Privacy Policy

01 Who We Are

ProsperityFi is a business consulting and operational efficiency agency based in Idaho, owned and operated by Kristina Gilbertson. We serve service-based business owners through private roundtable events, consulting engagements, and educational resources.

Website: https://prosperityfi.com
Contact: hello@prosperityfi.com

02 Information We Collect

We collect information you provide directly to us, as well as some information automatically when you visit our website.

Information you provide:

• Name, email address, phone number, and business name when you register for an event or contact us
• Business details such as industry, revenue range, team size, and years in business
• Information about your business challenges and goals you share in our RSVP forms or consultations
• Dietary preferences or other logistical information provided for events
• Communications you send us via email or contact forms

Information collected automatically:

• IP address and general location data
• Browser type, device type, and operating system
• Pages visited, time spent on pages, and referring URLs
• Cookie and tracking data (see Section 7)

03 How We Use Your Information

We use the information we collect to:

• Review and confirm your RSVP or event registration
• Communicate with you about events, your seat confirmation, and follow-up materials
• Personalize your event experience based on your stated challenges and goals
• Send event reminders, logistics information, and post-event summaries
• Improve our services, events, and website based on usage patterns
• Comply with legal obligations and enforce our Terms of Service
• Contact you about future events or services we believe may be relevant to you

We will always give you the ability to opt out of marketing communications.

04 How We Share Your Information

We do not sell your personal information. We may share your information only in the following limited circumstances:

• Service Providers: We may share information with trusted third-party vendors who assist us in operating our business (e.g., email platforms, CRM tools, event management software). These vendors are contractually obligated to protect your data and use it only for the services they provide to us.
• Event Co-Hosts or Sponsors: Where applicable and disclosed at the time of registration, basic contact information may be shared with confirmed event co-hosts or sponsors for event logistics purposes only.
• Legal Requirements: We may disclose information if required to do so by law or in response to valid legal process.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

05 Data Retention

We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including providing services, maintaining business records, and complying with legal obligations.

• Event registration data is retained for up to 3 years after the event date
• Client consulting records are retained for up to 7 years
• Marketing communications opt-out records are retained indefinitely

You may request deletion of your data at any time by contacting us at hello@prosperityfi.com.

06 Your Rights & Choices

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Request that we correct inaccurate or incomplete information
• Deletion: Request that we delete your personal information, subject to certain legal exceptions
• Opt-Out: Unsubscribe from marketing communications at any time via the unsubscribe link in any email or by contacting us directly
• Portability: Request a copy of your data in a portable format where technically feasible

To exercise any of these rights, contact us at hello@prosperityfi.com. We will respond within 30 days.

07 Cookies & Tracking

Our website may use cookies and similar tracking technologies to improve your experience and analyze site traffic. Cookies are small text files stored on your device.

• Essential Cookies: Required for the website to function properly
• Analytics Cookies: Help us understand how visitors use our site (e.g., Google Analytics)
• Marketing Cookies: Used to deliver relevant content and measure campaign effectiveness

You can control cookies through your browser settings. Note that disabling certain cookies may affect the functionality of our website.

08 Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encrypted data transmission, access controls, and secure data storage practices.

While we take data security seriously, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.

09 Children's Privacy

Our services are intended for business owners and professionals. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected information from a minor, we will take steps to delete it promptly.

10 Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

11 Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by updating the "Last Updated" date at the top of this page. Your continued use of our services following any changes constitutes your acceptance of the updated policy.

12 Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your data, please contact us: