Haven Advisory LLC ("Haven," "we," "us," or "our") respects your privacy. This Privacy Policy explains what information we collect, how we use it, and the choices you have. By using our website or engaging our services, you agree to this policy.
Who we are
Haven provides personal financial clarity consulting to high-earning business owners through structured one-on-one sessions. We are based in West Chicago, Illinois.
Information we collect
We collect information you provide to us directly, including:
- Contact details such as your name and email address when you apply or reach out.
- Your mobile phone number, when you choose to provide it after connecting with us by email.
- Financial and business information you share during your engagement so that we can prepare your financial picture and provide our services.
- Payment and billing information processed through our payment provider.
We may also collect limited technical information automatically when you visit our website, such as your browser type and pages viewed, through standard analytics tools.
How we use your information
We use your information to:
- Provide, prepare, and coordinate our consulting services.
- Schedule, confirm, and remind you of appointments.
- Communicate with you about your engagement, including by email and, with your consent, by text message.
- Process payments and maintain billing records.
- Improve our website and services.
- Comply with legal and regulatory obligations.
SMS & mobile information
If you provide your mobile number and consent to receive text messages, we use it to send appointment reminders, scheduling confirmations, and two-way support related to your engagement. We obtain your consent after connecting with you by email; we do not collect phone numbers through a public web form for the purpose of sending automated messages.
No mobile information or consent will be shared with third parties or affiliates for marketing or promotional purposes.
Mobile opt-in data is used solely to deliver the messages you have agreed to receive. You can opt out of text messages at any time by replying STOP, and you can reply HELP for assistance. Message and data rates may apply. Questions can be sent to [email protected].
How we share information
We do not sell your personal information. We share information only with service providers who help us operate our business — such as our scheduling, payment, email, and messaging platforms — and only to the extent needed to provide our services. These providers are bound by their own privacy and security obligations. We may also disclose information when required by law or to protect our legal rights.
As stated above, we do not share mobile opt-in information or consent with third parties or affiliates for their marketing purposes.
Data security
We use reasonable administrative, technical, and physical safeguards to protect your information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.
Data retention
We retain your information for as long as needed to provide our services, comply with our legal obligations, resolve disputes, and enforce our agreements. You may request that we delete information we are not required to keep.
Your choices
You can unsubscribe from marketing emails using the link in any email, and you can opt out of text messages by replying STOP. You may request access to, correction of, or deletion of your personal information by contacting us at the address below.
Children's privacy
Our services are intended for adults 18 and older. We do not knowingly collect personal information from anyone under 18.
Changes to this policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with the "Last updated" date revised.
Contact
If you have questions about this Privacy Policy or your information, contact us at:
130 Ingalton Ave
West Chicago, IL 60185
[email protected]