Building Your Digital Safety Plan Best Practices for Safeguarding Sensitive Personal Data Why is this important?Offer you a clear path to digital organizationSimplify transition of digital belongings to heirsDecrease risk of identity theftIncrease convenience of password and document management Webinar Notes:Password Management Benefits of a Password Management System –Offers dark web monitoringSharing passwords with members of your household (with customizable privacy levels)All passwords are in one placeAuto-fill data for online purchases, forms, and log-insAllows heirs access to all password information when dealing with your estate after you pass away.Password Management Software – try a few and find which works best for you. Different providers have unique features.Document Management (PDFs, Word Documents, Pictures, Excel Spreadsheets, etc) The following documents should be scanned and saved digitally. Original copies should also be stored in a locked fire safe in an easily accessible location in the event of a fire or other home emergency.Social Security CardBirth CertificateMarriage Certificate (if applicable)Divorce paperwork (if applicable)Naturalization paperwork (if applicable)Death Certificates for parents or other close family membersDriver's licensePassport (if applicable)Vehicle license plate numbers and vin numbersInsurance policy numbersBank account numbersCredit card numbersOther financial account numbersSoftware activation keysHide a key code; padlock combination key, etc. Best practices for digitizing document storage:Secure documents with a passwordShare certain documents with people (either for a limited amount of time or with limited rights, depending on the purpose).Back up your documents from your desktop to the cloud so that if your computer files get destroyed you can dust re-download them when you get a new computerScan from paper (thorough a printer or a phone app) into your cloud back up provider directly.Organize documents by folders Online Financial Safety and Communication Protecting your computerAnti-virus programFirewallWhole disc encryption for hard drive (such as Bitlocker in Windows) Digital communicationEmail sensitive data by encrypted channels (such as Link Direct from the cloud).Do not click on any links or files in your email or in text messages from unknown sources, and do not provide any sensitive data to a website link provided in an email.Do not provide any sensitive date by phone even if the source seems legitimate.Use two factor authentications for logging into sensitive accounts (sends your cell phone a text code that is needed to access your email account). Bryan Foronjy, CFP® Principal Wealth Manager 805-600-1600 [email protected] Bryan helps clients design a customized vision for retirement by listening, asking insightful questions, and offering sound advice drawing from nearly two decades of professional experience in the financial services industry. Read more Casey Marks Wealth Manager 805-600-1610 [email protected] As a Wealth Management Advisor at Foronjy Financial, Casey brings his depth of industry knowledge, strong work ethic, and his positive attitude to the team. Read more Chris Bradley, CFA® Wealth Manager Assistant 805-321-8865 [email protected] As Wealth Manager Assistant Chris has a wide variety of responsibilities including Client Service, Account Rebalancing, Compliance Supervision, and Firm Operations. He also holds the designation of Chartered Financial Analyst (CFA®). Read more Jennifer Foronjy Director of Client Relations 805-600-1620 [email protected] As the Director of Client Relations at Foronjy Financial, Jennifer focuses her time and energy on creating an authentic, world class experience for all clients. Read more Olivia Huebner Wealth Manager Assistant 805-880-9444 [email protected] Olivia serves as a Wealth Manager Assistant in our Santa Barbara office where her duties include client outreach, compliance oversight and account maintenance. Olivia graduated from Westmont College where she studied Economics and Business. Read more Have a Question? Name Email Address Phone Question Thank you! Oops! Disclosure The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.