Privacy Policy

Overview

Veridian Strategic Planning Group (“Veridian,” “we,” “our,” or “us”) is a public benefit corporation headquartered at 9595 Six Pines Dr., The Woodlands, TX 77380. We are committed to protecting the privacy of visitors to our website and individuals who contact us or subscribe to our communications. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit veridianstrategicplanning.com (the “Site”).

By using the Site, you agree to the practices described in this policy. If you do not agree, please discontinue use of the Site.

Information We Collect

We collect information in two ways: information you provide directly to us, and information collected automatically.

Information You Provide

• Contact form submissions: When you complete a contact or inquiry form on our Site, we collect your name, email address, phone number, and the content of your message.
• Email subscription sign-ups: When you subscribe to our newsletter or insights emails, we collect your name and email address.
• Scheduling requests: If you book a consultation through a scheduling tool, we collect your name, contact information, and any information you provide in connection with scheduling.

Information Collected Automatically

• Usage data: We may automatically collect information about your device, browser type, pages visited, time spent on pages, and referring URLs.
• Cookies and tracking technologies: We use cookies and similar technologies to improve site functionality, remember preferences, and analyze usage. See the Cookies section below.

How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide requested services or information.
• Send newsletters, tax-strategy insights, and other communications you have opted into.
• Schedule and manage consultations.
• Improve the Site’s content, functionality, and user experience.
• Comply with applicable legal obligations.
• Protect against fraud or unauthorized activity.

We Do Not Sell Your Data

Veridian does not sell, rent, or trade your personal information to third parties for their marketing purposes. We share your information only as described in this policy.

Third-Party Service Providers

We engage trusted service providers who process data on our behalf to operate the Site and our business. These providers are contractually required to protect your information and use it only for the purposes we specify. Categories of providers include:

• Web hosting and infrastructure: Cloud hosting providers that store and serve Site content.
• Email delivery: Transactional and marketing email platforms used to send responses and newsletters.
• Scheduling software: Online booking tools used to coordinate consultations.
• CRM and client management: Software that helps us manage client relationships and communications.
• Analytics: Services that help us understand how visitors use the Site.

We do not disclose your personal information to unaffiliated third parties except as necessary to operate the Site, fulfill your requests, or comply with legal requirements.

Cookies

Cookies are small text files stored on your device. We use:

• Strictly necessary cookies: Required for the Site to function correctly (e.g., remembering your cookie consent preference).
• Analytics cookies: Help us understand which pages are visited and how visitors navigate the Site. This data is aggregated and anonymized.

You may disable cookies in your browser settings, though some Site features may not function as intended. A cookie consent banner is displayed upon your first visit.

Data Retention

We retain personal information for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law. Contact form submissions and inquiry records are retained for a period sufficient to manage the underlying relationship. Email subscribers’ information is retained until they unsubscribe. You may request deletion of your data at any time by contacting us (see below).

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you.
• Correction: Request correction of inaccurate or incomplete data.
• Deletion: Request that we delete your personal information, subject to legal obligations.
• Opt-out of marketing: Unsubscribe from our emails at any time by clicking the unsubscribe link in any email or contacting us directly.

To exercise any of these rights, contact us at james@veridianstrategicplanning.com.

Children’s Privacy

The Site is not directed at children under 13 years of age, and we do not knowingly collect personal information from children. If you believe a child has provided us personal information, please contact us and we will promptly delete it.

Security

We implement reasonable technical and organizational measures designed to protect your personal information from unauthorized access, disclosure, or destruction. No transmission over the internet or electronic storage system is 100% secure; we cannot guarantee absolute security.

Changes to This Policy

We may update this Privacy Policy from time to time. When we do, we will revise the effective date at the top of the page. We encourage you to review this policy periodically. Continued use of the Site after changes are posted constitutes acceptance of the updated policy.

Contact Us

If you have questions or concerns about this Privacy Policy, please contact: