Prism Financial Planning, LLC, and its representative, Amy Goan, CFP®, do not share client information with any other individual or organization unless client authority is granted in writing. Due to the personal and confidential nature of information at my disposal, I carefully handle all client information with confidentiality in mind. All conversations between clients and myself are kept strictly confidential. Client names and the contents of client files are not disclosed to any other party unless required by law or court order.
Client paper files are scanned and saved on a password protected secure document storage website, then shredded or returned to the client. Paper files that must be kept for regulatory purposes are locked with access only granted to myself.
Additionally, I will not act upon any information given to me that is non-public.
Protecting and serving the best interests and privacy of my clients is of paramount importance. Should you have any questions about these policies and procedures, please call my office.