Privacy policy
Plinth Advisory LLC ("Plinth," "we," "us") is a consulting and advisory firm serving the Monterey Peninsula. This policy describes what information we collect when you contact or work with us, how we use it, and the choices you have. We keep it in plain language on purpose.
What we collect
- Contact details you provide — your name, phone number, email address, and the reason for your call or inquiry.
- Call recordings and transcripts. Calls to our main line are answered by an automated assistant and are recorded; the recording is disclosed at the start of every call. Recordings and transcripts are kept as part of our business records.
- Scheduling details — appointment times you book with us.
- Engagement records — documents and correspondence connected to work you engage us to do, handled per our internal confidentiality procedures.
How we use it
To respond to inquiries, return calls, schedule and confirm appointments, deliver the services you engage us for, maintain accurate business records, and meet legal and insurance obligations. We do not sell personal information, and we do not use your information for third-party advertising.
Text messaging (SMS) and mobile information
If you give us your mobile number and agree to receive texts, we send conversational, transactional messages only — for example, a confirmation that your message was received or the details of an appointment you booked. Full program terms are in our SMS Terms & Conditions.
No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties or affiliates.
Message frequency varies with your interaction — typically one to three messages per inquiry or appointment. Message and data rates may apply.
Reply STOP to opt out at any time. Reply HELP for help, call (831) 652-1594, or email cameron@plinthpartnership.com.
Who we share information with
Only the service providers that operate our systems — telephone and messaging carriage, the automated receptionist platform, calendar and email, document storage, and billing — and only so they can provide those services to us. They are not permitted to use your information for their own purposes. We may also disclose information where the law requires it.
Retention
We keep records as long as needed for the purpose they were collected, our professional record-keeping standards, and applicable legal requirements, then delete or archive them.
Your choices
You may ask what information we hold about you, ask us to correct it, or ask us to delete it (subject to records we're required to keep). California residents may exercise the rights provided by California law. Write to cameron@plinthpartnership.com — we respond within a reasonable time, and we do not discriminate against anyone for exercising privacy rights.
Changes
If this policy changes, the current version will always be at this address with an updated effective date.
Contact
Plinth Advisory LLC · Carmel, California · (831) 652-1594 · cameron@plinthpartnership.com