Mortimer Consulting, LLC

Privacy Policy
 Effective Date: 2025-09-17

Mortimer Consulting, LLC (“Company,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, share, and protect your information when you interact with our websites, funnels, services, products, and advertising campaigns. This Policy applies to all of our coaching services, including business coaching and personal finance coaching.

1. Information We Collect

We may collect the following information when you use our services:

• Personal Identification Information: Name, email address, phone number, billing details, and other contact information you voluntarily provide when booking sessions, purchasing services, or signing up for resources.
  
• Business Information: For business coaching clients, we may request details about your company, revenue, goals, and KPIs to deliver personalized coaching.
  
• Financial Information: For personal finance coaching clients, we may request budget details, debts, or financial goals.
  
• Non-Personal Information: Browser type, device type, IP address, and usage data.
  
• Event Data: Actions you take on our website or funnels, such as page visits, form completions, or purchases.
  

2. How We Use Your Information

We may use your information to:

• Provide and improve coaching services
  
• Process orders and payments
  
• Respond to questions and support requests
  
• Send updates, newsletters, and promotional offers (with opt-out available)
  
• Track progress toward your coaching goals
  
• Improve our website, funnels, and advertising
  

3. Cookies and Tracking Technologies

Our sites and funnels use cookies and similar technologies to:

• Recognize returning visitors
  
• Track usage for analytics and performance
  
• Support advertising (including through the Facebook/Meta Pixel)
  

You can adjust your browser settings to refuse cookies, but some site functions may not work properly without them.

4. Use of Facebook Business Tools

We use Meta (Facebook/Instagram) Business Tools such as the Facebook Pixel. These tools may collect or receive information from our websites and funnels to:

• Measure the effectiveness of our advertising
  
• Build custom and lookalike audiences
  
• Deliver more relevant ads
  
• Improve site performance and security
  

Data shared may include:

• Event Data (page views, sign-ups, purchases)
  
• Hashed Contact Data (emails/phone numbers securely hashed before transmission)
  

We do not share sensitive data (health, banking details, or children’s data) with Meta.

5. Your Choices and Opt-Out Options

You may control how your data is used for advertising:

• Opt out of targeted advertising at www.aboutads.info/choices (US)
  
• Opt out at www.youronlinechoices.eu (EU)
  
• Adjust ad preferences directly in your Facebook/Instagram settings
  

You may also unsubscribe from our emails at any time by clicking the “unsubscribe” link or contacting us.

6. How We Protect Your Information

We adopt industry-standard security measures to protect your personal and business information from unauthorized access, alteration, disclosure, or destruction.

7. Sharing Your Information

We do not sell or rent your personal information. We may share aggregated, non-identifiable data with trusted partners for analytics or advertising purposes.

We may also share data with third-party service providers (such as payment processors or analytics platforms) solely to operate our business.

8. Third-Party Websites

Our site may contain links to external websites. We are not responsible for the privacy practices of those third parties.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted with a new effective date. Continued use of our services means you accept the revised policy.

10. Contact Information

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

Mortimer Consulting, LLC
 1819 Sardis Rd N, Suite 350
Charlotte, NC 28270
info@mortimerconsultingllc.com