As your personal financial coach, we know your financial information is private, and you can be assured that we employ every reasonable data security measure available – including computer hardware locks, physical locks on file cabinets, network password protections, hard and soft network firewalls, and 128 bit data encryption. Your files, electronic and otherwise, are available only to our firm staff. Your electronic files are backed up daily and stored on private, offsite storage media with high-level password protection. We retain copies of the documents necessary for the performance of our services and those which are required by law. The personal, non-public information we collect from you has been derived from the following sources:
Pre-coaching questionnaires, pre-coaching worksheet exercises, file notes from coaching sessions, direct correspondence from you and any other data or documents that you may have provided for use during your coaching sessions.
Information we receive from creditors and/or your personal vendors as you may specifically retain our firm to represent you as an agent to these parties.
The information you give us about your personal or business records is reserved only for our staff or agents who need to know this information in order to properly service your account. No personal information will ever be disclosed about you to anyone, except that which is already public, required by law, or required to properly service your account. We will not make any disclosure of your private financial information without your prior consent. Should you close your account with us or become an inactive client, we will continue to adhere to this policy as written here. We are committed to retaining your confidence, and want to assure you that any information you give us remains safe and confidential.
By continuing to complete this form you agree to the terms and conditions above.