Privacy Policy
Effective date: [INSERT PUBLICATION DATE]
Who operates this website
This website is operated by Grace Otieno, doing business as Kutana Wealth ("Kutana Wealth," "we," "us"). Kutana Wealth is currently a trade name, not a limited liability company.
Information we collect
When you contact us, complete a questionnaire, book a consultation, or communicate with us, we may collect your name, email, telephone number, retirement timeframe, financial priorities, appointment details, messages, and information you voluntarily provide. We may also collect device, browser, IP address, referral source, and website interaction information through cookies or analytics technologies, if enabled.
How we use information
We use information to respond to inquiries, provide requested educational information and consultations, schedule appointments, maintain business records, improve our website and services, understand campaign performance, and send communications you have requested or separately consented to receive.
Financial and sensitive information
Please do not submit Social Security numbers, financial account credentials, medical records, or other highly sensitive information through general website forms. If sensitive information is necessary for an insurance application or another service, we will direct you to an appropriate secure process.
Service providers and sharing
We may use vendors such as GoHighLevel for contact management, forms, calendars, communications, and automation; website hosting and analytics providers; and communications services. Such providers may process information to perform services for us. We may share information where necessary to fulfill a requested service, with your direction, or as required by law. We do not represent that information is never shared or sold for purposes covered by applicable privacy laws; our actual practices and vendor arrangements must be verified before publication.
Social media and advertising
If you reach us through Instagram, Facebook, TikTok, or an advertisement, those platforms may separately process information under their own privacy policies. Where tracking pixels or advertising technologies are enabled, we may receive campaign or interaction data. Applicable opt-out choices will be provided where required.
SMS - opt in details
We may send responses and appointment-related communications in connection with your requests. Promotional email or text communications are subject to applicable consent and opt-out requirements. Consent to marketing texts is not a condition of purchasing services. You can opt out of promotional texts by replying STOP where supported, or follow the unsubscribe instructions in marketing emails. Message and data rates may apply.
Cookies and tracking practice
We may use cookies and similar technologies to operate the website and measure performance. Cookie types, providers, and any required consent or opt-out mechanisms must reflect the tools actually enabled on this website.
Data security
We retain information for as long as reasonably necessary for the purposes described here, applicable legal obligations, and legitimate recordkeeping. We use reasonable safeguards, but no electronic transmission or storage method is completely secure. Specific retention periods and security practices should be confirmed before publication.
User rights
You may contact us to request access, correction, or deletion of personal information, subject to applicable law and recordkeeping obligations. Residents of certain states may have additional privacy rights, depending on the nature and scale of our processing.
Children
This website and its consultation funnels are intended for adults and are not directed to children under 13. We do not knowingly solicit personal information from children under 13 through these forms.
Updates and contact
We may revise this policy from time to time and post the updated version here. For privacy inquiries, contact us using the verified contact information below.
Mobile info sharing statement
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing to subcontractors in support services, such as customer service is permitted. All other use case categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Contact information
Business: Kutana Wealth (DBA of Grace Otieno)
Website: kutanawealth.com
Email: [email protected]
Location: Dallas, Texas