Privacy Policy
Last updated: September 14, 2026
We know the information you share with us is deeply personal. This policy explains plainly what we collect, why we collect it, and how we keep it protected.
1. Information We Collect
When you complete our client intake form, we collect the details you choose to share about yourself, your family, and your loved one's care needs. This may include:
- Your name, email address, and phone number
- Details about the care recipient's health, conditions, and daily routine
- Household, medication, and emergency-contact information
- Caregiver preferences and family goals
- Care Binder details such as medical equipment, allergies, and access notes
We also collect limited technical information automatically, such as your browser type and the pages you visit, to keep the site running smoothly.
2. How We Use Your Information
We use the information you share only to:
- Review your situation and build your personalized Care Binder
- Communicate with you about your care plan and next steps
- Coordinate care recommendations tailored to your family
- Improve and maintain our website and consulting services
We do not use your information to make automated decisions about your care, and we do not sell your personal information to anyone.
3. How We Protect Your Information
Your intake information is reviewed by Dana and used solely for your care planning. We take reasonable technical and organizational measures to protect the information you share against unauthorized access, alteration, or loss.
Because no method of transmission or storage is completely secure, we cannot guarantee absolute security. However, we are committed to treating your information with the same care and respect we bring to every family we serve.
4. Sharing Your Information
We do not share your personal information with third parties for marketing purposes. We may share limited information only:
- When you ask us to connect you with a care resource or referral
- When required by law or to protect the safety of your loved one or others
- With trusted service providers who help us operate our website, under appropriate confidentiality obligations
5. Data Retention
We retain your intake information for as long as needed to provide our consulting services to you, and afterward only as long as necessary to meet legal or record-keeping obligations. You may request that we delete your information at any time (see "Your Rights" below).
6. Your Rights
You have the right to:
- Request access to the personal information we hold about you
- Ask us to correct inaccurate information
- Request that we delete your information, subject to legal obligations
- Opt out of any future communications from us
To exercise any of these rights, reach out to Dana directly after completing your intake or through the contact information provided during your consultation.
7. Cookies and Tracking
Our website may use basic cookies or similar technologies to keep the site functioning properly. We do not use tracking technologies to build a profile of you for advertising across other websites.
8. Children's Privacy
Our services are intended for adults making care decisions on behalf of a family member. We do not knowingly collect information directly from children. If you believe a child has provided information to us, please contact us so we can remove it.
9. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will revise the "Last updated" date above. We encourage you to review this page periodically.
10. Contact
If you have any questions about this Privacy Policy or how your information is handled, please reach out to Dana directly after completing your intake, or through the contact information provided during your consultation.