Last updated: September 24, 2026
When you book a consultation through the scheduling widget on this site, our scheduling provider, Calendly, collects the name, email address, and time selection you provide. We do not collect payment or financial account information through this website.
We use this information solely to confirm and prepare for your consultation and, if you engage us, to begin the client onboarding process. We do not sell, rent, or share your information with third parties for marketing purposes.
Information shared with us after you become a client — including tax and financial records — is governed by the engagement agreement you sign with CAC Financial Consulting, not by this website privacy policy, and is handled in accordance with applicable IRS and professional confidentiality standards.
You may request that we delete any scheduling information associated with you by emailing info@cacpartnersinc.com.
Questions about this policy: info@cacpartnersinc.com · (862) 227-3641
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