Privacy Policy
Information Collection
moneymapfinancialplanning.com has forms that collect names, email addresses, and phone numbers when submitted. No financial data is collected on this website. Any request for financial information would be made after a purchase or booking of a meeting. This company and its representatives would never ask for any passwords or other sensitive data. The type of information our financial planners would ask for is a screenshot or verbal relay of a credit card statement. Numerical data from credit card statements is needed to produce credit card management reports. Customers can share the necessary information without revealing anything private. Customers have the option to input the information themselves, share the numerical data that the planner is asking for, or send a snip of a statement to the planner with any sensitive information redacted (removed).
Collection methods and relevant data
Information is gathered through fillable forms, email, or during meetings with your financial planner via phone call, video call, or in-person. Clients who prefer to skip meeting with a financial planner may be asked to relay certain information via fillable forms or email. Depending on the service, certain numerical data is needed. For example, if a customer is interested in the subscription & bill planning service, the financial planner needs to review the last 3 months of statements for each credit card and debit card account. If the customer/client is not comfortable sharing the statement directly, they can look it over themselves with guidance from the financial planner and work to identify recurring expenses and categorize them. The customer can also send snips (screenshots) of the statements to the financial planner's email and make sure that no sensitive data is included before sending . To create a personalized balance sheet, the financial planner has to be informed of all the asset accounts you want to include, and all the liability balances. If the customer does not want to share this data, they may receive the template so they can enter the data on their own. Each service has unique information requirements and the way the financial planner gathers the necessary data from the customer is unique to the customer based on their preferences. Ideally, all the important information can be exchanged during one meeting. In a zoom call meeting, customers/clients have the option to share their screen so the financial planner can work with the client to gather necessary data more efficiently and show the client what to look for when looking at financial documents like a credit card or bank statement. If the client does not want to meet in person, via video call, or do a phone call, the financial planner may send questionaires to the client or ask the client to send necessary information via email. The user/client should redact (remove) any sensitive information before sending any screenshots or snips over to the financial planner via email.
Data security and storage
moneymapfinancialplanning.com is hosted on the Wix.com platform, where data is stored on secure servers behind a firewall. Company websites, representatives, and financial planners will never request passwords or other sensitive identification methods. Any data exchanged with the client is only inputted into reports for analysis of financial factors and client use. Clients are encouraged to withhold any private information that should not be shared or they do not feel comfortable sharing. There are ways to work around customer concerns of privacy. For example, if a client does not want to share a statement because it has an embarrassing purchase on there, they can instead relay the important information to the financial planner and make their own conclusions through guidance by the financial planner.
User consent and cookies
moneymapfinancialplanning.com allows users to specify their cookie consent preferences. The cookie consent preferences detail explains the reasons that the website uses cookies and what information each function relies on.
User preferences
Money Map's approach to financial planning is structured, personalized, and transparent. The client/customer determines the medium of communication with the financial planner. The financial planner may be contacted via email at any time. The customer has multiple meeting options. The customer can book a free 30 minute meeting in person, via phone call, or video call to share information with the financial planner, ask questions, and decide which services you would like to purchase. The customer also has the option to communicate and exchange relevant information through email. All services purchased are sent via email as an Adobe PDF document. Client data is used strictly for report building and data and is never shared or sold. All your numbers are safe and only analyzed if the customer wants the financial analysis + accounting summaries + financial planner suggestions. Customers indicate their preferences of financial planner input when filling out a form, when they make a purchase, or via email. The focus is on you seeing your financial outlook in an organized impactful way, staying ahead of bills, identifying expenses, calculating profits and losses, and managing credit more effectively.