Privacy Policy

Effective Date: April 12, 2026

Fortify Advisory (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the information you provide through our website and services.

This Privacy Policy explains how we collect, use, and safeguard your information.

1. Information We Collect

We may collect the following types of information:

Personal Information

  • Name

  • Email address

  • Phone number

  • Business or organization name

  • Information submitted through forms, scheduling platforms, or consultations

Usage Data

  • IP address

  • Browser type

  • Pages visited

  • Time spent on the website

Consultation & Case Information

  • Business, operational, compliance, or case-related information

  • Information submitted through intake forms, consultations, or document uploads

2. How We Use Your Information

We use your information to:

  • Schedule and conduct consultations

  • Provide consulting and advisory services

  • Perform medical record analysis and case support

  • Respond to inquiries and client requests

  • Improve our website and service offerings

  • Communicate regarding services, updates, and follow-ups

3. Confidentiality & Professional Boundaries

We understand that clients may share sensitive business or case-related information.

  • All information is handled with discretion and professionalism

  • Submission of information does not establish:

    • An attorney-client relationship

    • A provider-patient relationship

Clients should avoid submitting highly sensitive or regulated information unless directed through a secure method.

4. Protected Health Information (PHI)

Fortify Advisory does not collect, store, or process protected health information (PHI) through this website.

  • Do not submit PHI through website forms or scheduling tools

  • If medical records are required, secure submission instructions will be provided separately

5. File Uploads & Document Handling

If you provide documents (including medical records):

  • Files are used solely for consulting and case analysis purposes

  • You are responsible for ensuring documents are appropriate to share

  • Fortify Advisory does not guarantee encrypted transmission via standard web forms

6. Sharing of Information

We do not sell or rent your personal information.

We may share information only with:

  • Trusted third-party service providers necessary to operate our business

  • Legal or regulatory authorities if required by law

7. Third-Party Services

We use third-party platforms to operate our services, including:

  • Calendly (scheduling)

  • Stripe (payments)

  • Squarespace (website hosting)

These services operate independently and have their own privacy policies.
We are not responsible for their practices.

8. Data Security

We implement reasonable administrative and technical safeguards to protect your information.

However:

  • No method of transmission over the internet is completely secure

  • You submit information at your own discretion

9. Your Rights

You may:

  • Request access to your data

  • Request correction or deletion

  • Opt out of communications

To make a request, contact:
- hello@fortifyadvisory.com

10. Cookies

We may use cookies or similar technologies to:

  • Improve website functionality

  • Analyze usage and performance

You can adjust your browser settings to disable cookies.

11. Data Retention

We retain information only as long as necessary to:

  • Provide services

  • Fulfill business or legal obligation

12. Updates to This Policy

We may update this Privacy Policy periodically.
Updates will be posted with a revised effective date.

13. Contact Information

Fortify Advisory
📧 hello@fortifyadvisory.com