Business Address:
3575 Bridge Rd, Ste 8, Suffolk, VA 23435
Contact: advisor@intentional-growthadvisors.com
Phone: (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.TM 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.TM 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
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
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. Questions or Concerns?
If you have questions about this policy or wish to exercise your rights, please contact:
Email: advisor@intentional-growthadvisors.com
Phone: (757) 678‐1442 (1IGA)
Intentional-Growth Advisors, LLC | www.intentional-growthadvisors.com
© 2025. All rights reserved. This document is for informational purposes only.
Fiduciary | Fee-Only | Virginia State-Registered Investment Adviser
Phone: (757) 678-1442 (1IGA) | Email: advisor@intentional-growthadvisors.com
Version: September 2025 – For Client Distribution
H.I.M.E.TM is a trademark of Intentional-Growth Advisors, LLC. All rights reserved.
