Privacy notice
What this website collects, why, how long it is kept, and how to have it removed.
Last updated: 2026-09-09
Who is responsible
JDL Financial Operations, the practice of Jorge De La Cruz, is responsible for the personal data collected through this website. Contact: jdelacruz@jdl-fin.com.
What is collected
Only what you enter into the inquiry form: your name, company, email address, the primary goal you select, any detail you choose to add, and whether you asked for the monthly close checklist. Nothing else on this site asks for personal data.
The website does not use advertising cookies, tracking pixels or analytics profiling. Web fonts are served by Google Fonts, which receives the request as part of loading the page.
Why it is collected
To respond to your inquiry, to scope a possible engagement, and — only if you tick the box — to send the monthly close checklist. Your details are not sold, rented or shared for marketing.
How long it is kept
Inquiries that do not lead to an engagement are deleted within 24 months. Where an engagement begins, records are kept for as long as the professional and tax retention rules that apply to the engagement require.
Who else sees it
The email provider that carries the message, and the form service that receives the submission where one is configured. Both act as processors on our instructions. No other third party receives your inquiry.
Your rights
You may ask for a copy of the personal data held about you, ask for it to be corrected, or ask for it to be deleted. Write to jdelacruz@jdl-fin.com and the request will be answered within 30 days.
Client confidentiality
Data belonging to client engagements is separate from this website and is governed by the engagement agreement. Client records are held inside the client's own systems wherever possible, with named, minimal and revocable access.
Changes
If this notice changes, the date at the top changes with it.