Legal

Privacy Policy

How Strategy West College Planning collects, uses, and protects your personal information.

Last updated: April 2, 2026

This Privacy Policy applies to ACFSWF LLC, doing business as Strategy West College Planning ("Strategy West," "we," "us," or "our"). By using our website or services, you agree to the practices described in this policy. If you have questions, contact us at info@swfcollegeplanning.com.

1. Information We Collect

Information You Provide Directly

When you interact with our website or services, you may provide us with personal information including:

  • Your name and contact information (email address, phone number)
  • Information about your student, including grade level and academic background
  • Details about your family's college planning goals and financial situation
  • Payment information processed through our payment provider (Stripe)
  • Communications you send to us via email or consultation requests

Information Collected Automatically

When you visit our website, we may automatically collect certain technical information, including:

  • IP address and general geographic location
  • Browser type and operating system
  • Pages visited, time spent on pages, and referring URLs
  • Device identifiers and usage data

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide our college planning advisory services and fulfill purchased packages
  • To schedule and conduct consultations via our scheduling platform (HubSpot)
  • To process payments securely through our payment processor (Stripe)
  • To send service-related communications, including appointment confirmations and follow-ups
  • To send marketing and educational emails about our services, webinars, and resources (you may opt out at any time)
  • To improve our website, services, and client experience
  • To comply with applicable legal obligations

3. Third-Party Services

We work with the following third-party platforms to deliver our services. Each has its own privacy practices:

HubSpot

We use HubSpot for consultation scheduling and marketing email communications. When you schedule a consultation or submit your contact information, that data is stored and managed within HubSpot. You can learn more at HubSpot's Privacy Policy.

Stripe

We use Stripe to process payments for our service packages. Stripe collects and processes your payment card information directly. We do not store your full payment card details on our systems. You can learn more at Stripe's Privacy Policy.

4. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

  • Service providers: With trusted vendors (HubSpot, Stripe) who assist us in operating our business, under appropriate confidentiality agreements
  • Legal requirements: When required by law, court order, or governmental authority
  • Protection of rights: When necessary to protect the rights, safety, or property of Strategy West, our clients, or the public
  • Business transfers: In connection with a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction

5. Data Retention

We retain your personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. When your information is no longer needed, we will securely delete or anonymize it.

6. Your Choices and Rights

You have the following rights with respect to your personal information:

  • Access and correction: You may request access to or correction of the personal information we hold about you
  • Deletion: You may request that we delete your personal information, subject to certain legal exceptions
  • Marketing opt-out: You may unsubscribe from our marketing emails at any time by clicking the unsubscribe link in any email or by contacting us directly
  • Data portability: Where applicable, you may request a copy of your personal information in a commonly used format

To exercise any of these rights, please contact us at info@swfcollegeplanning.com.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to improve your browsing experience and understand how visitors interact with our site. You can control cookie settings through your browser preferences. Note that disabling certain cookies may affect the functionality of our website.

8. Children's Privacy

Our website and services are directed at parents and guardians of college-bound students, not at minors. We do not knowingly collect personal information directly from individuals under the age of 13. If you believe we have inadvertently collected such information, please contact us immediately so we can delete it.

9. Security

We take reasonable administrative, technical, and physical measures to protect your personal information from unauthorized access, disclosure, alteration, and destruction. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

10. Governing Law

This Privacy Policy is governed by and construed in accordance with the laws of the State of Utah. Any disputes arising under this policy shall be subject to the exclusive jurisdiction of the courts located in Salt Lake City, Utah.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last updated" date at the top of this page. We encourage you to review this policy periodically.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: