Privacy Policy
Karla Booe Advisory | Effective Date: April 20, 2026
1. Who We Are
Karla Booe Advisory ("we," "us," or "our") provides practitioner-built compliance tools, training, and advisory resources for community banks, credit unions, fintechs, and related financial services organizations. Our website is located at KarlaBooeAdvisory.com.
This Privacy Policy explains how we collect, use, and protect information when you visit our website, purchase our products, or subscribe to our newsletter.
2. Information We Collect
We collect the following types of information:
• Name and email address — when you purchase a product, subscribe to our newsletter, or submit a contact form
• Billing address — collected by Stripe at the time of purchase for payment processing purposes
• Payment information — credit card and payment details are collected and processed directly by Stripe. We do not store or have access to your full payment card details.
• Usage information — standard website analytics including pages visited, time on site, and referring URLs, collected through website analytics tools
3. How We Use Your Information
We use the information we collect to:
• Fulfill your product purchases and deliver digital files
• Respond to your questions and support requests
• Send our newsletter, The Compliance Brief, if you have subscribed
• Send occasional product updates and new release announcements to customers who have purchased from us
• Improve our website and product offerings
• Comply with applicable legal obligations
4. How We Share Your Information
We do not sell, rent, or trade your personal information to third parties. We share your information only in the following limited circumstances:
• Stripe — our payment processor. Stripe collects and processes payment information in accordance with their own Privacy Policy and PCI DSS compliance standards. You can review Stripe's privacy practices at stripe.com/privacy.
• Email service providers — we use email platforms to deliver purchased files, newsletters, and transactional communications. These providers process your email address on our behalf and are contractually prohibited from using it for other purposes.
• Legal requirements — we may disclose your information if required to do so by law or in response to a valid legal request.
5. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, maintain records of your purchases, and comply with applicable legal obligations. You may request deletion of your information at any time by contacting us at the address below.
6. Your Rights
You have the right to:
• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information, subject to legal retention requirements
• Opt out of marketing emails at any time by clicking the unsubscribe link in any email we send
• Request a copy of your data in a portable format
To exercise any of these rights, contact us at the address provided below.
7. Cookies and Analytics
Our website may use cookies and standard web analytics tools to understand how visitors use the site. Analytics data is aggregated and does not identify individual users. You can disable cookies in your browser settings at any time, though this may affect the functionality of certain website features.
8. Data Security
We take reasonable technical and organizational measures to protect your personal information from unauthorized access, disclosure, or misuse. All payment transactions are processed through Stripe's secure, PCI-compliant infrastructure. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.
9. Children's Privacy
Our website and products are intended for business professionals and are not directed at children under the age of 13. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the effective date at the top of this page. We encourage you to review this policy periodically. Continued use of our website or products after changes are posted constitutes acceptance of the updated policy.
11. Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us at:
Karla Booe Advisory
Email: karla@karlabooeadvisory.com
Website: KarlaBooeAdvisory.com