Privacy Policy

Financial Pathway LLC ("we," "us") is a bookkeeping, tax, and advisory firm based in Los Gatos, California. If you have any questions about this policy, email us at hello@fpwteam.com.

When you reach out through our website, chat, or a Facebook or Instagram lead form, we collect the details you give us: your name, email address, phone number, business type, and anything you include in your message.

We use your information to respond to your inquiry, schedule consultations, and provide the services you ask for. We do not sell your personal information.

We work with a small number of companies that help us run the business, including our CRM, scheduling tools, website hosting, advertising platforms such as Google and Meta, and our accounting delivery partners. They only receive the information they need to do their part, and only for that purpose.

Our website uses cookies and tags from advertising and analytics providers (such as Google) to measure how our ads perform, for example whether someone who clicked an ad later contacted us. You can block or clear cookies in your browser settings at any time.

We keep your information only as long as we need it to serve you, run our business, and meet legal obligations. We use reasonable technical and organizational safeguards to protect it, though no system is completely risk-free.

You can ask to see the information we have about you, correct it, or have it deleted. Just email hello@fpwteam.com and we'll take care of it.

If you live in California, the California Consumer Privacy Act (CCPA) gives you the right to know what personal information we collect and how we use it, to request deletion or correction, to opt out of any sale or sharing of your information, and to not be treated differently for using these rights. We do not sell personal information. To make a request, email hello@fpwteam.com.

If we update this policy, we'll post the new version here and change the date at the top.