Privacy Policy

Draft of November 6, 2026. Effective date: [CONFIRM: set when approved]

Draft. This was written to match how this website works today. It has not been reviewed by an attorney. Items marked [CONFIRM] need a decision or a fact from Crown & Compass before this goes live. Remove this box when it is approved.

Families trust us with important details about someone they love. This page explains, in plain words, what we collect, why, and the choices you have.

Who we are

Crown & Compass is a senior transition advisory service serving Metro Atlanta, Georgia. We help families understand their options and connect with senior living communities and other professionals. We do not own or run any senior living community.

Legal business name: [CONFIRM: for example, Crown & Compass, LLC]
Mailing address: [CONFIRM]
Email: Shanta@crowncompassga.com
Phone: 770-501-8623

What we collect

What you choose to tell us.

Booking a conversation: your name, phone number, best time to call, and whether you have been to a webinar.
Signing up for a webinar: your first name, email, the session you picked, whether you want the replay, and an optional question.
The "A Few Gentle Questions" page: who you are thinking about, the name they like to be called, what is happening right now, what matters most to them, how you are doing, who is helping, what would help most, and which part of Metro Atlanta feels best. At the end, your first name and a phone number or email if you want Shanta to contact you. Every question except contact details is optional.

Some answers can describe a person's health situation or care needs. Please share only what you are comfortable sharing. Please do not type Social Security numbers, medical record numbers, bank or card numbers, or passwords into any form on this site.

What happens automatically.

Our website host, Cloudflare, handles your internet address and basic technical information so the site loads and is protected from abuse.
The site loads a font from Google Fonts, which means Google can see your internet address. [CONFIRM: remove this line if the font is hosted on our own site before launch]
Your browser saves your text-size choice on your own device. It is not used to track you.
We do not run advertising and do not currently use analytics or tracking cookies. [CONFIRM: update this if analytics are added]

How we use it

To call or email you when you ask us to, and to prepare for your conversation.
To run webinars, such as sending your link, a reminder, and the replay.
To help you find senior living options that fit your family.
To keep a record of our work with each family. Some senior living communities pay Crown & Compass a referral fee when a family we helped moves in. To show that we helped, we keep a record that can include your name, the date you contacted us, the community you visited or chose, and tour and move-in dates. Families never pay for our guidance.

Who we share it with

We do not sell your information, and we do not share it for advertising.

Communities and providers you ask us to connect you with. We share what they need to help your family, such as your name, contact details and the care needs you told us about. [CONFIRM: that this happens only with the family's permission]
A community that pays us a referral fee. We may confirm to that community that your family contacted us and the dates, so the referral can be recorded. [CONFIRM with an attorney and the referral agreements]
Companies that help us run the service, such as website hosting and the database that stores your details. [CONFIRM: add the email and webinar tools once chosen]
When the law requires it, or to protect people from harm.

Your choices

Skip any question you like. Nothing on this site requires you to answer.
Ask to see, correct or delete what we have about you by emailing Shanta@crowncompassga.com or calling 770-501-8623. We will answer within [CONFIRM: for example, 30 days]. We may need to keep a limited record of a referral if it is needed to document our work or meet legal and tax rules.
Tell us to stop contacting you at any time.
We will not send you text messages unless you agree to that separately.

How long we keep it

[CONFIRM: for example, general inquiries for 24 months after the last contact, and referral records for as long as needed for payment, tax and legal reasons]

How we protect it

Your details are stored in a protected database, and only people who work with Crown & Compass can see them, behind a password. No website or system is perfectly secure, so please contact us right away if you think something is wrong.

Children

This site is for adults. It is not directed to anyone under 18, and we do not knowingly collect information from children.

Where this applies

This site is meant for people in the United States. [CONFIRM with an attorney: any state privacy rights to describe, such as Georgia or California]

Changes to this policy

If we change this policy, we will post the new version here with a new date.

Questions

Write to Shanta@crowncompassga.com or call 770-501-8623. See also our Terms of Service.