Privacy Policy
Sustainable Financial Planning (SFP) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. SFP will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. SFP will provide this privacy statement to all clients annually.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
- Help design and implement the investment and planning related services we provide you; and
- Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
- Information that we generate to service your financial needs.
- Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by SFP.
Otherwise, SFP will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient
Arrangements with companies or independent contractors not affiliated with SFP will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to SFP. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.
Disclosures
Sustainable Financial Planning LLC (SFP) is an Investment Advisor registered with the State of New Jersey. SFP may transact business in those states in which it is filed, or qualifies for an exemption or exclusion from notice filing requirements. All views, expressions, and opinions included on the website and other communications are subject to change without notice. The publication of information on this website should not be construed by any consumer and/or prospective client as SFP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Furthermore, the information resulting from the use of tools or other information on this internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized financial advice. For legal, tax and accounting-related matters, we recommend that you seek the advice of a qualified lawyer or accountant. Past performance is no guarantee of future results, and there is no guarantee that the views and opinions expressed herein will come to pass. Investing in the stock and other markets involves gains and losses and may not be suitable for all investors.
Our current disclosure brochure, Form ADV Part 2, is available here for your review.
We may provide links to other websites strictly as a courtesy. When you link to any of the websites provided herewith, you are leaving this site. SFP does not make any representations as to the accuracy, timeliness, suitability, or relevance of any information prepared by any unaffiliated party, whether linked to our website or incorporated herein, and takes no responsibility therefore. All such information is provided for convenience purposes only and all users therefore should be guided accordingly.