Privacy Policy

Effective Date: October 23, 2026

NorthStar Advisors (“we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website at navigatewithnorthstar.com (the “Site”) or engage our consulting services.

1. Information We Collect

Information You Provide Directly. When you contact us through the Site, schedule a consultation, send us an email, or engage our services, we may collect your name, email address, phone number, company name, job title, and any other information you voluntarily provide.

Automatically Collected Information. When you visit the Site, our hosting provider may automatically collect certain technical information, including your IP address, browser type, operating system, referring URL, pages viewed, and the date and time of your visit. We do not use cookies for tracking or advertising purposes. The Site does not use third-party analytics, retargeting, or advertising scripts.

2. How We Use Your Information

We use the information we collect solely for legitimate business purposes, including:

• Responding to your inquiries and scheduling consultations
• Providing compliance, legal, and advisory services
• Communicating with you about our services and engagements
• Maintaining our business records and fulfilling legal obligations
• Improving the functionality and security of our Site

We do not sell, rent, or trade your personal information to third parties. We do not use your information for automated decision-making or profiling.

3. Disclosure of Your Information

We may disclose your information only in the following limited circumstances:

• Service Providers. We may share information with trusted service providers who assist us in operating our Site and business (such as hosting providers and scheduling platforms), subject to contractual obligations to protect your data.
• Legal Requirements. We may disclose information if required by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
• Business Transfers. In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, subject to the same privacy protections described here.

4. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security.

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected, including to satisfy any legal, accounting, or reporting requirements. When your information is no longer needed, we will securely delete or anonymize it.

6. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the processing of your data. To exercise any of these rights, please contact us using the information provided below. We will respond to your request within the timeframe required by applicable law.

7. Third-Party Links

The Site may contain links to third-party websites, including LinkedIn and Calendly. 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 site you visit.

8. Children's Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have inadvertently collected information from a child, we will take steps to delete it promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised effective date. Your continued use of the Site after any changes constitutes your acceptance of the updated policy.

10. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us:

NorthStar Advisors
Email: dan@navigatewithnorthstar.com
Phone: 347-541-9747