Privacy Policy
Privacy PolicyLast updated: July 12, 2026
Crimson Oak Financial Management ("we," "us," or "our") respects your privacy. This Privacy Policy explains how we collect, use, and protect your personal information, including information related to text message (SMS) communications.
Information We Collect
We may collect your name, phone number, email address, and other contact details when you contact us to schedule an appointment, contact us, or opt in to receive text messages from us.
How We Use Your Information
We use your information to:
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Schedule and manage appointments
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Send appointment reminders and scheduling-related text messages
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Respond to your inquiries
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Provide our financial management services to you
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SMS Consent and Data Sharing
We do not share or sell mobile opt-in data or phone numbers to third parties or affiliates for marketing or promotional purposes. SMS consent and phone number data collected for the purpose of sending appointment reminders will never be shared with third parties for marketing or promotional purposes, under any circumstances.
Text messaging originator opt-in data and consent will not be shared with any third parties.
Text Messaging Terms:
You may opt out of receiving text messages at any time by replying STOP.
Reply HELP for assistance.Message frequency may vary.
Message and data rates may apply.
Other Uses of Your Information:
Data Security:
We use reasonable administrative, technical, and physical safeguards to protect your personal information.
Your RightsYou may request access to, correction of, or deletion of your personal information by contacting us at colleen@crimsonoakfinancial.com or 479-364-0467.
Crimson Oak Financial Management
1380 SW Westpark Dr., Suite 12,
Bentonville, AR 72712
Changes to This Policy:
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated July 12, 2026.