PRIVACY POLICY

Privacy Policy

Last Updated: May 14, 2026

Introduction

ForgeNorth Advisory respects your privacy and is committed to protecting the information shared through this website and related communications.

This Privacy Policy explains what information may be collected, how it may be used, and the steps taken to help protect it. This policy applies to information collected through the ForgeNorth Advisory website, contact forms, scheduling requests, and related communications.

Information Collected

Information You Voluntarily Provide

Information may be collected when submitted through contact forms, scheduling requests, email communications, or other direct interactions, including:

  • Name
  • Company name
  • Email address
  • Phone number (if provided)
  • Areas of interest or requested services
  • Information submitted through inquiry forms or consultations

Please avoid submitting sensitive credentials, passwords, or highly confidential information through general website forms unless specifically requested through a secure process.

Automatically Collected Information

Certain technical and usage information may be collected automatically when visiting the website, including:

  • IP address
  • Browser type and device information
  • Operating system
  • Referring website information
  • Pages visited and interaction data
  • Session and diagnostic information

This information may be collected through cookies, analytics platforms, or website functionality tools.

How Information Is Used

Information collected may be used to:

  • Respond to inquiries and consultation requests
  • Provide requested services or information
  • Schedule meetings or follow-up communications
  • Improve website functionality and user experience
  • Maintain operational security and monitor for misuse
  • Support business operations and service delivery

Personal information is not sold to third parties.

Cookies and Analytics

This website uses optional analytics cookies to measure website performance and understand how visitors interact with the site.

ForgeNorth Advisory uses Microsoft Clarity to collect information such as pages visited, clicks, scrolling activity, device and browser information, and session interactions. This information is used to identify usability issues and improve the website experience.

Microsoft Clarity is loaded only after you consent to analytics cookies. You may decline analytics or change your selection at any time using the cookie-preferences button in the lower-left corner of the website.

Microsoft may process analytics information in accordance with the Microsoft Privacy Statement.

Third-Party Services

ForgeNorth Advisory may use third-party platforms and service providers to support website hosting, communications, scheduling, analytics, and business operations. These providers may process information in accordance with their own privacy policies.

Examples may include:

  • WordPress
  • Microsoft 365
  • Koalendar
  • Microsoft Clarity (website analytics and usage monitoring)

ForgeNorth Advisory is not responsible for the privacy practices of third-party services or external websites.

Data Security

Reasonable administrative, technical, and organizational safeguards are used to help protect information from unauthorized access, disclosure, misuse, or alteration.

While reasonable efforts are made to protect information, no method of electronic transmission or storage can be guaranteed to be completely secure.

Client Confidentiality

Client information, assessment findings, business details, and technical information shared during consulting or advisory engagements are treated as confidential and are not disclosed outside the scope of service delivery unless:

  • Required by law
  • Necessary to protect legal rights
  • Explicitly authorized by the client

Where appropriate, separate confidentiality or non-disclosure agreements may govern specific engagements.

Data Retention

Information is retained only as long as reasonably necessary for operational, legal, security, or business purposes.

Information that is no longer required may be securely deleted or destroyed.

Your Rights and Choices

You may request to:

  • Access information previously provided
  • Correct inaccurate information
  • Request deletion of information where appropriate
  • Opt out of future communications

Requests may be submitted using the contact information below.

External Links

This website may contain links to external websites or services not operated by ForgeNorth Advisory. External websites are governed by their own privacy policies and practices.

Policy Updates

This Privacy Policy may be updated periodically to reflect operational, legal, or service changes.

The “Last Updated” date at the top of this page reflects the most recent revision.

Contact

Questions regarding this Privacy Policy may be directed to:

ForgeNorth Advisory
info@forgenorthadvisory.com