PRIVACY POLICY
Effective Date: September 19, 2026
THE CODE LLC (“THE CODE,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains how we collect, use, disclose, and protect information obtained through thecodestrategy.com and through related inquiry, scheduling, payment, communication, and client-service systems.
INFORMATION WE COLLECT
Information You Provide
We may collect information you voluntarily provide, including your name, email address, telephone number, inquiry responses, scheduling information, communications, agreement information, and information necessary to evaluate or provide advisory services.
Please do not submit Social Security numbers, financial-account credentials, medical records, or other highly sensitive information through a general website or inquiry form.
Website and Device Information
When you visit the website, Squarespace and related technologies may automatically collect information such as your IP address, browser type, device information, pages visited, referring website, and the date and time of your visit.
Payment Information
Payments may be processed by third-party payment providers. THE CODE does not receive or store complete payment-card numbers. Payment providers process that information under their own privacy policies and security practices.
HOW WE USE INFORMATION
We may use information to:
• Respond to inquiries
• Evaluate whether THE CODE may be an appropriate fit
• Communicate with prospective and current clients
• Prepare and administer agreements
• Process payments and scheduling
• Provide and document advisory services
• Maintain business, legal, and financial records
• Operate, secure, and improve the website
• Prevent fraud, misuse, or security incidents
• Comply with legal obligations and enforce our agreements
COOKIES AND WEBSITE ANALYTICS
The website may use necessary cookies that support basic website functions and nonessential cookies that help us understand website traffic and performance.
You may manage nonessential cookies through the website’s cookie banner or through your browser settings. Disabling some cookies may affect how portions of the website function.
HOW INFORMATION MAY BE SHARED
THE CODE does not sell personal information.
We may disclose information to service providers that support our operations, including Squarespace for website hosting, Dubsado for client administration, Microsoft 365 for communications and records, and payment providers used to process transactions.
These providers process information according to their own terms, privacy policies, and security practices.
We may also disclose information when reasonably necessary to comply with law, respond to lawful legal process, protect our rights or safety, investigate fraud or misuse, or complete a business transfer involving THE CODE.
DATA RETENTION
We retain information only as long as reasonably necessary for the purpose for which it was collected and to satisfy applicable legal, contractual, accounting, and operational requirements.
Adult client records are generally retained for seven years after the engagement ends. Different retention periods may apply when required by law or when information must be preserved for a dispute, investigation, or legal claim.
DATA SECURITY
THE CODE uses reasonable administrative, technical, and physical safeguards designed to protect personal information. These safeguards include controlled access, identity verification, secure business systems, multifactor authentication where available, and limits on unnecessary duplication.
No website, electronic transmission, or storage system can be guaranteed to be completely secure.
YOUR CHOICES
You may request access to, correction of, or deletion of personal information maintained by THE CODE. Certain information may be retained when required by law, necessary to complete a transaction, needed to maintain appropriate business records, or relevant to an existing or potential legal matter.
You may also manage cookies through the website’s cookie controls and unsubscribe from nonessential marketing communications by using the instructions included in those communications.
MINORS
The website is not directed to children under 13, and THE CODE does not knowingly collect personal information from children under 13 through the website.
Advisory services for a minor may be provided only under THE CODE’s applicable guardian-consent and engagement requirements.
THIRD-PARTY LINKS
The website may contain links to third-party websites or services. THE CODE is not responsible for the privacy, security, or content practices of those third parties.
CHANGES TO THIS POLICY
We may update this Privacy Policy when our services, systems, or legal obligations change. The updated policy will be posted on this page with a revised effective date.
CONTACT
Questions or privacy-related requests may be directed to:
THE CODE LLC
info@thecodestrategy.com