1. Introduction

Enliven Accords ("Company," "we," "us," or "our") is committed to protecting the privacy and confidentiality of our Clients and website visitors. This Privacy Policy describes how we collect, use, store, and protect personal information in connection with our consulting services and any digital presence we maintain.

By engaging our services or providing us with personal information, you acknowledge and agree to the practices described in this Privacy Policy.

2. Information We Collect

2.1 Information You Provide Directly

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

•       Contact information (name, mailing address, email address, telephone and mobile numbers)

•       Family and household information relevant to succession planning

•       Business and financial information necessary to perform our services

•       Information shared during consulting sessions, intake forms, or assessments

•       Payment and billing information

2.2 Information Collected Automatically

If you visit our website or interact with us digitally, we may automatically collect certain technical information, including IP address, browser type, and pages visited. This information is used solely to improve our digital communications and is not linked to personally identifiable information.

2.3 Information from Third Parties

We may receive information about you from other family members or stakeholders participating in a joint engagement, or from professional advisors (attorneys, accountants, financial planners) acting on your behalf with your authorization.

3. How We Use Your Information

We use the personal information we collect for the following purposes:

•       To provide, manage, and improve our consulting and facilitation services

•       To communicate with you about your engagement, including appointment reminders and scheduling updates

•       To send SMS text messages with appointment and meeting reminders (with your consent)

•       To process payments and maintain billing records

•       To fulfill our legal and contractual obligations

•       To improve our services, methodologies, and client experience

•       To comply with applicable law, regulation, or legal process

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

4. SMS Messaging

With your consent, Enliven Accords may send you SMS text messages for the following purposes:

•       Appointment and meeting reminders

•       Follow-up scheduling notifications

By providing your mobile phone number and consenting to SMS communications, you agree to receive these messages. Message and data rates may apply. Message frequency will vary based on your engagement schedule. You may opt out at any time by replying STOP to any message from us. For help, reply HELP or contact us at the email address above. Opting out of SMS will not affect your ability to receive services.

We do not share your mobile number or SMS consent with third parties for marketing purposes.

5. Disclosure of Your Information

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

•       Service Providers: With trusted third-party contractors or co-facilitators who assist us in providing services to you, subject to confidentiality obligations no less protective than those in this Policy.

•       Legal Compliance: When required by applicable law, regulation, subpoena, or court order.

•       Protection of Rights: To protect the rights, property, or safety of Enliven Accords, our clients, or the public.

•       Business Transfers: In connection with a merger, acquisition, or sale of substantially all of the Company's assets, subject to appropriate confidentiality protections.

•       With Your Consent: For any other purpose with your explicit written consent.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Policy, including to comply with legal, accounting, and reporting obligations, or as required by applicable law. When information is no longer necessary, we will securely delete or anonymize it.

Engagement records are typically retained for a minimum of seven (7) years following the conclusion of an engagement, in accordance with applicable professional and legal standards.

7. Data Security

We implement reasonable and appropriate administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:

•       Secure storage of electronic and physical records

•       Restricted access to personal information on a need-to-know basis

•       Use of encrypted communications where appropriate

While we strive to protect your information, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security and encourage you to take steps to protect your own information as well.

8. Your Rights and Choices

You have the following rights with respect to your personal information, subject to applicable law:

•       Access: You may request access to the personal information we hold about you.

•       Correction: You may request that we correct inaccurate or incomplete information.

•       Deletion: You may request deletion of your personal information, subject to our legal retention obligations.

•       Opt-Out of SMS: You may opt out of SMS communications at any time by replying STOP to any message or contacting us at the email below.

•       Data Portability: Where applicable, you may request a copy of your personal information in a portable format.

To exercise any of these rights, please contact us at the information provided below. We will respond to your request within thirty (30) days.

9. Colorado Privacy Rights

If you are a Colorado resident, you may have additional rights under the Colorado Privacy Act (CPA), including the right to opt out of the processing of your personal data for purposes of targeted advertising or the sale of personal data. To submit a privacy request under the CPA, please contact us at the email address below. We do not sell personal data or use it for targeted advertising.

10. Children's Privacy

Our services are designed for adults. We do not knowingly collect personal information from individuals under the age of 18 without verifiable parental consent. If you believe a minor has provided us with personal information, please contact us promptly so we may take appropriate action.

11. Third-Party Links

Any website or digital communication maintained by the Company may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party sites you visit.

12. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy from time to time. When we make material changes, we will notify active Clients by email or written notice. The revised Policy will be effective as of the updated effective date shown above. Your continued engagement with us following notice of changes constitutes your acceptance of the updated Policy.

13. Contact Us

If you have any questions, concerns, or requests related to this Privacy Policy or our data practices, please contact us at:

Enliven Accords LLC

3200 E. Cherry Creek South Drive

Suite 200

Denver, CO 80209

Email: [email protected]

We take privacy inquiries seriously and will respond promptly.