Privacy Policy

Overview

Modern Financial Intelligence ("MFI," "we," or "us") respects your privacy. This policy explains what information we collect through www.modernfinancialintel.com, how we use it, and the choices you have.

Information we collect

When you submit the diagnostic request form, we may collect:

• Full name and business name
• Email address and phone number (if provided)
• Annual revenue range and description of your financial challenge

We do not intentionally collect sensitive categories of personal information through this website.

How we use your information

We use submitted information to:

• Respond to your diagnostic request and follow up about MFI services
• Evaluate whether MFI is a fit for your business
• Communicate with you about scheduling and next steps

We do not sell your personal information.

How information is transmitted

Form submissions are delivered by email to MFI team members through a third-party form delivery service (FormSubmit). That provider processes data only to route your message to us. Do not submit confidential financial records through the website form.

Retention

We retain inquiry information as long as needed to respond, provide services, and meet legal or professional obligations.

Your choices

You may request access, correction, or deletion of information you submitted by contacting us at brian@mfinancialintel.com.

Contact

Modern Financial Intelligence
Louisiana + Gulf South
brian@mfinancialintel.com