Business Address: 

3575 Bridge Rd, Ste 8, Suffolk, VA 23435 

Contact: 

advisor@intentional-growthadvisors.com 

 (757) 678-1442 (1IGA) 

Business Address: 

3575 Bridge Rd, Ste 8, Suffolk, VA 23435 

Contact: 

 advisor@intentional-growthadvisors.com 

 (757) 678-1442 (1IGA) 

1. Our Commitment to Your Privacy 

At Intentional-Growth Advisors, LLC (“the Firm”), we value your privacy. As a fiduciary, we are committed to maintaining the confidentiality, integrity, and security of the personal information you entrust to us.

2. Information We Collect 

We collect and maintain nonpublic personal information (NPI) and behavioral data through
your interactions with our services, including:

• Name, contact information, and demographic data

• Social Security or tax identification number

• Financial account balances, custodial data, or portfolio information

• Financial planning inputs (e.g., income, debt, goals)

• Behavioral and emotional information submitted via the H.I.M.E.™ Framework

• Client agreements, signed forms, or intake submissions

• Email and SMS/text message communication preferences

• Tracking or engagement data (cookies, scheduling, newsletter sign-ups)
  
  

We do not use behavioral/emotional data for clinical or diagnostic purposes. All such data is

treated as financial planning data and protected accordingly.

3. How We Use Your Information 

Your data is used solely for lawful purposes, including:

• Delivering financial planning and advisory services

• Customizing behavioral and financial strategies under the H.I.M.E.™ Framework

• Meeting regulatory record keeping requirements

• Processing transactions or monitoring client progress (non-discretionary)

• Enhancing service delivery, communication, and scheduling
   

We do not use your data for marketing or AI training without explicit written consent.

4. How We Protect Your Information 

We apply strong data security standards to protect your information: 

• Cloud-based document storage with encryption and role-based access
• Encrypted email communication and password-protected document sharing
• Secure document workflows via approved portals and electronic signature platforms
• Monitoring under a firm wide Written Information Security Program (WISP)
• Regulatory-compliant data archiving for email, phone, SMS, and Zoom communications
• Multi-factor authentication and access controls for all staff 

5. Information We May Share 

We do not sell your information. We may share limited information only when necessary to:

• Process a transaction or service at your direction

• Engage third-party service providers for operations (e.g., CRM, document delivery, e-
  signature, scheduling, client messaging), all under strict confidentiality and cybersecurity contracts

• Respond to lawful requests from regulators, courts, or compliance partners
   

Examples of service provider categories: 

• Customer Relationship Management (CRM) platforms 

• Document intake and electronic signature platforms 

• Scheduling and communication tools (including SMS) 

• Data archiving and compliance systems 

• Financial transaction processors 

• Cloud-based productivity platforms 

6. Text Messaging (SMS) Communications 

SMS & Mobile Information

No mobile information will be shared with third parties or affiliates for marketing or

promotional purposes.

All other categories exclude text messaging originator opt-in data and consent; this

information will not be shared with any third parties.

If you opt in to receive SMS communications from us:

• Message frequency may vary depending on your appointment type or service status

• Message and data rates may apply, depending on your mobile carrier

• You may opt out at any time by replying “STOP” to any message

• SMS messages may be used for:

• Appointment reminders

• Session confirmations

• Important document follow-up

• Regulatory disclosures or client updates
  
  

SMS consent is stored as part of your client record. We do not share or sell SMS consent

data.

By providing your mobile number on any I-GA form or scheduling page, you consent to

receive text messages under the terms of this policy.

For questions about SMS communications, call (757) 678‐1442 or email advisor@intentional-growthadvisors.com.

7. Your Rights and Choices 

You have the right to: 

• Request a copy of your personal data on file 

• Correct inaccurate or outdated information 

• Request closure of your client file 

• Opt out of non-essential communications (email, text, newsletter) 

• Receive annual notices of updates to this policy 

8. Data Retention & Deletion 

We retain former client information for a minimum of five years, as required by federal and

Virginia state regulations.

Certain files may be retained longer to fulfill tax, legal, or archival obligations. We maintain

confidentiality and security protocols for all stored data, even after your client relationship

ends.

9. Protection of Intellectual Property & Restrictions on Automated Access 
Intentional-Growth Advisors, LLC (“I‐GA”) owns all rights to the H.I.M.E.™ Framework, Financial House™ model, diagrams, behavioral tools, educational materials, videos, downloadable files, and all related intellectual property. 

To protect this proprietary information, I‑GA prohibits: 

• Automated scraping, crawling, or AI‑driven collection of website content
• Use of website content for training or developing AI or machine-learning models
• Reproduction or redistribution of proprietary materials without written permission 

I‑GA uses industry‑standard legal, administrative, and technical controls intended to limit unauthorized automated access and protect proprietary intellectual property. Unauthorized  automated access may violate copyright, trademark, or cybersecurity laws.

10. Questions or Concerns? 

If you have questions about this policy or wish to exercise your rights, please contact us: 

 Email: advisor@intentional-growthadvisors.com 

 Phone: (757) 678‑1442 (1IGA)