Security
Embolden Financial Planning LLC takes the security of client information very seriously. It is very important that our technology vendors take security seriously too. Below is a list of tools utilized by Embolden Financial Planning LLC and a link to learn more about their security measures.
-
How you schedule our meetings.
-
How we connect for our meetings.
-
Tool for recording and transcribing meetings.
-
Tool for electronic document signing and file sharing.
-
Cloud storage for documents and suite of productivity software.
-
Comprehensive financial planning software.
-
Secure account aggregation tool within RightCapital.
-
Customer Relationship Management system.
Be Emboldened.
Take the next step and schedule a free, no-obligation,
virtual introductory meeting.