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Privacy Policy for Money Health Solutions, LLC

Money Health Solutions, LLC ("MHS") recognizes that its relationships with current, past, and prospective clients are based on integrity and trust. MHS works hard to maintain your privacy and to preserve the private nature of our relationship. MHS places the highest value on the information you provide. Money Health Solutions, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. MHS will not sell your personal information. 

MHS wants all its clients to understand what information is collected, how it is used, and how it is protected responsibly. 

Why Your Information is Collected

Information is gathered about you so that:

  • MHS can communicate with you via email, phone, or video conference;

  • MHS can design and help implement financial consulting-related services; and 

  • MHS can comply with laws and regulations that govern MHS

What Information is Collected

MHS may collect the following types of "nonpublic personal information" about you:

  • Information from our initial contact, meeting, or phone call or subsequent consultations about your identity, such as your name, address, date of birth, and personal and financial information.

  • Information generated to service your financial needs.

  • Information received from third parties with respect to your financial profile. 

What Information is Disclosed

MHS is permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order to provide financial coaching services, MHS may disclose your personal information in limited circumstances to various service providers, such as MHS's financial planning software firm. Another example, in order to send weekly newsletter updates, MHS may disclose your personal information to service providers such as MHS's email automation platform. 

Otherwise, MHS will not disclose any personal information about you, your relationship with MHS, your financial situation, or your personal situation unless one of the following conditions are met:

  • MHS receives your prior written consent; or

  • MHS has documentation that the recipient is your authorized representative; or

  • MHS is required by law to disclose information to the recipient. 

Arrangements with companies not affiliated with Money Health Solutions, LLC will be subject to confidentiality agreements.

How Your Personal Information is Protected

Privacy has always been important to Money Health Solutions, LLC. MHS restricts and limits access to client information only to those who need to carry out their business functions. MHS maintains physical and electronic safeguards to protect your confidential personal information. 

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