Privacy Policy
Effective Date:Â 07/01/2026
‍Website: www.keelfdl.com
‍Contact: connect@keelfdl.com
At KEEL Financial Decision Leadership (“KEEL,” “we,” “our,” or “us”), we are committed to protecting your privacy and handling your information responsibly.This Privacy Policy explains what information we collect, how we use and protect it, when it may be shared, and the choices available to you. It applies whenever you visit our website, submit an inquiry, schedule a consultation, engage our services, or otherwise communicate with us.We collect only the information reasonably necessary to respond to your inquiries, provide our services, improve your experience, and comply with applicable legal and business obligations. We do not sell your personal information.By using this website or providing information to KEEL, you acknowledge that you have read and understood this Privacy Policy.
1. Collection of Information
KEEL may collect information that you voluntarily provide when you interact with our website, submit an inquiry, schedule a consultation, engage our services, or otherwise communicate with us.
- This information may include:
- Name
- Email address
- Phone number
- Business or company name
- Inquiry details
- Appointment or booking information
- Financial or business information you choose to share
- Documents and information submitted during an engagement
- IP address
- Browser type and version
- Device type
- Operating system
- Pages visited and time spent on the website
- Referring website or source
- Approximate geographic location
- Cookie and analytics data
2. Sensitive Information
Please do not submit highly sensitive information through website forms unless specifically requested.This includes:If sensitive documentation is needed for an engagement, KEEL will provide appropriate instructions for sharing it more securely.
- Social Security numbers
- full bank account numbers
- credit card numbers
- passwords
- tax identification numbers
- private legal documents
Please do not submit confidential financial documents through general website contact forms unless specifically requested by KEEL.
3. How We Use Information
We may use your information to:
- respond to inquiries
- schedule consultations or sessions
- evaluate whether KEEL is the right fit for your needs
- provide financial clarity, analysis, and decision-support services
- prepare proposals, agreements, invoices, reports, or recommendations
- communicate about your engagement
- improve website functionality
- maintain business records
- comply with legal or administrative obligations
4. Client Information and Financial Documents
If you become a client, KEEL may request and review financial, operational, or business documents, including bank statements, contracts, debt information, income records, business records, and related materials.
This information is used only for the purpose of providing the agreed services, including financial review, strategic analysis, projections, structuring, recommendations, and decision-support.
5. How We Share Information
KEEL does not sell your personal information.
‍We may share information only when necessary, including:
- with your consent
- with service providers who support our business operations
- with payment processors, booking tools, email platforms, or website systems. Payment information is processed directly by our payment service providers and is not stored by KEEL.
- with legal, accounting, or professional advisors
- when required by law, court order, or legal process
- to protect KEEL’s rights, safety, or business interests
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Third-party tools may have their own privacy policies.
6. Cookies and Analytics
Our website may use cookies, analytics, pixels, or similar technologies to understand website traffic and improve user experience.
These tools may collect information about how visitors interact with the website. Websites commonly use tracking technologies for preferences, analytics, and similar functions.
You can adjust your browser settings to block or delete cookies.
7. Data Security
KEEL takes reasonable steps to protect personal and client information from unauthorized access, misuse, loss, or disclosure.
However, no website, email system, or digital storage method is completely secure. You acknowledge that information submitted online carries inherent risk.
The FTC has taken enforcement action where companies misled users about safeguarding information, so privacy and security statements should be accurate and realistic.
8. AI-Assisted Processing
To improve efficiency in delivering our services, KEEL may use secure technology tools, including artificial intelligence (“AI”), to assist with organizing information, summarizing documents, or supporting internal analysis.
Where reasonably practicable, personally identifiable information is removed or anonymized before being processed by such tools.
AI-assisted processing supports our work but does not replace professional judgment. All analyses, recommendations, and client communications are reviewed by KEEL before being shared with clients.
9. Data Retention
KEEL retains information for as long as reasonably necessary to provide services, comply with legal obligations, resolve disputes, enforce agreements, or maintain appropriate business records to:
- respond to inquiries
- provide services
- maintain business records
- comply with legal, tax, accounting, or administrative obligations
- resolve disputes
- enforce agreements
When information is no longer needed, KEEL may delete, archive, or securely dispose of it.
10. Your Rights and Choices
Depending on your location and applicable law, you may have certain rights regarding your personal information, including the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate or incomplete information
- Request deletion of your personal information, where applicable
- Opt out of receiving non-essential communications from KEEL
- Request information about how your personal information is processed
We will consider and respond to requests in accordance with applicable privacy laws.
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To exercise any of these rights or to submit a privacy-related request, please contact us at: Email: connect@keelfdl.com
11. Email Communications
If you submit your email address, KEEL may use it to respond to your inquiry, send scheduling information, provide engagement updates, or communicate about services.
You may request to stop receiving non-essential communications at any time.
12. Third-Party Websites
Our website may contain links to third-party websites or platforms.
KEEL is not responsible for the privacy practices, security, or content of third-party websites.
13. Children’s Privacy
KEEL’s services are intended for adults, business owners, and professionals.
We do not knowingly collect personal information from children under 13.
14. International Visitors
If you access the website from outside the United States, you understand that your information may be processed in the United States, where privacy laws may differ from those in your location.
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15. Updates to This Policy
KEEL may update this Privacy Policy from time to time.
The updated version will be posted on this website with a revised effective date.
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16. Contact
For privacy questions or requests, contact:
KEEL Financial Decision Leadership
Email: connect@keelfdl.com
Website: www.keelfdl.com
KEEL respects your privacy and does not sell personal information. Information submitted through this website is used to respond to inquiries, provide services, and support client engagements
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