Privacy
Your inquiry and your privacy
Martha I. Washington is the personal brand presented on this website. Responsibility for your inquiry depends on the activity you contact Martha about.
Who handles your inquiry
Work With Martha: Applicable professional financial-strategy inquiries are handled by Martha through Key Financial Solutions, Inc., her existing operating company.
Invite Martha: Speaking, educational workshops, and No Longer Bound™ inquiries are handled by Martha I. Washington personally, separately from Key Financial Solutions, Inc. KFS does not operate No Longer Bound™. No Longer Bound™ and Martha’s independently developed educational materials are her personal intellectual property.
What you provide and why
The financial-strategy form requests your name, email, area of interest, and a brief message. The speaking/education form also provides fields for your organization, timing, location or online format, and language or format considerations. We use these details to respond and coordinate relevant next steps. The website adds an inquiry reference and an activity classification to help keep the two record types separate.
Please provide only a brief overview. Do not send Social Security numbers, account or card numbers, passwords, tax returns, medical information, or confidential documents through these forms. If more information is needed, Martha will discuss an appropriate way to provide it.
Access and website services
Netlify hosts this website and receives form submissions as an intake service. Microsoft 365 is used for notifications, correspondence, and separately classified inquiry records. Hosting and intake services may also process technical request information for delivery, security, and spam filtering. Netlify is not represented as the long-term records archive.
Notifications for both paths go to martha@keyfinsol.com. That shared notification address does not make speaking or education inquiries KFS business. Martha is the primary owner and day-to-day administrator. A trusted backup specifically authorized by Martha may also access records as needed to support business continuity, including if Martha is unable to respond. This authorization does not automatically extend to other assistants, future team members, partners, or affiliates. Technical service providers process information as needed to support these services.
Submitting an inquiry does not enroll you in a marketing mailing list. Speaking/education inquiries are not automatically routed into financial-services marketing, recruiting, or unrelated CRM workflows.
Optional appointments and workshop checkout
Submitting an inquiry does not require booking an appointment. After an accepted Work With Martha inquiry, you may choose to open Calendly. Only your name and email are prefilled; your inquiry message is not passed to Calendly. Calendly and the connected calendar and meeting services process booking details under their own terms and privacy policies. Business Owner Strategy and Clarity Conversation appointments are complimentary. A booking is confirmed through Calendly, not by viewing the scheduler.
If you choose to register for Find the Money, its registration links take you to Stripe checkout. Payment information entered there is processed by Stripe, not collected by these inquiry forms.
Retention and requests
Recordkeeping and retention depend on the activity, the purpose for which the record is needed, and applicable professional, contractual, or legal obligations. Records subject to an applicable requirement or preservation hold may need to be retained. We do not apply a single retention period to every inquiry.
Contact Martha at martha@keyfinsol.com to ask about your inquiry or request correction or deletion. Deletion requests are reviewed against applicable recordkeeping and hold requirements and include relevant intake, correspondence, and record copies. Service-provider recovery copies or legally preserved records may not be removed immediately.