Legal

Privacy Policy

Your information is used to respond to you — nothing more.

Information you submit through the contact form or the Next Chapter Assessment (name, email, phone, and the answers you choose to share) is stored securely and used solely to respond to your inquiry and prepare your planning materials.

Your information is never sold. It is shared with third parties only when you ask for a referral to a specialist, or where required by law.

Basic analytics may be collected to understand which pages are helpful. You can request deletion of your information at any time through the contact page.

This page is a placeholder prepared for review by Karen Farrell and her legal counsel before publication. Nothing on this website is legal, tax, or financial advice.