Confidentiality Commitment

Privacy & Security are our top priority

Financial information is a delicate subject. Not only on a personal level, but from a safety standpoint as well.

Simply Balanced Solutions values our clients' trust and confidentiality above anything else.

Confidentiality is the cornerstone for everything that we do.

"Confidentiality is the essence of being trusted."

"In order to do my job well, all of that information stays confidential."

Our Process

Throughout our entire Engagement, your information remains confidential - 100%. Full stop.

All of our clients will designate an "Other Trusted Person" or a "Power of Attorney" during setup. Only these individuals will be involved, as needed, based on individual circumstances. Any communication of client information is held to the standards agreed to by the client and/or in our Engagement Agreement.

In the event of a "a phone call is necessary to sort out the matter", for example an issue arising during our Bill Pay solution, we will contact the company together, with our client. The client would authorize Simply Balanced to assist, and then be a part of the process as they desire or are required. We'll handle the call and provide next steps.

Last but not least, we take proactive steps to keep Personal Identifiable Information (PII) secure throughout our full Engagement.

All personal information is kept safe at the client’s residence unless otherwise directed.
Any information written down or scanned during the process of the engagement will be stored in a secure cloud-based storage.
Full account numbers, usernames and passwords are only maintained and utilized at the client’s residence. Abbreviations for accounts will be maintained for identification purposes only.
Scans of documents processed are maintained and provided to approved parties through a secure cloud-based storage.

Our Promise

Our Promise is simple:

We will take care of our clients' finances as we would our own and maintaining their best interest will always be top of mind for us.

We will always value our clients' physical and financial safety as a core belief of our mission and work. We will safeguard all information entrusted to us. We will even go the extra mile to ensure you are keeping the most secure practices for your own financial well-being.

We also know that life is ever-changing. With that, we will strive to remain proactive, meeting new challenges as they arise, and providing new solutions.