How Your Information Stays Safe

Embolden Financial Planning LLC takes the security of your personal and financial information seriously. Vendor selection was based in part on their adherence to strong data protection practices and security protocols. Use the buttons below to learn more about each vendor’s security practices.

  • Calendly

    Calendly: How you schedule our virtual meetings.

    Privacy Policy
  • Zoom

    Zoom: How we connect for our virtual meetings.

    Security Overview
  • Fathom Video

    Fathom: A tool for recording and transcribing meetings.

    Trust Center
  • PreciseFP

    PreciseFP: A tool for electronic document signing and file sharing.

    Data Security
  • Microsoft 365

    Microsoft 365: Cloud storage for documents and suite of productivity software.

    Data Safeguards
  • RightCapital

    RightCapital: Financial planning software.

    Security
  • Yodlee

    Yodlee: Account aggregation tool within RightCapital.

    Security
  • Wealthbox

    Wealtbox: Customer Relationship Management system.

    Security

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