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ONE OF THE MOST IMPORTANT STEPS IN PROTECTING YOUR SECURITY AND PRIVACY IS TO FIGURE OUT WHERE YOU MIGHT ALREADY BE VULNERABLE, PRIORITIZE THE SECURITY AND PRIVACY CONCERNS THAT MATTER TO YOU, AND FIND A WAY TO REGULARLY REMIND YOURSELF OF THOSE ESSENTIAL ROUTINE PRECAUTIONS.

 

Audit Cover 03This is where our Security and Privacy Self-Audit comes into its own. The audit is a self-powered risk assessment that enables you to ask the important security and privacy questions a good expert would want to ask.

We provide 2 audits; the shorter abbreviated version consists of just 30 questions while the more comprehensive extended version has approximately 150 questions covering a variety of key topics including:

 
  • Your security and privacy fears and priorities.
  • Your family and home.
  • Computers and devices.
  • Mobile security.
  • Email and text communications.
  • Data protection and secrecy.
  • Identity protection.
  • Social media.
  • Password habits.
  • Online and surfing habits.
  • Employees and advisors.
  • Phishing, malware, and ransomware.
 

By checking the relevant boxes, you’re reminding yourself of the security precautions you’ve already taken.

What’s left are either the gaps you missed or the risks that don’t matter. Along with explanations.

CLICK HERE TO DOWNLOAD THE ABBREVIATED VERSION

This site is provided courtesy of Bartlett Wealth Management

Bartlett Wealth Management  is a Cincinnati-based wealth management firm, providing customized investment management and financial planning services to high net worth families, foundations and businesses. Bartlett takes pride in providing clients independent personalized fiduciary advice through a team of distinguished investment professionals.

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Bartlett Wealth Management 600 VINE STREET, SUITE 2100
CINCINNATI, OH 45202
WWW.BARTLETT1898.COM
513.621.4612