PRIVACY STATEMENT

Thank you for your interest in Practical Counsel Advisors LLC (the “Company,” “we,” “us,” or “our”). We understand that your privacy is important to you and want you to be comfortable and confident sharing information with us. This Privacy Statement (the “Statement”) is designed to help you understand how we collect, use, and disclose information you provide to us. It can also assist you in making informed decisions when using our website, including our blog (collectively, “Site”) and the Company’s services (“Services”). 

By accessing this Site or the Services, you accept the terms of this Statement and our Terms of Service. You also consent to our collection, storage, use, and disclosure of your Personal Information as described in this Statement. You should review this Statement and our Terms of Service each time you visit this Site, as we may update it from time to time without notice to you. If you have questions regarding this Statement or our Site practices, please contact us.

To the extent you provide us with Personal Information about others, you are responsible for providing this Statement to them.

INFORMATION WE COLLECT

We may collect your non-personal and Personal Information when you:

  • interact with us online, including through this Site, or through mobile applications, our social media pages, and through communications via email or video conferencing platforms,

  • sign up to receive information from us,

  • subscribe to our mailing list,

  • enter our promotions,

  • buy our products or Services,

  • visit our offices, or

  • participate in our meetings or events.

Personal Information we may collect includes:

  • personal identifiers such as your name, email address, billing address, telephone number, account number, IP address, governmental ID, and similar identifiers used for tax or billing purposes, 

  • your signature,

  • contact details about individuals whom you refer to us for services

  • commercial and financial information, such as payment and banking information

  • Internet or other electronic activity information, such as information regarding your interaction with our Site and social media posts

  • professional information (e.g., job title, information about your employer, and other work-related details)

  • education information

  • your marketing preferences and details about engagement with our marketing communications

  • audio, electronic, and visual information, such as photographs, video, and voice recordings of conversations with you, as permitted by law

  • general location data when you authorize our access to your device’s location

  • any additional information you choose to share with us during your interactions

Giving us this information is completely voluntary on your part. By providing your personal data to us, interacting with us through our Site or any of the communications channels described above, or using our Services, you expressly consent and agree that we may:

  • collect, use, share, deliver, and process your Personal Information in accordance with this Statement, and

  • contact you and send you emails, including email newsletters and updates.

IF YOU DO NOT CONSENT AND AGREE WITH THE TERMS OF THIS STATEMENT, YOU CANNOT, AND WE DO NOT AUTHORIZE YOU TO, ACCESS, BROWSE, OR USE this Site or our Services.

Some Company emails may come through a vendor retained to assist us in sending out marketing or promotional materials to the people on our email list. You specifically authorize use of your email address for this purpose by providing your contact information.

For California residents, this Statement serves as our notice at collection as required by the California Consumer Privacy Act, as amended by the California Privacy Rights Act, to the extent applicable to the Company. As applicable, we will provide notice for any additional collection of Personal Information.

Children’s Privacy: In order to respect the privacy of minors, we do not knowingly collect, maintain or process Personal Information submitted online via our Site by anyone under the age of 16. To the extent the Company collects Personal Information on minors in the context of one of the purposes mentioned in the Statement, we will only do so with the appropriate consent or as otherwise permitted under applicable laws. If you believe we have collected such information, please contact us.

HOW WE USE AND SHARE INFORMATION

Except as otherwise stated in this Statement, we do not sell, rent, lease or share your Personal Information with third parties without your consent. We do however share Personal Information with vendors who are performing services for the Company, such as the servers for our email communications who are provided access to user’s email address for purposes of sending emails from us. Those vendors use your Personal Information only at our direction and in accordance with this Statement. 

In general, the Personal Information you provide to us is used to help us communicate with you. For example, we may use your Personal Information to respond to your questions, solicit your feedback, provide technical support, and inform you about promotional offers. We may share Personal Information with other parties:

  • to manage the Company’s contacts, the Site, or our social media pages,

  • to operate our IT systems and secure our systems,

  • as we work with our vendors and suppliers,

  • to host events,

  • for billing, payment, processing, and security or background checks,

  • for benchmarking, marketing, analytics, and reporting,

  • where we believe it necessary to provide a service which you have requested,

  • for provision, operation, and improvement of our Services and business,

  • as required or permitted by law to comply with a subpoena or similar legal process or government request, or when we believe in good faith that disclosure is legally required or otherwise necessary to protect our rights and property or the rights, property or safety of others, including to law enforcement agencies, and judicial and regulatory authorities,

  • to enforce applicable Terms of Service, including investigation of potential violations, or

  • to help detect and protect against fraud or data security vulnerabilities, 

  • in the event of an actual or contemplated sale, merger, reorganization of our entity or other restructuring, or

  • as otherwise authorized or directed by you.

We may also use other, non-Personal Information we collect to help improve our Services, customize the user experience, and to track trends and analyze patterns. We reserve the right to use and disclose such non-Personal Information to our partners, advertisers and other third parties at our discretion.

HOW WE PROTECT INFORMATION

We maintain reasonable and appropriate security measures, including physical, electronic and procedural safeguards intended to maintain the confidentiality of Personal Information and protect Personal Information we maintain from loss, misuse, unauthorized access, or destruction. Please note that we cannot guarantee that our safeguards will always work, as no security measures are perfect or impenetrable, and we cannot guarantee “perfect security.” We recommend that you do not use unsecure channels to communicate sensitive or confidential information to us. Any information you transmit to us through any means is sent at your own risk.

COOKIES 

This Site is built on Squarespace and may use “cookies” consistent with the Squarespace Cookie Policy. If the use of cookies is a concern to you, we recommend that you periodically check the Squarespace Cookie Policy to see if there has been any change.

Other websites that you access through our Site may collect personally identifiable information about you. We are not responsible for the privacy practices of any third party and this Statement does not cover the use of cookies and other tracking tools by any third parties. Please refer to the policy statements on those websites. Please be aware that some third-party cookies could continue to track your activities online even after you have left this Site. 

RETENTION OF INFORMATION

We retain Personal Information we collect for as long as we have an ongoing business relationship with you or need your Personal Information to achieve the purposes for which it was originally collected, for the purposes described in this Statement and our applicable policies, for another legitimate business purpose, or for purposes of legal claims. In deciding how long to retain information, we consider the following criteria:

  • how long the Personal Information is needed to provide the Services and operate the Company’s business,

  • the type of Personal Information collected, and

  • whether we are subject to a legal, contractual or similar obligation to retain the Personal Information (e.g., mandatory data retention laws, court orders, government orders to preserve data relevant to an investigation, or data that must be retained for the purposes of litigation or disputes).

YOUR RIGHTS REGARDING THE USE OF YOUR PERSONAL INFORMATION

You have the right at any time to prevent us from contacting you for marketing purposes. When we send a promotional communication to a user, you may opt-out, including by clicking on the unsubscribe link in electronic marketing communications.

Updated May 22, 2026