Privacy
Privacy Policy
This page is maintained by Sondey Advisory Group to explain how we handle information shared with us. It is a plain-language summary of our practices, not legal advice.
Information We Collect
We collect only the information you choose to provide: your name, contact details, and whatever you tell us about your family's situation through an inquiry, a phone call, or the client onboarding process.
This website does not require an account and does not store inquiry form submissions. The inquiry form opens your own email application so your message is sent directly to us.
How We Use Information
Information is used solely to respond to your inquiry, provide advisory services, and coordinate with professionals you have asked us to work with.
We do not sell, rent, or trade client information, and we do not share it for marketing purposes.
Confidentiality
All conversations with Sondey Advisory Group are confidential and held with discretion. We do not publish client names, testimonials, or identifying details.
Information is shared with attorneys, therapists, treatment providers, employers, or other third parties only at your explicit direction, or where disclosure is required by law.
Data Retention and Security
Client information is kept in access-limited systems and retained only as long as needed to serve your family or to meet legitimate business and legal requirements.
No method of transmission or storage is completely secure; we ask that you avoid sending sensitive clinical or financial details in a first email.
Cookies and Analytics
This website uses only what is necessary to deliver pages. We do not use advertising trackers or sell website visitor data.
Third-Party Services
Client onboarding, scheduling, and payment take place in our separate secure Client Gateway. Information you submit there is governed by that portal and by this policy.
Your Choices
You may ask us at any time what information we hold about you, request corrections, or ask that we delete information we are not required to retain. Email allan@sondeyadvisory.com to make a request.
Changes to This Policy
We may update this policy as our services evolve. The revision date below reflects the most recent update.
Questions about this policy? Email allan@sondeyadvisory.com.