Information we collect
When you submit a form on this site, we collect the details you provide, such as your name, email, phone number, company name, and any notes you share. We also record which page and campaign link brought you to the form.
How we use it
We use this information only to respond to your request, follow up about the conversation you asked for, and improve this site. We do not sell your personal information.
Who we share it with
Your request may be shared with Matt Hertig and, where you ask for advisory or implementation help, with Unity Financial Planning Group or Unity Enterprise Solutions. We also use service providers (such as email and messaging tools) to deliver and manage requests.
Your choices
You can ask us to update or delete the information you have shared at any time by contacting us through the Contact page.
Changes
We may update this policy from time to time. The latest version will always be posted on this page.
Last updated: September 2026. Draft pending review.