BEFORE YOU SEND A FILE
Client Upload Notice
The Client Zone is a working drop-off point for information needed to provide your agreed Life Unplanned services. A little care before uploading helps protect you and keeps the process useful.
Okay to upload
- Daily income and expense totals
- Receipts and invoices
- Requested statements or reports
- Budgets and spreadsheets
- Other records specifically requested for your service
Do not upload
- Passwords or login codes
- Social Security numbers
- Full bank, routing, or card numbers
- Medical or health records
- Driver’s licenses, passports, or identity documents
If sensitive information is genuinely needed, wait for specific instructions and an appropriate secure method.
How uploads are used
Submitted information is used to perform the services you requested, communicate with you, organize your records, and maintain necessary business documentation. Uploads are handled according to the Privacy Policy.
Important service limits
Life Unplanned LLC provides organization, administrative support, practical tracking, and educational observations. We are not a bank, lender, credit-repair company, accounting firm, tax preparer, financial adviser, or law firm. Information and summaries are not legal, tax, accounting, investment, lending, or credit advice. Results—including business credit, financing, savings, or budget outcomes—cannot be guaranteed.
Your responsibility
Please provide accurate, complete information, keep your original records, and review deliverables for errors or missing items. Contact us promptly if something needs correction.
Need help before uploading?
Email hello@thelifeunplanned.com before sending the file.