Privacy Policy

Effective Date: August 25, 2026

Baseline Financial Solutions, LLC (“Baseline Financial Solutions,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.

This Privacy Policy explains what information we collect, how we use it, how we may share it, and the choices available to you.

By using our website, submitting information through our website, communicating with us, or using our services, you acknowledge the practices described in this Privacy Policy.

1. Information We Collect

We may collect personal information that you voluntarily provide to us, including:

Name
Email address
Telephone or mobile phone number
Mailing address
Information submitted through website forms
Information provided when scheduling an appointment or consultation
Information you provide during communications with us
Financial information you voluntarily provide in connection with financial counseling, coaching, budgeting, or related services
Payment and billing information
SMS/text messaging preferences and consent records
Other information you choose to provide

We may also automatically collect certain technical information when you visit our website, including:

IP address
Browser type
Device type
Operating system
Pages visited
Date and time of website visits
Referring website
Cookies and similar technologies

2. How We Use Your Information

We may use personal information we collect to:

Provide financial counseling, coaching, budgeting assistance, and related services
Respond to questions and inquiries
Schedule and manage appointments or consultations
Provide customer service
Communicate with clients and prospective clients
Send appointment reminders and follow-up communications
Send SMS/text messages when you have consented to receive them
Process payments
Maintain business and client records
Improve our website, services, and customer experience
Protect the security and integrity of our website and services
Comply with applicable legal and regulatory requirements
Send informational or promotional communications where permitted by law and with any required consent

3. How We Share Personal Information

Baseline Financial Solutions, LLC does not sell your personal information.

We may share certain personal information with trusted service providers that help us operate our business. These may include service providers for:

Website hosting
Payment processing
Appointment scheduling
Email communications
SMS/text messaging
Customer relationship management
Data storage
Website analytics
Information technology and security

These service providers may access personal information only as reasonably necessary to provide services on our behalf.

We may also disclose personal information when required by law, regulation, court order, legal process, or governmental request, or when reasonably necessary to protect our legal rights, property, safety, clients, or others.

4. Mobile Information and SMS Consent

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes.

No mobile opt-in information, SMS consent, or text-message consent will be shared with third parties or affiliates for marketing or promotional purposes.

We do not sell, rent, or otherwise provide SMS opt-in information or mobile telephone numbers to third parties for their own marketing or promotional use.

Information may be provided to service providers that assist us in delivering SMS/text messages solely for the purpose of providing those communications on our behalf.

5. SMS/Text Messaging Terms of Service

If you voluntarily provide your mobile telephone number and consent to receive SMS/text messages from Baseline Financial Solutions, LLC, you agree to the following SMS Terms of Service.

Types of Messages

Depending on the consent you provide and your relationship with us, SMS/text messages may include:

Responses to inquiries
Conversational messages
Customer service communications
Appointment scheduling communications
Appointment reminders
Consultation reminders
Client follow-up messages
Service-related notifications
Informational messages
Educational information
Promotional or marketing messages if you have specifically consented to receive such messages

Consent to receive SMS/text messages is not a condition of purchasing any goods or services.

Message Frequency

Message frequency may vary depending on your interactions with Baseline Financial Solutions, LLC and the services you receive.

Message and Data Rates

Message and data rates may apply depending on your wireless carrier and mobile service plan.

Opting Out

You may opt out of receiving SMS/text messages at any time by replying STOP to a message from us.

After you send STOP, you may receive a confirmation message acknowledging your opt-out. We will discontinue SMS messages covered by your opt-out unless you later provide consent to receive messages again.

Help

For assistance regarding SMS/text messaging, reply HELP to a message from us or contact Baseline Financial Solutions, LLC using the contact information provided below.

Carrier Disclaimer

Wireless carriers are not liable for delayed or undelivered messages.

SMS Privacy

Your mobile telephone number, mobile opt-in information, and SMS/text-message consent will not be sold, rented, or shared with third parties or affiliates for their marketing or promotional purposes.

6. SMS Consent

Baseline Financial Solutions, LLC will only send SMS/text messages in accordance with applicable consent requirements.

Where required, we obtain express consent before sending SMS messages.

If SMS messages are promotional or marketing in nature, we will obtain the level of consent required by applicable laws, regulations, and messaging-industry requirements.

We may maintain records documenting SMS consent, including the date, time, method, and scope of the consent provided.

You may withdraw your SMS consent at any time by replying STOP.

7. Payment Information

Payments may be processed by third-party payment processors.

Baseline Financial Solutions, LLC may not directly store complete credit card or debit card information. Information you provide directly to a payment processor may be governed by that provider’s privacy policy and security practices.

8. Cookies and Website Analytics

Our website may use cookies and similar technologies to:

Operate website functionality
Remember visitor preferences
Understand website usage
Improve website performance
Analyze visitor traffic
Maintain security

Most web browsers allow you to control or disable cookies. Disabling certain cookies may affect website functionality.

9. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect personal information from unauthorized access, use, loss, alteration, or disclosure.

However, no method of transmitting or storing information electronically can be guaranteed to be completely secure.

10. Data Retention

We may retain personal information for as long as reasonably necessary to:

Provide our services
Maintain appropriate business and client records
Comply with legal, tax, accounting, or regulatory requirements
Resolve disputes
Enforce agreements
Protect our legitimate business interests

11. Your Choices

You may contact us to request that we update or correct certain personal information we maintain about you.

You may unsubscribe from promotional email communications by following the unsubscribe instructions included in those communications.

You may opt out of SMS/text communications by replying STOP to a text message from us.

Opting out of marketing communications does not necessarily prevent us from sending communications reasonably necessary to administer an existing client relationship, appointment, transaction, or service when permitted by law.

12. Children’s Privacy

Our website and services are not directed toward children under the age of 18.

We do not knowingly collect personal information from children under age 18. If we learn that we have collected personal information from a child under age 18 without appropriate authorization, we will take reasonable steps to delete that information.

13. Third-Party Websites and Services

Our website may contain links to third-party websites or services.

Baseline Financial Solutions, LLC is not responsible for the privacy practices, security, content, or policies of third-party websites or services.

We encourage you to review the privacy policies of third parties before providing personal information to them.

14. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business practices, services, technologies, or legal requirements.

When we update this policy, we may revise the Effective Date shown at the top of this page.

We encourage you to review this Privacy Policy periodically.

15. Contact Us

If you have questions about this Privacy Policy, our privacy practices, or our SMS/text messaging program, please contact:

Baseline Financial Solutions, LLC
13 2nd Ave SE STE 7
Aberdeen, SD 57401

Phone: (605) 252-5972

Email: contact@baselinefs.com

Website: www.baselinefs.com