When a Client Asks How You Protect Their Data - You Should Have a Real Answer
41% of small businesses are targeted by cyberattacks - and most don't know their exposure until a client, insurer, or regulator asks. A 15-minute assessment changes that.
No tech expertise needed. No long contracts. No fear tactics. A plain-language assessment that helps financial advisors and professional services firms document their security posture — so they're ready when clients, insurers, or regulators ask.
NIST CSF 2.0
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CIS Critical Controls
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Microsoft Secure Score
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ISC²
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ISACA
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Industry standard frameworks regulators, insurers & clients already recognize.
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NIST CSF 2.0 • CIS Critical Controls • Microsoft Secure Score • ISC² • ISACA - Industry standard frameworks regulators, insurers & clients already recognize. -
What We Do
We give financial advisors, accountants, and professional services firms a documented security baseline - one they can show clients, attach to an insurance application, or reference in a compliance review. No IT department required.
Why This Matters to You
Answer the data security question confidently — before a prospect asks it twice
Meet 'reasonable safeguards' expectations with documentation you can actually point to
Reduce breach risk before it costs you a client relationship or a referral
Stand out in proposals when security comes up — and in 2026, it increasingly does
Our first engagement is simple, start with an industry-aligned Baseline Cybersecurity Assessment.