Initially, we do gather basic contact information. We never ask for your social security number, birthdate, or driver’s license number. We do not collect account numbers, passwords, or online credentials. If you take our Financial Wellness Check, the information is stored in a secure temporary fie in our contact manager (Bloomerang). Financial Wellness Check information is purged annually if we never work with you. If we do engage in financial coaching with you, we will share your Financial Wellness 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. The information you need to make decisions will be located by you and stored in your workbook only.