Privacy Notice

 

Momentum Financial Planning LLC (“Momentum”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Momentum will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.

We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

WHY WE COLLECT YOUR INFORMATION

We gather information about you so that we can:

  • Help design and implement the financial coaching and planning services we provide you, and

  • Comply with the federal and state laws and regulations that govern us

WHAT INFORMATION WE COLLECT AND MAINTAIN

We may collect the following types of “nonpublic personal information” about you:

  • Information from our initial meeting or subsequent consultations about your identity, such as your name,

  • Address, social security number, date of birth, and financial information.

  • Information that we generate to service your financial needs.

  • Information that we may receive from third parties with respect to your financial profile.

WHAT INFORMATION WE DISCLOSE

We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers.

Otherwise, Momentum will not disclose any personal information about you or your account(s) unless one of the following conditions is met:

  • We receive your prior written consent; or

  • We have documentation that the recipient is your authorized representative; or

  • We are required by law to disclose information to the recipient

HOW WE PROTECT YOUR PERSONAL INFORMATION

Privacy is important to Momentum. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.