Privacy Policy

Clemans Financial LLC (“Clemans Financial”) 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. Clemans Financial will not disclose your personal information to anyone unless required by law or at your direction. We will not sell your personal information.

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:

• Provide financial coaching and educational services tailored to your needs.

• Understand your financial concerns and help you develop action plans.

• Comply with any applicable laws and regulations related to our business.

What Information We Collect and Maintain

We may collect the following types of “nonpublic personal information” (“NPI”) about you:

• Information from our initial meeting or subsequent consultations, such as your name, address, email, and financial details you choose to share.

• Information generated in the process of providing financial coaching services.

• Information received from third-party tools or services used to facilitate scheduling, communication, or document sharing.

What Information We Disclose

We may disclose nonpublic information about you in the following circumstances:

1. To service providers that assist in scheduling, payment processing, client management, or secure document storage.

2. To your authorized representative or power of attorney upon your request.

3. When required by law.

4. In connection with a proposed or actual sale, merger, or transfer of all or a portion of our business.

We do not sell or share your personal information for marketing purposes.

How We Protect Your Personal Information

Privacy has always been important to Clemans Financial. We restrict and limit access to client information only to those who need it to provide services. We safeguard client information by preventing its unauthorized access, disclosure, or use. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

Former Clients

Even if we cease to provide you with financial coaching services, our Privacy Policy will continue to apply, and we will continue to treat your nonpublic information with strict confidentiality.

Contact Us

Clients are encouraged to discuss any questions regarding privacy policies and procedures directly with Jack Clemans, Owner of Clemans Financial. Available at jack@clemansfinancial.com.