Even if you haven’t officially signed up as a personal finance coaching client, you may decide you want to share private information with me in an initial 15 minute consultation or in a written message.  This page is just to let you know that you don’t have to worry about me telling the world about your salary or your inheritance.

Please be assured that all information that you provide to me will be kept strictly confidential. I am bound by professional rules that prohibit me from disclosing any of your confidential information without your written authorization (unless required to do so by law).

If you do sign up as a client, I have an 11 page engagement agreement that includes a confidentiality section, among other things.

I know it’s sometimes difficult to figure out if someone can help you without telling them personal stuff.  Just know that you can do that with me and have no worries, even if you just walk away and we don’t end up working together.

Any questions about this or anything else, please send me a note.