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Privacy Policy 

As of February 19, 2026

Being in Abundance, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. Being in Abundance, LLC will not disclose your personal information to anyone unless it is required by law or at your direction.

  

We want our clients to understand what information we collect, how we use it, and how we protect your personal information. 

  

 

Why We Collect Your Information

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We gather information about you so that we can:

  • Help design and support the plan you are creating for your life

 

What Information We Collect and Maintain

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We may collect the following types of “nonpublic personal information” about you:

  • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, date of birth, and other information relevant to our conversations as you see fit to share.

 

What Information We Disclose

  

“Opting-Out” of Third Party Disclosures: If you do not want your thought partner to retain copies of your client sensitive information when he or she leaves us to join another firm, you may contact us by emailing info@BeingInAbundance.com

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Otherwise, Being in Abundance, LLC will not disclose any personal information about you unless one of the following conditions is met:

  • We receive your prior written consent; or

  • We have documentation that the recipient is your authorized representative; or

  • We are required by law to disclose information to the recipient

  

  

How We Protect Your Personal Information

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Privacy has always been important to Being in Abundance, LLC . We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use. Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. 

 'A wealth you can not imagine flows through you' - Rumi

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Being in Abundance is a financial coaching and training company and is not involved in investment management or advisory services. Being in Abundance’s website is limited to the dissemination of general information with access to publications, and links. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services.

    

All written content on this site is for guidance and information purposes only. Opinions expressed herein are solely those of BIA, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and Being in Abundance LLC  does not make any representation or warranties as to the accuracy, timeliness, suitability, completeness, or relevance or any information prepared by an unaffiliated third party, whether linked to the BIA website or incorporated herein, and takes no responsibility therein.

  

This website and information are not intended to provide investment, tax, or legal advice. Investments  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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© 2026 Being in Abundance , LLC. All Rights Reserved.

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