Privacy Policy

Effective date: August 8, 2026

Threshold Advisory, LLC (“Threshold Advisory,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, contact us, or schedule a conversation with us.

Information We Collect

Information you provide

We collect information that you voluntarily submit through our website contact form. This may include:

  • Your name

  • Email address

  • Company name

  • Company website

  • Information you include in your message

Please do not submit confidential, proprietary, financial-account, health, or other sensitive personal information through the website contact form.

Scheduling information

Our website links to a Google Calendar booking page for scheduling discovery calls. If you schedule a call, Google may collect information such as your name, email address, appointment details, and any other information requested on the booking page.

Information submitted through Google’s services is also subject to the Google Privacy Policy, available at https://policies.google.com/privacy.

Information collected automatically

Our website is hosted by Squarespace. When you visit the website, Squarespace may automatically collect information about your browser, device, network, and interaction with the website. This may include:

  • IP address

  • Browser and device information

  • Pages visited

  • Referring website or source

  • Date and time of access

  • General geographic information

  • Information collected through cookies and similar technologies

We use Squarespace’s built-in analytics to understand general website traffic and performance. We do not currently use Google Analytics, advertising pixels, or behavioral advertising tools.

For more information about Squarespace’s privacy practices, visit https://www.squarespace.com/privacy.

How We Use Information

We may use the information we collect to:

  • Respond to inquiries and communicate with you

  • Schedule and manage discovery calls

  • Evaluate whether Threshold Advisory may be a suitable partner for your business

  • Provide and improve our website and services

  • Understand general website usage and performance

  • Maintain the security and proper operation of the website

  • Comply with applicable legal obligations

  • Protect our rights, property, and legitimate business interests

Submitting an inquiry or scheduling a call does not create a client, advisory, fiduciary, or other professional relationship.

How We Share Information

We do not sell or rent personal information. We do not share personal information for targeted advertising.

We may disclose information to:

  • Squarespace, which hosts the website, processes contact-form submissions, and provides website analytics

  • Google, which provides the external appointment-booking and calendar services

  • Our email and technology service providers, as necessary to receive, store, secure, or respond to communications

  • Professional advisers or authorities when reasonably necessary to comply with law, protect legal rights, investigate misuse, or maintain security

  • A successor or other relevant party in connection with a merger, acquisition, financing, reorganization, sale of assets, or similar business transaction

Service providers may process information according to their own privacy policies and contractual obligations.

Cookies and Similar Technologies

Squarespace uses cookies and similar technologies to operate the website, maintain security, remember preferences, and provide website analytics.

Some cookies are necessary for the website to function. Other cookies may help us understand how visitors interact with the website. Where available, you can manage non-essential cookies through the website’s cookie banner. You can also adjust your browser settings to block or delete cookies, although doing so may affect website functionality.

More information about the cookies Squarespace uses is available at https://support.squarespace.com/hc/en-us/articles/360001264507-The-cookies-Squarespace-uses.

Data Retention

We retain personal information only for as long as reasonably necessary to respond to inquiries, manage potential or active business relationships, maintain business and legal records, resolve disputes, enforce agreements, and comply with applicable obligations.

Retention periods may vary depending on the nature of the information and the reason it was collected.

Data Security

We use reasonable administrative and technical measures intended to protect personal information. However, no website, electronic transmission, or storage system can be guaranteed to be completely secure.

Your Choices and Privacy Rights

Depending on where you live, you may have rights regarding your personal information, including the right to request access, correction, or deletion.

You may contact us to:

  • Ask what personal information we hold about you

  • Request that inaccurate information be corrected

  • Request deletion of personal information, subject to applicable legal and business-record obligations

  • Ask questions about our privacy practices

We may need to verify your identity before completing certain requests.

Third-Party Websites and Services

Our website may contain links to third-party websites and services, including Google’s appointment-booking service and LinkedIn. We do not control and are not responsible for the privacy, security, or content practices of those third parties. We encourage you to review their privacy policies before providing personal information.

Children’s Privacy

This website and our services are intended for businesses and adults. We do not knowingly collect personal information from children under 13. If you believe a child has submitted personal information through the website, please contact us so we can review and delete it as appropriate.

Changes to This Policy

We may update this Privacy Policy periodically to reflect changes to the website, our services, our technology providers, or applicable requirements. The effective date at the top of this page indicates when the policy was last updated.

Contact Us

For questions or requests relating to this Privacy Policy or your personal information, contact:

Threshold Advisory, LLC
Leawood, Kansas
alyssa@thresholdadvisory.co