Privacy Policy

At BluKestrel Financial Planning, your trust is at the center of everything we do. Protecting your privacy isn’t just a requirement—it’s a core part of how we work with you. Whether we connect online, over the phone, or in person, we handle your information with care and transparency.

This policy explains what we collect, how we use it, and the steps we take to safeguard it.

INFORMATION WE COLLECT
To serve you effectively, we may collect personal information such as:

• Contact details (name, address, phone number, email)

• Identification information (such as Social Security number)

• Financial account details (brokerage account numbers, transactions, balances)

We gather this information from:

• Forms and applications you complete

• Conversations or correspondence with you or your authorized representatives (such as your attorney or accountant)

• Your account activity and transactions

HOW WE USE AND SHARE YOUR INFORMATION
We never sell your personal information. We share it only when necessary to:

• Complete transactions or deliver services you’ve authorized (such as with broker-dealers, custodians, or independent managers)

• Meet regulatory, licensing, or audit requirements

• Work with our attorneys, accountants, or auditors

• Comply with laws or regulations

• We may also share information with trusted third-party service providers who help us serve you, including administrative or marketing partners. These parties are prohibited from using your information for any other purpose.

If you decide to end your relationship with us or become an inactive client, we will continue to protect your information under this policy.

HOW WE PROTECT YOUR INFORMATION
We take safeguarding your information seriously. Our physical, electronic, and procedural protections meet or exceed federal and state standards to keep your data secure.

CHANGES TO THIS POLICY
If we make a material change to our privacy practices, we’ll notify you before the change takes effect.

MONTHLY INSIGHTS SUBSCRIPTION
By signing up for the Monthly Insights Subscription from BluKestrel Financial Planning, you acknowledge that we collect your name, email address, and phone number to respond to your inquiries and provide you with updates about our services in accordance with this Privacy Policy.

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