Privacy Policy
This Privacy Policy explains how Lighthollowlane LLC collects, uses, discloses, and safeguards personal information when you visit our website, request services, or interact with our advisory team. We are committed to protecting personal data and using it responsibly to provide budgeting templates, forecasting advice, and related services. This policy applies to information collected through our website and other direct communications. We aim to be transparent about the information we process and to provide choices for how it is used. If you have questions about our privacy practices, you may contact us using the details at the bottom of this page. Our goal is to support your planning needs while respecting privacy, maintaining confidentiality, and complying with applicable laws and reasonable data protection standards.
Information we collect
We collect information you provide directly, such as when you contact us, request a proposal, download a template, or sign up for communications. Typical fields include name, company, email address, phone number, role, and any details you include in messages that help us tailor advice. We also collect information automatically when you use our website, including IP addresses, browser type, pages visited, and interaction times. This automatic data helps us monitor site performance, improve content, and diagnose issues. We may aggregate or pseudonymize data for analytics so that individual users are not directly identifiable. We do not collect sensitive personal data such as government identifiers or financial account credentials through public forms. Where service delivery requires additional information (for example, client-specific financial data during an engagement), we will clearly identify the purpose and legal basis for processing and seek explicit consent or enter a contractual arrangement before collecting such data. We keep collection proportionate to the services requested and avoid storing unnecessary personal details.
How we use information
We use information to respond to inquiries, deliver requested services, prepare proposals, and schedule consultations. For site and service improvement, we analyze usage patterns to refine templates, training materials, and advisory workflows. Where you provide data for a paid engagement or a coaching relationship, we use it to provide the contracted service, to communicate about project progress, and to comply with bookkeeping and tax obligations. We may use contact information to send service-related updates, billing information, or important notices; marketing communications are only sent with your consent and include an easy opt-out mechanism. We do not sell personal data to third parties. We share information with service providers who assist with hosting, analytics, or email delivery under contract and confidentiality obligations. We may disclose information if required by law or to protect rights, property, or safety. Any use beyond the purposes set out here is subject to notifying you and, where required, obtaining consent.
Cookies and tracking technologies
Our website uses cookies and similar technologies to provide core functionality and to collect analytics. Cookies help remember session state, maintain form data, and support the cookie consent preference you set using the site widget. We use third-party analytics in an anonymized form to measure site performance and to understand which resources help visitors most. When you accept cookies, analytics cookies are enabled to provide aggregated usage statistics; if you decline, we limit tracking to essential cookies required for site operation. You can manage cookie preferences at any time through the cookie control visible on the site. We do not use cookies to track users across unrelated third-party sites for advertising without explicit consent. Details of the categories of cookies we use, their purpose, and typical retention periods are available on request. Our cookie modal records your preference locally and does not share personal data beyond what you explicitly provide via forms.
Your rights and choices
Depending on your jurisdiction, you may have rights related to your personal data, including the right to access a copy of data we hold about you, correct inaccuracies, request deletion, or restrict processing. You may object to processing for direct marketing purposes and can withdraw consent where consent is the legal basis for processing. To exercise these rights, contact us using the email or postal address below and provide sufficient detail to help us locate your record. We will respond within a reasonable timeframe and as required by applicable law. We may need to verify your identity before fulfilling a request and we will inform you if we cannot comply and explain the reason. If you are located in the European Economic Area, the United Kingdom, or other jurisdictions with similar protections, additional rights may apply. You also have the right to lodge a complaint with a supervisory authority if you believe our processing violates applicable data protection law.
Security, retention, and data transfers
We implement reasonable technical and organizational measures to protect personal data from unauthorized access, disclosure, or alteration. This includes encrypted transport (HTTPS), access controls, and contractual safeguards for third-party processors. While we strive to protect data, no internet transmission is fully secure; when you submit information, you do so at your own risk. We retain personal information only for as long as necessary to fulfill the purposes set out in this policy, to comply with legal obligations, and to resolve disputes. Retention periods differ by category of data; for example, inquiry records and intake forms may be retained for a limited operational window to support follow-up, while contract and billing records are retained to meet regulatory and tax obligations. If transfers of data outside your jurisdiction are needed to deliver services, appropriate safeguards such as contractual clauses or other legal mechanisms are used to ensure an adequate level of protection.
Updates to this policy
We may update this Privacy Policy from time to time to reflect changes in practices, legal requirements, or service offerings. Material changes will be posted on this page with a clear effective date. For significant changes that affect how we process previously collected personal data, we will provide additional notice as required by law. Please check this page periodically for updates. The latest effective date is shown at the top of the policy. Continued use of our services after updates constitutes acceptance of the revised policy where applicable.
Contact Us
If you have questions, requests, or concerns about this Privacy Policy or our data practices, please contact us:
123 Market St, Suite 400
San Francisco, CA 94103
+1 (415) 555-0134 [email protected]
You may also use the contact form on our Contact page for privacy requests. For terms related to service use, see our Terms of Service.