Code of Ethics and Professional Conduct

Halcyon Financial Planning, LLC will:

Comply with the mandates and requirements of all applicable laws and regulations.

Take responsibility to act in an ethical and professionally responsible manner in all professional services and activities.

Provide professional services with integrity and reliability in a prompt and thorough manner.

Provide professional services competently.

Be fair and reasonable in all professional relationships.

Disclose any conflicts of interest of which we are aware.

Protect the confidentiality of all clients and client information.

Act in a manner that demonstrates exemplary professional conduct.