Last Updated: December 14, 2025

Solari LLC (“Solari,” “we,” “our,” or “us”) values privacy and is committed to protecting personal information collected through our website, booking platforms, and related professional services. This Privacy Policy governs data collection and use in connection with solariadvisory.com, Solari booking pages, and any related intake or communications.

This Privacy Policy forms part of, and is incorporated by reference into, Solari’s Terms and Conditions. By accessing the website, submitting information, or booking services, you acknowledge and agree to both this Privacy Policy and the Terms and Conditions.

1. Scope and Applicability

This Policy applies to:

• Website visitors

• Individuals booking or inquiring about Solari services

• Prospective and current clients

• Representatives acting on behalf of organizations

It does not apply to information collected offline outside the scope of Solari’s business operations.

2. Information We Collect

A. Information You Voluntarily Provide

We may collect:

• Name

• Email address

• Phone number

• Organization name, title, and industry

• Booking and intake questionnaire responses

• Communications submitted via forms, email, or scheduling tools

• Any other information you choose to disclose

You are responsible for ensuring that information submitted is accurate and appropriate for professional review.

B. Automatically Collected Information

We may automatically collect:

• IP address

• Device and browser type

• Operating system

• Usage and interaction data

• Referring URLs

• Date and time of access

This information is collected through cookies, analytics tools, and similar technologies.

3. Purpose and Legal Basis for Use

Solari processes personal information strictly for legitimate business purposes, including to:

• Deliver advisory, strategy, and consulting services

• Process bookings and manage professional engagements

• Conduct intake and diagnostic assessments

• Communicate regarding services, scheduling, and inquiries

• Maintain internal records and compliance

• Improve website performance and user experience

• Enforce contractual rights and Terms and Conditions

• Comply with legal and regulatory obligations

Solari does not engage in automated decision-making or profiling with legal or similarly significant effects.

4. Booking Pages and Intake Forms

Information submitted through booking pages, intake questionnaires, or scheduling platforms is collected for the specific purpose of service delivery.

By completing a booking or intake form, you acknowledge that:

• Submission constitutes affirmative acceptance of Solari’s Terms and Conditions and Privacy Policy

• Fees are non-refundable as stated in the Terms and Conditions

• Information provided may be relied upon for advisory analysis

No checkbox is required for acceptance; submission and payment constitute consent.

5. Cookies and Analytics

Solari uses cookies and analytics tools to:

• Operate and secure the website

• Understand usage patterns

• Improve content and performance

You may disable cookies through browser settings; however, functionality may be impaired.

Third-party analytics providers process data in accordance with their own privacy policies.

6. Disclosure of Information

Solari does not sell or share personal information for commercial purposes.

Information may be disclosed only:

• To trusted service providers (e.g., scheduling, hosting, analytics), under confidentiality obligations

• To comply with applicable law, court order, or legal process

• To protect Solari’s legal rights, enforce agreements, or prevent fraud

• In connection with a corporate transaction or restructuring

7. Data Retention

Personal information is retained only for as long as necessary to:

• Fulfill the purposes described in this Policy

• Satisfy contractual, legal, or regulatory obligations

Solari reserves the right to retain records as required to protect its legal and business interests.

8. Data Security

Solari implements reasonable administrative, technical, and organizational safeguards to protect personal information.

However, no system is fully secure. You acknowledge that information is provided at your own risk, consistent with the limitation of liability provisions in the Terms and Conditions.

9. California Privacy Rights (CCPA / CPRA)

California residents have the right to:

• Know what personal information is collected and used

• Request access to or deletion of personal information

• Request correction of inaccurate personal information

• Opt out of the sale or sharing of personal information (Solari does not sell or share data)

• Exercise rights without discrimination

Requests may be submitted to:
legal@solariadvisory.com

Identity verification may be required before processing requests.

10. Do Not Track

Solari does not currently respond to “Do Not Track” browser signals.

11. Third-Party Websites

The website may contain links to third-party sites. Solari is not responsible for the privacy practices, content, or security of external websites.

12. Children’s Privacy

Solari does not knowingly collect information from individuals under 18 years of age. Services are intended for adult professionals and organizations.

13. International Users

If you access the website from outside the United States, you acknowledge that information will be transferred to and processed in the United States, where privacy laws may differ.

14. Policy Updates

Solari may update this Privacy Policy at any time. Changes take effect upon posting. Continued use of the website or services constitutes acceptance of the updated Policy.

15. Contact Information

For privacy or data-related inquiries, contact:

Solari LLC
Email: legal@solariadvisory.com