How website inquiries and information are handled.

Information you provide

If you contact Daniels BudgetWorks Advisory by phone or email, we may receive the contact information and message content you choose to provide. Do not send confidential financial records, personal identifiers, account credentials, or sensitive employee data through ordinary email unless secure transfer arrangements have been made.

How information may be used

Information may be used to respond to your inquiry, evaluate a potential engagement, provide requested services, maintain business records, and meet legal or contractual obligations.

Website data

The published website may use hosting and security services that process standard technical information such as IP address, device or browser information, timestamps, and requested pages. This site does not intentionally use advertising trackers or sell personal information.

Third-party links

Links that open phone, email, or other third-party services are governed by those providers’ practices. Daniels BudgetWorks Advisory is not responsible for external websites.

Retention and requests

Business communications may be retained as reasonably necessary for operational, contractual, legal, and recordkeeping purposes. Questions about information submitted through this website may be sent to connect@danielsbudgetworks.com.

Updates

This notice may be revised as the website and business practices develop. The effective date will be updated when material changes are published.