Privacy Statement

Coastal Financial Planning, Inc. is committed to maintaining the confidentiality, integrity and security of the personal information that is entrusted to us.

The nonpublic information, that you have shared with us including your personal finances, health, contractual agreements and other information about transactions between you and third parties utilized in the financial planning process, will be used solely for the purpose of meeting your personal financial goals.

With your permission, we disclose limited information to attorneys, accountants, investment advisors and insurance professionals with whom you have established a relationship.  You may opt out from our sharing this information with these nonaffiliated third parties by notifying us at any time by telephone, fax, mail, e-mail or in person.  With your permission, we shared a limited amount of information about you with our supplier in order to execute securities transactions of your behalf.

We maintain a secure office to ensure your information is not placed at unreasonable risk.

We do not provide your personal information to mailing list vendors or solicitors.

Federal and state securities regulators may review our companies records and your personal records as permitted by law.

Personally identifiable information about you will be maintained while you are a client, and for a period thereafter as required by federal and state securities laws.  After that time, information may be destroyed.

We will notify you in advance if our privacy policy is expected to change.  We are required by law to deliver this privacy statement to you annually, in writing.