A new introduction
Someone sent Matt an inquiry.
YOUR INFORMATION
A thoughtful
first conversation.
What you share with Afin, how an inquiry travels, and where to ask questions.
01 / YOUR INTRODUCTION
What you share.
The intake form asks for contact details, financial goals, and optional context so Matt can respond to your inquiry.
Avoid sending account numbers, Social Security numbers, passwords, or financial documents. Optional questions can be left blank.
02 / DELIVERY
How your inquiry
travels.
If direct submission is enabled, your form is sent through Formspree to Afin. Formspree processes that submission under its privacy policy.
Otherwise, the form prepares an email draft that you review and send through your own email provider. Your email provider and Formspree, when used, may retain sent messages or submissions.
If Afin’s private client workspace is connected, your inquiry is also stored in its Supabase database so Matt can manage introductions, coaching notes, goals, and follow-ups. Access is restricted to Matt’s authorized account. Contact Matt to discuss access, corrections, or deletion of your information.
If anonymous activity notices are enabled, a verified inquiry can produce a notice that someone contacted Matt within the last day. Notices never include your name, location, or form answers. The activity service stores only an opaque event identifier and a rounded time, for at most 48 hours. The browser uses session storage to avoid repeating notices and remember when you hide them for your visit.
03 / WEBSITE ANALYTICS
Understanding
page visits.
The site uses Vercel Web Analytics to understand aggregate page visits without advertising cookies. Query strings and fragments are removed from analytics events; intake answers are not included in analytics.
The hosting provider may process ordinary request information to serve the site.
04 / FORM ANSWERS
While you’re
on the page.
Intake answers and calculator inputs are not saved in browser storage. Calculator values stay in your browser and are not sent to Matt or included in analytics. Navigating away or reloading may clear your answers.
If a direct submission fails, the form keeps your answers on the page so you can retry or prepare an email draft. A success message appears only after the provider accepts the submission.
05 / CONTACT
Questions about
your information?
Contact madamou@afin-consulting.com about information you have shared or to request deletion.
For an inquiry about coaching, use the client introduction form or email Matt directly.