Last Updated Date : 17 Oct 2025

Welcome to Next Chapter Lifestyle Advisors (“we”, “us”, “our”).
We are committed to protecting your privacy and ensuring your personal information is handled with care and respect.
This Privacy Policy explains how we collect, use, store, and safeguard your information when you visit our website — nextchapterlifestyleadvisors.com

1. Who We Are

At Next Chapter Lifestyle Advisors, we guide individuals, couples, and professionals through the personal side of major life transitions — including selling a business, retiring, or redefining purpose after a long-held career.
We provide tools, frameworks, and coaching to help you move forward with clarity, confidence, and fulfillment, aligning your next chapter with your values and goals.

2. Information We Collect

We collect only the information needed to deliver meaningful services and improve your experience with us.
a. Information You Voluntarily Provide

You may share personal information when you:

  • Fill out a contact form or book a consultation
  • Subscribe to our newsletter or updates
  • Download resources, guides, or participate in events
  • Communicate with us by email or phone

This may include:

  • Name
  • Email address
  • Phone number
  • Company or professional details (if applicable)
  • Any additional information you choose to provide

b. Information Collected Automatically

When you visit our website, we may automatically collect:

  • IP address and browser type
  • Pages visited, time spent, and general site behavior
  • Device type and operating system
  • Cookies and analytics data

This helps us understand how visitors engage with our site so we can make improvements.

3. How We Use Your Information

We use your personal information to:

  • Respond to your inquiries or consultation requests
  • Provide coaching, programs, and resources tailored to your needs
  • Share updates, newsletters, and educational content (only if you opt in)
  • Improve our website’s content, functionality, and user experience
  • Maintain client relationships and deliver ongoing support
  • Fulfill any legal, accounting, or administrative obligations

We never sell or rent your personal data to any third party.

4. Cookies and Tracking Technologies

Our website may use cookies or similar technologies (like Google Analytics) to:

  • Track visitor activity and performance
  • Remember your preferences
  • Measure engagement and improve functionality

You can disable cookies through your browser settings, though some features may not work as intended.

5. How We Share Information

We value your trust and share your data only when necessary:

  • Legal compliance: We may disclose information if required by law or to protect our rights, safety, or property.
  • Professional collaboration: In some cases, we may work with financial advisors or exit planning professionals. Personal information is shared only with your consent and solely to enhance your experience.
  • Data storage: We do not store any personally identifiable information online.

6. Data Security

We implement reasonable technical and organizational safeguards to protect your data from unauthorized access, alteration, or misuse.
While no system is 100% secure, we continually review our security practices to ensure your information is safe.

7. Your Rights and Choices

Depending on your location, you may have rights to:

  • Access or request a copy of your personal information
  • Correct or update your data
  • Withdraw consent for marketing communications
  • Request deletion of your personal data
  • Object to certain types of data processing

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

You may also unsubscribe from marketing emails at any time by clicking the “unsubscribe” link or emailing us directly.

8. Data Retention

We retain your personal information only as long as needed to:

  • Provide our services and maintain client relationships
  • Meet legal or accounting obligations
  • Improve future offerings

When no longer required, your information is securely deleted or anonymized.

9. Third-Party Links

Our website may contain links to third-party sites (e.g., advisor resources, partner tools, or social media).
We are not responsible for their privacy practices or content.
We encourage you to read the privacy policies of any external websites you visit.

10. Children’s Privacy

Our services are intended for adults and professionals navigating life transitions.
We do not knowingly collect or store personal information from children under 16.
If we become aware that we’ve inadvertently collected data from a minor, we will promptly delete it.

11. International Visitors

If you access our website from outside the country where our servers are located, your information may be transferred internationally.
We take steps to ensure such transfers comply with applicable data protection laws and maintain adequate safeguards.

12. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws.
The latest version will always be posted on this page with the revised “Last Updated” date.
We encourage you to review it regularly to stay informed about how we protect your privacy.

13. Contact Us

If you have any questions, requests, or concerns about this Privacy Policy or your personal information, please contact:

Email: Susan@NextChapterLifestyleAdvisors.com