Privacy Policy

Effective Date: 6/1/26
Business Name: F3-PoM (Financial Forecasting for Peace of Mind)

1. Information We Collect

F3-PoM collects only limited personal information necessary to communicate with clients and provide services. This may include:

Name
Email address
Phone number (if voluntarily provided)

We will never ask for sensitive account credentials such as:

Banking usernames or passwords
Investment account usernames or passwords
Security questions or authentication codes

2. Payment Security

All payments and financial transactions are processed through secure third-party financial and payment institutions. F3-PoM does not store your banking credentials, credit card numbers, or payment account passwords.

3. How Your Information Is Used

Your information is used only for:

Communication regarding services
Scheduling and client support
Billing and payment processing
Service-related updates

We do not sell, rent, or share your personal information with outside parties for marketing purposes.

4. Data Protection

Reasonable measures are taken to protect client information and maintain confidentiality. However, no online system can guarantee absolute security.

5. Third-Party Services

This website may utilize secure third-party providers for:
Payment processing
Website hosting
Email communication
Scheduling or client management
Those providers maintain their own privacy and security policies.

6. Contact

If you have questions regarding this Privacy Policy, please contact:

F3-PoM (Financial Forecasting for Peace of Mind)
Email: planning@f3pom.com