AS OF 3/1/2024

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North Park Financial Planning, LLC (“NPFP”) 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. NPFP will

not disclose your personal information to anyone unless it is required by law or

at your direction. We will not sell your personal information. NPFP will provide the

privacy statement to all clients annually.

We want our clients to understand what information we collect, how we use it, and how we protect it responsibly.

 

WHY WE COLLECT YOUR INFORMATION

We gather information about you so that we can:

● Help design and implement the investment and planning related services

we provide you; and

● Comply with the Federal and State laws and regulations that govern us.

 

WHAT INFORMATION WE COLLECT AND MAINTAIN

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

● Information from our initial meeting or subsequent consultations about

your identity, such as your name,

● address, social security number, date of birth, and financial information.

● Information that we generate to service your financial needs.

● Information that we may receive from third parties with respect to your

financial profile.

 

WHAT INFORMATION WE DISCLOSE

We are permitted by law to disclose nonpublic information about you to

unaffiliated third parties in certain circumstances. For example, in order for us to

provide planning or investment management services to you, we may disclose

your personal information in limited circumstances to various service providers,

such as our clearing firm.

Otherwise, NPFP will not disclose any personal information about you or your

account(s) unless one of the following conditions is met:

● We receive your prior written consent; or

● We have documentation that the recipient is your authorized

representative; or

● We are required by law to disclose information to the recipient

 

Arrangements with companies not affiliated with NPFP will be subject to

confidentiality agreements.

 

HOW WE PROTECT YOUR PERSONAL INFORMATION

Privacy has always been important to NPFP. We restrict and limit access to client information only to those who need to carry out their business functions. We

maintain physical, electronic, and procedural safeguards to protect your

confidential personal information.