The plain version.
Last updated: September 2026.
Privacy
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Scheduling runs on Calendly; their privacy policy applies to what you enter there. Client work is covered by the confidentiality terms of each engagement agreement, which are stricter than anything on this page.
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Terms of use
The content of this site is general information, not financial, investment, legal, or tax advice, and it creates no client relationship. Engagements are governed by written agreements. Case studies are anonymized and figures are stated as at the time of each engagement.