Client Portal 
Just a Conversation LLC (“the Company”) understands that the foundation of our client relationships is built on trust and professional integrity. We are committed to safeguarding your privacy and ensuring that the personal nature of our work remains confidential. The information you entrust to us is handled with the highest level of care. Just a Conversation LLC will never sell your personal data, nor will we share it with outside parties unless required by law or specifically authorized by you.
We believe it is important for our clients to know exactly how we gather, utilize, and protect their information.
Why We Collect Information
We collect specific data to ensure we can:
- Effectively develop and execute the personalized financial coaching and planning strategies we offer.
- Remain in full compliance with all relevant state and federal legal requirements and industry regulations.
Types of Data Collected and Maintained
We may gather “nonpublic personal information” which includes, but is not limited to:
- Identity and Contact Details: Information shared during initial or follow-up sessions, such as your name, mailing address, date of birth, and social security number.
- Financial Data: Specific details regarding your finances and any documentation we create to manage your financial objectives.
- Third-Party Reports: Information obtained from external sources to complete your overall financial profile.
Information Disclosure Policy
By law, we are permitted to share nonpublic information with third-party service providers in limited scenarios—specifically when it is necessary to provide you with investment management or planning services.
Beyond these operational needs, Just a Conversation LLC will not release any details regarding you or your accounts unless:
- You provide us with express written permission.
- We verify that the recipient is your legally authorized representative.
- We are compelled to do so by legal or regulatory authorities.
How We Secure Your Data
Protecting your privacy is a core priority at Just a Conversation LLC. Access to client records is strictly restricted to personnel who require that information to perform their specific business duties. We utilize a combination of physical, electronic, and procedural security measures to ensure your confidential data remains shielded from unauthorized access.