Initially, we do gather basic contact information. We never ask for your social security number. We do not collect account numbers, passwords or online credentials. If you take our Progress Check, the information is stored in a secure temporary file in our contact manager (Bloomerang). Progress Check information is purged annually if we never work with you. If we do engage in financial coaching with you, we will share your Progress Check answers with your coach and only your coach. During your coaching engagement, you only need to share as much personal information with your coach as you feel comfortable sharing. We do not provide “advice” because we may not have sufficient information about you to analyze and formulate such recommendations. This is intentional. The information that you need to make decisions will be located by you and stored in your workbook only.