Good Balance FP is committed to client confidentiality and the protection of your privacy. The following information is provided, as required by law, to help you understand our privacy policy and how we will handle and maintain confidential personal information as we fulfill our obligations to protect your privacy. "Personal information" refers to the nonpublic financial information obtained by Good Balance FP in connection with carrying out our services.

Information We Collect

Good Balance FP collects personal information as part of our relationship with you in order to provide client services and fulfill legal and regulatory requirements. The type of information Good Balance FP collects may include:

• Information Good Balance FP receives from you on forms (such as your name, address, Social Security number, profile documents, assets and income);

• Information you provide Good Balance FP directly about your personal finances or personal circumstances or which Good Balance FP may receive from brokerage statements or other information you authorize Good Balance FP to receive.

Information Disclosed in Administering Products and Services

Good Balance FP shares your personal information for everyday business purposes, including to process transactions, maintain your account, respond to court orders or legal investigations or report to credit bureaus as well as for our marketing purposes. Good Balance FP does not sell any personal information about you to any third party. Good Balance FP may share personal information with our affiliates to market to you. Other than to service your account, Good Balance FP will not disclose personal information to non-affiliated third parties without your authorization, except as required or permitted by law.

Procedures to Protect Confidentiality and Security of Your Personal Information

Good Balance FP has procedures in place that limit access to personal information to those employees who need to know such information in order to perform business services. To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. In addition, Good Balance FP maintains physical, electronic and procedural safeguards to guard your nonpublic personal information.

Good Balance FP will update its policy and procedures when necessary to ensure that your privacy is maintained and that Good Balance FP conducts business in a way that fulfills our commitment to you. If Good Balance FP makes any material changes in its privacy policy, we will provide you notice of any material change to this policy.

If you have questions, please contact Arielle Bittoni at (310) 881-6650.