Privacy Policy
Last updated: September 18, 2025 12:00 PM
We value your privacy very highly. Please read this Privacy Policy carefully before using the jointravisallen.com Website (the “Website”) operated by Travis Allen, Personal CFO Inc (“us,” “we,” “our”) as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.
Your access to and use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone, including, but not limited to: visitors, users, and others, who wish to access or use the Website.
By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of the Privacy Policy, then you do not have our permission to access or use the Website.
Financial Services Privacy Notice
As a financial services provider, Travis Allen, Personal CFO Inc is committed to protecting the confidentiality and security of your financial information. We understand the sensitive nature of financial data and adhere to the highest standards of professional conduct and data protection.
Types of Financial Information We May Collect
In addition to the general information described below, we may collect and process the following financial information when you engage our services:
- Financial Account Information: Bank account details, investment accounts, retirement accounts, credit card information
- Income and Tax Information: Income statements, tax returns, employment information, W-2s, 1099s
- Asset and Liability Information: Real estate holdings, business ownership, debts, loans, mortgages
- Investment Data: Portfolio holdings, investment objectives, risk tolerance, financial goals
- Business Financial Information: Business revenue, expenses, financial statements, cash flow data
- Estate Planning Information: Beneficiary designations, trust information, estate documents
How We Use Financial Information
Your financial information is used solely for the purpose of providing professional CFO and financial advisory services, including:
- Financial planning and analysis
- Budget preparation and monitoring
- Investment strategy and recommendations
- Tax planning and optimization
- Cash flow management
- Financial reporting and forecasting
- Business financial management
- Strategic financial consulting
Confidentiality of Financial Information
Professional Confidentiality: As a financial professional, we maintain strict confidentiality of all client financial information. We do not disclose your financial information except:
- With your explicit written consent
- As required by law or legal process
- To service providers who assist in delivering our services (subject to confidentiality agreements)
- To protect against fraud or unauthorized transactions
Third-Party Financial Service Providers
We may share your information with trusted third-party service providers who assist in delivering our services, including:
- Accounting software platforms
- Tax preparation services
- Investment platforms
- Banking institutions
- Legal and compliance advisors
All third-party providers are required to maintain the confidentiality of your information and use it only for the purposes for which it was disclosed.
What information we collect, where we get this information, how we use this information, what happens if we don’t have it, and the legal basis for processing this information
We collect and store any and all information that you enter on this Website. We collect and store the following information about you:
| Category of information | Specific piece of information | Legal basis for processing this information | Where we get this information | How we use this information | What happens if we don’t have this information |
|---|---|---|---|---|---|
| Identifying information | Name | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Identifying information | Postal / Shipping address | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Identifying information | Billing address | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Identifying information | Phone number | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Identifying information | IP address | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Identifying information | Email address | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Identifying information | Device identifier | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary in order to take steps that the user has requested prior to entering into a contract; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tracking pixels; The observation and recording of activities by the business, such as through the use of cookies. | Analytics; Enforcing our Terms of Service; Marketing and advertising; Participation in surveys and contests; Performing services; Providing customer service; Targeted advertising; Verifying customer information. | Our use of your data for analytics will not be possible; Our use of your data for enforcing our Terms of Service will not be possible; Our use of your data for marketing and advertising will not be possible; Our use of your data for participation in surveys and contests will not be possible; Our use of your data for performing services will not be possible; Our use of your data for providing customer service will not be possible; Our use of your data for targeted advertising will not be possible; Our use of your data for verifying customer information will not be possible. |
| Financial information | Bank account numbers | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Documents provided by client. | Performing financial services; Financial analysis; Cash flow management; Account reconciliation. | We will be unable to provide comprehensive financial management services. |
| Financial information | Investment account information | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user. | Information submitted by the consumer; Third-party financial institutions. | Investment analysis; Portfolio management; Financial planning; Performance reporting. | We will be unable to provide investment advisory and portfolio management services. |
| Financial information | Tax information | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user; Processing is necessary for compliance with a legal obligation. | Information submitted by the consumer; Tax documents provided by client. | Tax planning; Financial analysis; Compliance reporting; Strategic tax optimization. | We will be unable to provide tax planning and optimization services. |
| Financial information | Income and employment data | The user has provided consent to the processing of their information; Processing is necessary to perform a contract with the user. | Information submitted by the consumer. | Financial planning; Budget analysis; Cash flow forecasting; Retirement planning. | We will be unable to provide comprehensive financial planning services. |
We are not required to collect this information by a law, court order, nor by a tribunal order. We do not combine nor link the personal information that we hold about you except as necessary to provide our financial services.
With whom we share your personal information
We share your personal information only with trusted third parties who assist us in providing financial services to you. This may include:
- Accounting software providers
- Tax preparation professionals
- Investment platforms and custodians
- Banking institutions
- Legal and compliance consultants
- Technology service providers
All third parties are bound by confidentiality agreements and are prohibited from using your information for any purpose other than providing services to us and to you.
How we protect your personal information
Given the sensitive nature of financial information, we have implemented enhanced security measures to protect and safeguard your personal and financial information:
- Bank-level encryption (256-bit SSL) for all data transmission
- Secure, encrypted data storage
- Multi-factor authentication for account access
- Regular security audits and penetration testing
- Limiting the amount of personal information that we collect to strictly necessary only
- Using ssl or other secure connection technologies when receiving or sending personal information beyond internal networks
- Destroying the personal information that we no longer need
- Performing regular risk assessments
- Mitigating risks by following a risk treatment plan
- Having comprehensive security policies and procedures
- Screening all employees with access to personal information
- Training our employees on data security and confidentiality
- Implementing and monitoring intrusion prevention and detection systems
- Maintaining up-to-date software and safeguards
- Performing regular due diligence of vendors
- Secure document destruction for physical records
- Regular backup and disaster recovery procedures
Sale of your information
We do not sell your personal information or financial data under any circumstances.
Cookies
A cookie is a small piece of data sent from a website and stored on your device by your browser. This Website collects cookies and may use cookies for reasons including, but not limited to:
- Analyzing our Website traffic;
- Analyzing your interactions with advertisements;
- Identifying if you are signed in to the Website;
- Testing content on the Website;
- Storing information about your preferences;
- Recognizing when you return to the Website.
Most web browsers automatically accept cookies. However, you can modify your browser settings to decline cookies, if you prefer. This setting may prevent you from taking full advantage of the Website.
Children’s privacy
This Website is intended for use by a general audience and does not offer services to children. Should a child whom we know to be under 18 send personal information to us, we will use that information only to respond to that child to inform him or her that they cannot use this Website.
Analytics programs
This Website uses Google Analytics to collect information about you and your behaviors. If you would like to opt out of Google Analytics, please visit https://tools.google.com/dlpage/gaoptout/.
Information retention
We retain financial information for the following periods:
- Active client information: For the duration of our business relationship
- Financial records and tax documents: Minimum of 7 years as required by law
- Investment records