Privacy Policy

This site is operated by Joel Adam Smith, an independent advisor working with owner led businesses. If you have any question about this policy, email hello@joeladamsmith.com.

• Information you give us. Your name, email address and the answers you submit in the Decision Handoff questionnaire.
• Payment information. Payments are handled by our payment processor. We receive confirmation of the transaction and basic billing details, never your full card number.
• Basic usage data. Standard technical information such as browser type, device and pages viewed, used to keep the site working.

• To write and deliver the memo you purchased.
• To provide support and process refunds.
• To send you occasional emails about related work, if you opt in.

We do not sell your information, and we do not share it for advertising.

We use a small number of service providers to run this business, including a payment processor, an email provider and website hosting. They only process your information on our instructions. We may also disclose information where the law requires it.

Questionnaire answers and memo records are kept for as long as needed to deliver and support your purchase, and to meet accounting obligations. You can ask us to delete your information at any time.

You can ask for a copy of the information we hold about you, ask us to correct it, or ask us to delete it. Email us and we will respond within a reasonable time. You can unsubscribe from emails at any time using the link in any email.

This site uses only the cookies needed to make it function. If we add analytics in future, this page will be updated first.

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