Client Intake Form

At Financial Empowerment Group Inc., we value and respect your privacy. Protecting your personal and financial information is a top priority. This Confidentiality & Privacy Policy explains how we collect, use, and safeguard your information.

1. Information We Collect

We may collect personal and financial information, including, but not limited to:

• Full name, date of birth, and contact information
• Employment and income details
• Bank accounts, credit reports, and other financial information
• Information about your dependents and household (if relevant)

2. How We Use Your Information

Your information is used solely for the purpose of providing personalized financial coaching, including:

• Assessing your financial situation
• Creating and implementing financial plans
• Tracking progress toward your goals
• Communicating important updates or recommendations

3. Confidentiality

All information shared with Financial Empowerment Group Inc is strictly confidential. We do not share your personal or financial information with third parties without your explicit consent, except as required by law.

4. Data Protection

We implement administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure.

5. Sharing Information

We will never sell or rent your personal information. Information may be shared only in the following circumstances:

• With your written consent
• When required by law or legal processes
• With trusted service providers assisting in delivering our services (subject to strict confidentiality agreements)

6. Your Rights

You have the right to:

Access your personal information held by us

• Request corrections to inaccurate or incomplete information
• Withdraw consent for data usage at any time (note: this may affect our ability to provide services)

7. Retention of Information

We retain your personal and financial information only as long as necessary to provide services, comply with legal obligations, or resolve disputes.