Effective Date: [January, 2026]
Kibbel Financial Planning, LLC (“Kibbel Financial Planning,” “we,” “us,” or “our”) is committed to protecting your privacy and safeguarding the personal information you provide to us. This Privacy Policy explains what information we collect through this website, how we use it, and the choices you may have.
1) Information We Collect
We may collect information you voluntarily provide to us through this website, including through contact forms, scheduling links, email sign-ups, and other submissions. This may include, without limitation, your name, email address, phone number, and any information you choose to include in your message.
We may also automatically collect certain information when you visit our website, such as your device type, browser type, IP address, approximate location, pages visited, referring/exit pages, and the date/time of your visit. This information is typically collected through cookies and similar technologies and is used to help operate, maintain, and improve the website.
2) How We Use Information
We may use the information we collect to:
- Respond to inquiries and requests
- Provide requested information about our services
- Communicate with you (including follow-ups you request)
- Improve website content, functionality, and user experience
- Maintain security, prevent fraud, and troubleshoot issues
- Comply with legal and regulatory obligations
We do not sell your personal information.
3) Cookies, Analytics, and Tracking Technologies
We may use cookies and similar technologies to operate the website and to understand how visitors use it. These technologies may be provided by third-party analytics and advertising partners (for example, website analytics tools and social media pixels). These tools may collect information about your interactions with our website over time and across different websites or online services.
You can control cookies through your browser settings. If you disable cookies, some parts of the website may not function properly.
4) Information Sharing
We may share information with third-party service providers who help us operate our website and business (for example, website hosting, scheduling, analytics, communications, and IT support). These providers are engaged to perform services on our behalf and may access information as needed to provide those services, subject to confidentiality obligations.
We may also share information if required to do so by law, regulation, subpoena, court order, or other legal process, or if we believe disclosure is necessary to protect our rights, comply with legal obligations, or prevent fraud or security issues.
We do not share personal information with unaffiliated third parties for their own marketing purposes.
5) Third-Party Platforms and Tools (Including RightCapital)
We may make available access to third-party platforms or tools (including, without limitation, RightCapital) for informational and organizational purposes. If you choose to use these tools, information you submit may be processed by the third party in accordance with its privacy policy and terms of use.
Kibbel Financial Planning and Shorebreak Capital do not control and are not responsible for the privacy, security, availability, or data practices of third-party platforms. We encourage you to review the applicable third-party privacy policies and terms before submitting information.
Use of any third-party tool—whether offered at no cost or otherwise—does not create an investment adviser-client relationship and does not obligate Kibbel Financial Planning or Shorebreak Capital to review inputs, monitor accounts, or provide ongoing advice unless and until an adviser-client relationship is established in writing.
6) Data Security
We take reasonable administrative, technical, and physical measures designed to protect the personal information we collect and maintain. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
7) Electronic Communications
If you communicate with us via email, text message, website forms, or social media, you acknowledge that electronic communications may be subject to interception, loss, or unauthorized access. Please do not transmit sensitive personal information (such as Social Security numbers, account numbers, or passwords) through unsecured channels.
8) Children’s Privacy
This website is not directed to individuals under the age of 18, and we do not knowingly collect personal information from children.
9) Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be reflected by an updated Effective Date on this page. Your continued use of the website after changes are posted constitutes your acceptance of the revised policy.
10) Contact Us
If you have questions about this Privacy Policy or how we handle personal information, please contact us using the contact information provided on this website.
