LisaMSnyder.com and Lisa M Snyder Financial Coaching is not an investment advisor or investment advisory service.
We respect your privacy and work to protect it. We collect nonpublic personal information about you that is provided by you or obtained by us through your authorization. For current and former clients, we do not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to unrelated or related third parties who need to know the information in order to assist us in providing services to you. In all such situations, we stress the confidential nature of information being shared. We retain records relating to professional services that we provide so that we are better able to assist you with your professional needs. In order to guard your nonpublic personal information, we maintain physical, electronic, and procedural safeguards that comply with our professional standards. Please call if you have any questions, because your privacy and the ability to provide you with quality financial services is very important to me.