My Financial Planning Blogs

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Legal Disclaimer and Compliance Statement:

At Money Matters Edu, we prioritize confidentiality, professionalism, and compliance with legal and ethical standards to ensure the trust and well-being of our clients. Please read the following disclaimer and compliance statement to understand our commitment to protecting your information and providing high-quality services:

1. Confidentiality: We uphold strict confidentiality protocols to safeguard your personal and financial information. Any information shared during coaching sessions, consultations, or correspondence is treated with the utmost discretion and will not be disclosed to third parties without your explicit consent, except where required by law.

2.  Licensed Professional: Christi Milroy, lead Financial Coach, is fully licensed and accredited in the states of Colorado, Florida, Michigan, and North Carolina as a professional in the field of insurance and annuities. She adheres to industry regulations, codes of conduct, and ongoing professional development to maintain the highest standards of expertise and ethical practice.

3. Compliance with Regulations: We comply with all relevant laws, regulations, and guidelines governing financial services and coaching practices. This includes but is not limited to data protection laws, confidentiality agreements, and professional conduct standards established by industry associations.

4. Ethical Standards: Our coaching approach is built on ethical principles of honesty, integrity, and client-centric focus. We prioritize your best interests, provide transparent guidance, and avoid conflicts of interest that could compromise the quality or objectivity of our services.

5. Data Security: We employ industry-standard security measures to protect your data from unauthorized access, misuse, or disclosure. Our systems and processes are regularly audited and updated to ensure robust data protection practices.

6. Client Rights: You have the right to privacy, informed consent, and access to your personal information under applicable laws. We respect your rights and are committed to addressing any concerns or requests regarding your data with diligence and transparency.

7. Disclaimer: The content presented on our website is intended for educational and informational purposes. It is not a substitute for personalized financial or professional advice tailored to your specific circumstances. We recommend consulting with qualified professionals for individualized guidance.

Christi Milroy, licensed under License#: 723377, provides financial coaching services. All content and information on this website are for informational purposes only and should not be construed as financial advice. 

By engaging with Money Matters Edu, you acknowledge and accept the terms outlined in this legal disclaimer and compliance statement. If you have any questions, concerns, or require further clarification, please contact us for assistance.