1. Who We Are

WiseCFO Solutions is a fractional CFO and financial advisory services firm founded by Warren R. Wise, MBA, CMA, CTP. We are headquartered in Carmel, Indiana and serve owner-led businesses across the United States.

This Privacy Policy describes how WiseCFO Solutions (“we,” “us,” or “our”) collects, uses, and protects information from visitors to wisecfosolutions.com and individuals who contact us or engage our services.

Questions about this policy may be directed to Warren R. Wise at warren@wisecfosolutions.com.

2. Information We Collect

Information you provide directly

When you complete a contact form, book a discovery call, or communicate with us directly, you may provide:

• Your name and business name
• Your email address and phone number
• Your role or title
• Your approximate annual revenue or company size
• A description of your business situation or reason for contacting us

Information collected automatically

When you visit wisecfosolutions.com, we or our service providers may collect limited technical information, such as:

• Browser type and version
• Pages visited and approximate time spent on pages
• Referring URL, if applicable
• General geographic location, such as country or region
• Device type, such as desktop, mobile, or tablet

3. How We Use Your Information

WiseCFO Solutions uses the information you provide to:

• Respond to your inquiry – review your submission and follow up with a practical next step
• Assess fit – evaluate whether WiseCFO Solutions may be able to address your financial leadership needs
• Schedule discovery calls – coordinate introductory calls through Calendly or direct communication
• Conduct client engagements – if you become a client, use contact information for ongoing communication within the scope of the engagement
• Improve our services – use aggregate, non-identifiable information to understand what content is most useful to visitors

We do not use personal information submitted through this website for automated decision-making, profiling, or targeted advertising.

4. Third-Party Services

WiseCFO Solutions uses third-party services that may receive or process information you provide or information generated by your visit.

HubSpot

Contact forms on this site are powered by HubSpot. When you submit a contact form, your information is transmitted to and stored in HubSpot CRM. HubSpot may use cookies or similar technologies when you interact with embedded forms. HubSpot’s privacy practices are governed by HubSpot’s Privacy Policy.

Calendly

Discovery calls may be scheduled through Calendly. When you book a call, Calendly may collect your name, email address, scheduling preferences, and information you choose to provide. Calendly’s privacy practices are governed by Calendly’s Privacy Policy.

Plausible Analytics

This site uses Plausible Analytics for website traffic measurement. Plausible is designed to provide aggregate analytics without using cookies or identifying individual visitors. See Plausible’s Privacy Policy.

Website hosting and WordPress

This website is hosted through a website hosting provider and built on WordPress. Standard server logs, which may include IP addresses, may be retained for security, performance, and operational purposes under the hosting provider’s terms and policies.

LinkedIn

This site links to Warren R. Wise’s LinkedIn profile. If you visit LinkedIn through a link from this site, LinkedIn’s privacy policy applies to any data LinkedIn collects.

5. Data Retention

Information submitted through contact forms is retained for as long as reasonably necessary to respond to your inquiry, maintain business records, and support legitimate business purposes.

If you become a client of WiseCFO Solutions, contact and engagement information may be retained for the duration of the engagement and for a reasonable period thereafter for legal, accounting, and business record-keeping purposes.

You may request deletion of your information by contacting Warren R. Wise at warren@wisecfosolutions.com. WiseCFO Solutions will review and respond to privacy requests as required by applicable law and as promptly as reasonably practical.

6. Your Rights

Depending on your location and applicable law, you may have rights regarding your personal information, including:

• Access – request a copy of personal information WiseCFO Solutions holds about you
• Correction – request that inaccurate information be corrected
• Deletion – request that personal information be deleted, subject to legal and business record-keeping requirements
• Opt out of communications – unsubscribe from non-transactional communications if any are sent

To exercise any of these rights, contact Warren R. Wise directly:

WiseCFO Solutions does not discriminate against individuals for exercising privacy rights available under applicable law.

7. Cookies and Tracking

wisecfosolutions.com uses Plausible Analytics for aggregate analytics. Plausible is designed to operate without analytics cookies.

Third-party tools embedded on or linked from this site, including HubSpot and Calendly, may set their own cookies or similar technologies when you interact with them. You can manage cookie preferences through your browser settings.

To learn more, review HubSpot’s privacy policy and Calendly’s privacy policy.

8. Children’s Privacy

WiseCFO Solutions does not knowingly collect personal information from individuals under the age of 18. This website is intended for business owners, executives, finance professionals, and professional advisors. If you believe a minor has submitted information through this site, please contact us at warren@wisecfosolutions.com.

9. Changes to This Policy

WiseCFO Solutions may update this Privacy Policy from time to time to reflect changes in our practices, third-party services, or applicable requirements. When updates are made, the “Last updated” date at the top of this page will be revised.

We encourage you to review this policy periodically.

10. Contact Us

Questions, concerns, or requests related to this Privacy Policy should be directed to:

This Privacy Policy is governed by the laws of the State of Indiana, subject to any non-waivable privacy rights or requirements that may apply based on your location.