Privacy & your information

When you submit the contact form, Providence Planning receives your name, email, optional phone number and message through Zoho CRM. With JavaScript enabled, your selected planning interest and this page’s campaign parameters are included to help us understand your request. We use this information to respond and manage the inquiry. The form does not enroll you in marketing emails.

Please provide only general planning information. We arrange appropriate secure channels for sensitive client documents.

Optional analytics

If you allow analytics, this site loads Google Analytics (property G-VQ2RDCPE0L) and Zoho SalesIQ visitor tracking, which can process cookies or identifiers, device and browser information, IP-related location and browsing activity. Zoho form analytics may also load on the contact page. Select “Essential only” to keep those optional scripts off. Your preference is stored in your browser’s local storage.

You can change your choice using “Cookie preferences” in the footer. Withdrawing permission reloads the page without optional scripts; previously collected provider data is not automatically erased. You can also clear cookies in your browser.

External services

Appointments are handled by Zoho Bookings. The ITS video loads from Integrated Trust Systems only when you choose to load it; that provider then receives the information needed to serve its media. Links to Gulf Coast Law, Providence Capital, Providence Tax Partner, ITS, Google and government websites lead to services governed by their own privacy terms.

Hosting, access & retention

HostGator hosts the site and may maintain ordinary server and security logs. Inquiry information is available to authorized personnel and service providers supporting our response and records. We retain information as needed for inquiries, service, recordkeeping and applicable obligations. We do not promise that ordinary email is a secure document-delivery method.

Contact & requests

For privacy questions, corrections or deletion requests, contact mike@providence-planning.com or write to P.O. Box 953, Maple Valley, WA 98038. We will review requests subject to applicable recordkeeping requirements.

Zoho privacy policy · Google privacy policy · ITS privacy policy