Identity Theft Is Real—

Let’s Talk About How to Prevent It

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A man in a blue shirt is holding four credit cards in his hand.

What Would You Do If Your Identity Was Stolen?

For most people, identity theft feels like something that happens to someone else—until it doesn’t.


It’s not just a hassle. It’s a disruption of your finances, your credit, and your sense of security. And yet, many people haven’t taken enough steps to prepare.


Ask yourself:



  • What would you do if your identity was stolen tomorrow?
  • What steps have you already taken to protect yourself?
  • Are those steps enough?
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A computer screen with the word security written on it
A black and white icon of a padlock with a keyhole.

Passwords Are Everywhere—Are Yours Protected?

Online accounts touch every part of your life: banking, healthcare, shopping, taxes. And behind every one of those accounts? A password—often reused, often forgotten, and rarely secure enough. We help clients think through not just the financial side of identity theft, but the digital side, too—creating routines and tools that lower the risk of exposure.

A Financial Therapist Helps You Prepare Before There’s a Problem

As your financial therapist, we’re not just here to help you recover from identity theft—we’re here to help you prepare for it.


That means:

  • Helping you create a realistic plan to reduce risk
  • Reviewing your financial accounts and digital habits
  • Providing resources and referrals if a breach occurs
  • Working alongside you to tighten weak points in your financial profile



This is about building resilience—not fear. It’s one more way we protect what you’ve built.

Prevention Starts With a Conversation

If you’re unsure whether your current protections are enough, let’s talk.
A quick check-in can help you identify vulnerabilities, correct them, and feel more in control of your digital and financial identity.

What to Expect

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Reviewing Account & Login Security Best Practices

We walk through your current practices—like password management, two-factor authentication, and account access—to help strengthen digital protections across your financial life.

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Setting Up Financial Monitoring & Alerts

We help ensure you’re using the tools already available to you, such as account alerts, credit freezes, and transaction notifications—so you’re never caught off guard by suspicious activity.

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Evaluating Third-Party Identity Theft Protection Tools

There are dozens of identity protection services on the market. We help you cut through the noise and choose tools (if any) that truly fit your needs, risk level, and budget—without upsells or fear tactics.

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Building Emergency Response Plans

If something goes wrong, panic shouldn’t be your first step. We help you create a clear response plan: who to contact, what to freeze, and how to minimize damage quickly.

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Coordinating With Your Other Advisors

Identity theft impacts more than just your credit—it can affect your taxes, estate plans, and insurance. We communicate with your legal and tax professionals as needed to make sure the whole team is aligned and ready to respond.

FAQ

  • What should I do if I suspect identity theft?

    Immediately contact your financial institutions and credit bureaus to place a fraud alert. Then reach out—we can help walk you through the next steps calmly and strategically.

  • Do you offer credit monitoring services?

    We do not sell or manage monitoring tools directly, but we help clients evaluate trusted providers and integrate them into their broader financial protection strategy.

  • Isn’t identity theft mostly a tech issue?

    It’s a tech issue, but it has real financial consequences. As fiduciary advisors and financial therapists, we help connect the dots between digital habits and financial safety.

  • Can you help my parents or kids protect their identities too?

    Yes. Identity protection is a family issue. We’re happy to include these discussions in broader planning conversations to help protect every generation.