At Dreams of Dragonflies Financial, your trust, security, and peace of mind are my highest priorities. Talking about money requires vulnerability, and I am deeply committed to providing a safe, judgment-free, and entirely secure environment for your financial transformation.

This policy outlines how your information is handled, protected, and kept strictly confidential.

1. Absolute Confidentiality

Everything shared within our coaching relationship is strictly confidential. This includes:

• Your Personal Story: Any details regarding your lifestyle, family dynamics, or career shared during coaching sessions.

• Your Financial Data: Bank statements, debt amounts, income figures, credit scores, and budget sheets.

• Our Correspondence: All emails, text messages, session notes, and shared worksheets.

Your information will never be shared, sold, or discussed with anyone outside of our coaching sessions without your explicit, written consent.

2. Zero Credit Risk (Soft Pulls Only)

To build your strategy, we may look at your credit profile.

• Any credit check we utilize is an educational soft inquiry only.

• These checks will never affect your credit score or appear as a hard inquiry to future lenders.

3. Secure Data Handling

I utilize industry-standard security protocols to protect your financial files:

• Encrypted Storage: All digital worksheets, financial blueprints, and session notes are stored on password-protected, encrypted cloud networks.

• Secure Access: Only I have access to your client files.

• Safe Disposal: Any temporary files or documents provided during our active coaching period are permanently and securely deleted upon the conclusion of our program.

4. Continuous Control Over Your Information

You always retain complete ownership of your financial data. You have the right at any time to:

• Review any information or notes I have on file for our sessions.

• Request the immediate, permanent deletion of your documents from my secure storage.

5. Legal Limits to Confidentiality

To ensure safety, the only exceptions to this strict confidentiality are those required by law, such as a formal court subpoena or explicit situations involving an immediate threat of harm to yourself or others.

Contact Me

If you ever have questions or need absolute reassurance about how your data is being handled, please reach out to me directly at dreamsofdragonfliesfinancial@gmail.com