Privacy Policy

Last updated: October 2026

Creators Financial, LLC ("Creators Financial", "we", "us") runs the website creatorsfinancial.com. This policy explains what information we collect through the website, how we use it, and the choices you have.

Information you give us

When you use a form on our website, we collect what you enter:

  • Request a report card: your name, email address and organization. To prepare the report card, we then ask you to send recent financial statements, usually a twelve-month profit and loss statement and balance sheet.
  • Send us a note: your name, email address, organization and message.
  • Book a call: your name, email address, phone number, the service you are interested in, any message you add, and any guests you invite.
  • Join our email list: your email address.

Information collected automatically

When you visit the website, we use Google Analytics, through Google Tag Manager, to understand how people use the site, for example which pages are visited, how long visits last, and how visitors found us. Google Analytics uses cookies and collects information such as your browser and device type, approximate location, and pages viewed. Our website host also sets a short-lived security cookie that helps protect the site from abuse. Our pages load their fonts from Google Fonts, so your browser connects to Google's servers when a page opens. Our contact forms and booking calendar are run by our contact management tool. When one of them loads, it records how you reached the page, such as the page address and the site that sent you, and saves an ID and visit details in your browser so it can connect your visits to a form you send. Our forms also use a spam check that may look at basic information about your browser and connection.

How we use your information

We use your information to:

  • reply to your messages and requests,
  • prepare and send a report card you ask for,
  • schedule and hold calls you book,
  • record and transcribe calls, with your permission, to keep accurate notes,
  • follow up with you about a report card you asked for, including about our services,
  • send our email newsletter, if you join the list or ask for a report card,
  • understand and improve how our website works.

We do not sell your personal information.

Who we share it with

We share information with service providers that help us run the website and our business, such as our website host, our form, scheduling and contact management tools, our email service, our video meeting tool, our call recording and transcription tool and Google Analytics. These providers handle the information on our behalf. We do not share it with anyone else, except when the law requires it or as part of a merger, acquisition or sale of assets.

Cookies and Google Analytics

You can block or delete cookies and other stored site data in your browser settings. To stop Google Analytics from using your visits, you can install the Google Analytics opt-out browser add-on: https://tools.google.com/dlpage/gaoptout. To learn how Google uses information from sites that use its services, see https://policies.google.com/technologies/partner-sites. Our website does not currently respond to Do Not Track browser signals. Companies whose tools we use, such as Google, may collect information about your online activities over time and across different websites when you use our website.

Emails from us

If you are on our email list, you can unsubscribe at any time with the link at the bottom of every email.

How long we keep information

We keep your information for as long as we need it for the purposes above, or as long as the law requires.

Security

We take reasonable steps to protect your information. No website or online service can be completely secure.

Children

Our website is meant for adults. We do not knowingly collect information from children under 13.

Your choices

You can ask us to see, correct or delete the personal information you have given us through the website. Email jim@creatorsfinancial.com and we will help.

Client financial information

This policy covers our website. Financial information we handle for clients is covered by our client agreements.

Changes to this policy

We may update this policy from time to time. The date at the top shows when it last changed.

Contact us

Creators Financial, LLC
18 Chapin St, Brattleboro, Vermont
83 Atlantic Ave., Boston, Massachusetts
jim@creatorsfinancial.com
617-669-2125