WEBSITE INFORMATION
Privacy & website use
How the website’s interactive features work, and how to contact DFI about data handling.
01
Forms and assessment
Your assessment answers stay in browser memory for the current session unless you request a custom report. If you make that request, your submitted contact details, consent choices, and assessment answers are sent to DFI’s private website records for review. Financial scenario inputs are not submitted. The request does not automatically email a report or start a CRM workflow. If you send a general inquiry, your contact details, message and the displayed privacy-notice version are stored in DFI’s private website records so our team can respond. If you request the emergency response guide, your name, email, organization and guide-request reference are stored privately to record that request and respond to a related inquiry. The guide request does not subscribe you to marketing, send an automated email, activate incident response or establish an engagement. Contact links open your email or telephone application; booking links open Calendly. Please do not enter credentials, evidence, or confidential client details in initial messages or booking notes.
02
Hosting and external services
The website is hosted through Base44 and loads the site font from an external font service. Those providers may process connection information under their own arrangements. This information does not mean that platform logging, cookies or third-party processing are absent.
03
Privacy questions
Please keep confidential case material and credentials out of your initial inquiry. We can discuss secure intake, data handling, and the privacy notices that apply to your engagement before you share the material.