Privacy Policy

Why I Collect Information

I gather information about you to:

• Provide personalized financial planning services
• Comply with federal and state regulations

What I Collect

This may include:

• Basic info like your name, address, and date of birth
• Financial details relevant to your planning needs
• Information generated during our work together

When I May Share Information

I may share your information only when necessary:

• With service providers who help me serve you (like secure software tools)
• With your permission
• As required by law

If my privacy practices ever change in a way that affects you, I'll let you know and give you the choice to opt out.

How I Protect Your Information

I use secure systems and limit access to your information. Any third-party tools I use are held to strict confidentiality standards.

Former Clients

Even after we stop working together, I'll continue to protect your information and keep records as required by law.

Questions?

If you have any questions about how I handle your information, please get in touch. I'm happy to chat.