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Privacy Statement

 
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Our Promise to You


One of the most important values we have is maintaining the trust of our clients. The key to doings this is protecting clients' privacy and personal information.

Key Elements of our Privacy Policies

  • We gather personal information about our clients in order to develop our custom spending plans for them.

  • We do not share your information with anyone without your prior consent.

  • We do not share your information with companies for marketing or other purposes.

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What information do we gather?

 

The information we collect directly from you includes information required to communicate with you as well as financial information. Information that we require to communicate with you includes your name, mailing address, phone number and email address. Financial information that we require includes your bank account transactions, existing loan information (mortgage, car, student etc.) and/or credit card debt.

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When do we obtain information?

 

Our firm does not collect any non-public personal information about you or any of our clients from any sources other than you without obtaining your prior written consent.

We collect non-public personal information about you from the following sources:

  • Information we receive on applications or forms completed by you or from information you provide us.

  • Information about your transactions with us.

How do we use your personal information?

We only use your personal information as appropriate to provide you quality service and to develop, monitor and adjust your custom spending plan.

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What information do we share?

We do not disclose any non-public personal information about our clients or former clients to anyone without their prior consent. We maintain robust physical, electronic and procedural safeguards that comply with federal standards to guard your non-public personal information.

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What safeguards do you have in place?

We currently subscribe to a real-time data monitoring service by a security consulting firm. The primary reason for subscribing to this service is to ensure any traffic into or out of our servers is legitimate, and to alert us if some unauthorized party is trying to gain access. This service allows us to blacklist unauthorized sources to ensure they do not gain access to our systems.