requested content and educational materials
- Schedule meetings and consultations
- Manage and maintain our business relationships
- Improve our website, communications, and services
Customer Relationship Management and Scheduling Tools
Information you submit to us through our website is stored and managed in our customer relationship management system, including our HubSpot CRM. This information resides in our CRM and is used to manage communications, track interactions, and support our business operations.
When you schedule a meeting with us, your information is processed through our scheduling provider, OnceHub. OnceHub collects and retains scheduling information as necessary to facilitate meeting coordination and confirmations.
These service providers act on our behalf and are contractually required to protect personal information and use it only for the services they provide to us.
Cookies and Analytics
Our website uses cookies and similar technologies to support functionality, analyze website usage, and improve performance. These may include cookies set by our service providers, including HubSpot, to understand how visitors interact with our site and content.
You can control cookie settings through your browser preferences. Disabling cookies may limit certain features or functionality of the website.
Embedded Content and Third-Party Websites
Our website may include embedded content such as videos or other media hosted by third-party platforms. Embedded content behaves as if you visited the third-party website directly and may collect data or use cookies according to that provider’s privacy practices.
We are not responsible for the privacy practices of third-party websites.
How We Share Information
We do not sell personal information. We may share information with trusted third-party service providers that help us operate our website, manage communications, and deliver services. These providers receive information only as necessary to perform services on our behalf and are obligated to protect it.
We may also disclose information if required to do so by law or to protect our legal rights.