Privacy policy

The mission of Focused Financial Planning LLC is to assist clients achieve life goals through the proper management of their financial resources.  In order to help our clients better manage their financial lives, we need to collect detailed information about our clients.  Some of the information we collect is quantitative in nature (e.g. assets & liabilities, cash inflows and outflows, recent tax returns, details of current investments, employee benefits and retirement benefits available, insurance policy information, etc.), and some is qualitative (e.g. goals & objectives, health status of client and family members, college plans, interests and hobbies, expectations about employment, risk tolerance level, anticipated changes in current/future lifestyle, etc.).

Throughout the entire financial planning process client needs will be held first and foremost, and the entire engagement will be conducted with the highest level of integrity.  Focused Financial Planning LLC is a registered investment adviser, and therefore acts as a fiduciary in all our client relationships.  That is we act for the benefit of the client and place the interests of the client above our own.  We recognize the importance of the trust our clients place in us, and keeping our clients' personal information confidential is a top priority.

1. We value our relationship with you.
2. We place the highest importance on respecting and protecting your privacy.
3. We will safeguard all personal information you have shared with us.  This includes both quantitative as well as qualitative information as discussed above.
4. We will conduct our business in a manner that keeps your personal information secure.
5. We will limit the collection and use of client information to that which is required to provide superior financial planning services to you.
6. It is our policy that we will not share your personal information with anyone outside of Focused Financial Planning unless the disclosure has been personally authorized by you or is permitted or required by law.
7. To help us keep your personal information up-to-date and accurate, please let us know if there is any material change in your personal information.
8. When necessary, we will review and revise this Privacy Policy to protect your personal client information.