Last Updated: January 2026

Birdie Financial, LLC (“Birdie Financial,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services.

By accessing or using our website, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect personal information that you voluntarily provide to us, including but not limited to:

• Name

• Email address

• Phone number

• Business name

• Financial or operational information shared during consultations

• Information submitted through contact forms, scheduling tools, or downloads

We may also automatically collect certain information when you visit our website, such as:

• IP address

• Browser type

• Device information

• Pages visited and time spent on our site

• Referral source

This information is collected through cookies and similar tracking technologies.

How We Use Your Information

We use the information we collect to:

• Respond to inquiries and communicate with you

• Schedule and deliver consulting services

• Provide financial insights, reports, or educational materials

• Improve our website, services, and client experience

• Send occasional emails related to our services, insights, or updates

• Comply with legal or regulatory obligations

We do not sell, rent, or trade your personal information.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance user experience and analyze site performance. You can choose to disable cookies through your browser settings, though this may affect site functionality.

Sharing of Information

We may share your information only in the following limited circumstances:

• With trusted service providers (e.g., scheduling, email, analytics platforms) who assist us in operating our business

• When required by law, regulation, or legal process

• To protect the rights, property, or safety of Birdie Financial or others

All third-party service providers are expected to maintain the confidentiality of your information.

Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. While no method of transmission over the internet is 100% secure, we strive to use commercially acceptable means to protect your data.

Financial Information Disclaimer

Birdie Financial provides financial consulting and advisory services. Any financial information shared with us is treated as confidential and used solely for the purpose of delivering services. We do not share client financial data without explicit consent, except as required by law.

Your Rights and Choices

You may:

• Request access to the personal information we have about you

• Request corrections or updates to your information

• Request deletion of your personal data, subject to legal and contractual obligations

• Opt out of marketing or informational emails at any time

To exercise these rights, contact us using the information below.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage you to review their privacy policies separately.

Children’s Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be reflected on this page with an updated effective date. Continued use of our website after changes are posted constitutes acceptance of those changes.

Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

Birdie Financial, LLC
Omaha, Nebraska
Email: joe@birdiefinancial.com
Website: www.birdiefinancial.com