Key Points

• We limit collection: We gather only the information necessary for our business.
• We control sharing. We disclose only when directed in writing by you to:
  • Authorized Parties: only to your trusted accountants or lawyers o Family Members: only to those you specifically name
  • Service Partners: as required to open accounts or transfer funds o Regulators: Disclosure only would occur as required by law.
• We never sell. We will NEVER sell the information you entrust to us.

Information Safeguarding

• Security and Confidentiality: We ensure your information is strictly kept safe and confidential.
• Threat Protection: We protect against potential threats and unauthorized access.
• Privacy Officer: Our CEO oversees these policies to safeguard your data.

Third-Party Partner Access

• Nonessential Information: We remove unnecessary personal information before sharingit with third parties.
• Review of Service Partners: We ensure that our partners adhere to strict privacypolicies.
• Compliance with Laws: Service partners must comply with Standards for Protecting Personal Information and relevant federal regulations.

Staff Responsibilities

• Confidentiality: Employees must keep all proprietary information, including Nonpublic Personal Information (ie: address, SSN, account balances, health information), confidential.
• Identity Verification: Employees will verify the identity of anyone requesting personal information to prevent identity theft.
• Texting: Only as authorized by you, appointment reminders only will be sent via SMS.
• Reporting: Suspicious activities are reported immediately to senior staff.

Your Right to Opt Out

We believe in empowering you to take control of your personal information. You have the right to “opt out” of sharing your financial and personal details with our agents, advisors, and affiliated institutions. If you choose to opt out, your information will not be shared with anyone you specify. To exercise this right, contact us and provide the names of individuals and/or companies with whom you do not want your information shared.

First Financial Coaching, Inc. clientcare@firstfinancialcoach.com
Attn: Opt Out Request
144 South Main Street
Mt. Clemens, MI 48043

You will receive confirmation once the opt-out notifications you requested are complete.

We are committed to maintaining your trust by protecting your personal information with the highest standards. If you have any concerns or questions, please contact our CEO directly. Together, we can ensure your information stays secure and your privacy respected.