Last updated November 2, 2026
Information we collect
When you send an inquiry, we collect what you enter: your name, business name, email, phone number, and details about what you need. When you book a consultation, our scheduling provider collects the information requested on its booking form. Like most websites, our hosting provider may also record basic technical information such as your browser type and IP address.
How we use it
We use your information to respond to your inquiry, schedule and hold consultations, and provide the services you ask us to provide. With your permission, and as part of an engagement, we may share information about your financing request with prospective lenders or other parties involved in your transaction.
We do not sell your personal information.
Services we use
This website uses third-party services to operate: Cloudflare (website hosting), Calendly (consultation booking), Web3Forms (delivering inquiry form messages to our email), and Google Fonts (typefaces). These providers process information according to their own privacy policies.
Sensitive information
Please do not send tax returns, Social Security numbers, bank account numbers or other sensitive records through this website. If we work together, we will arrange a secure way to collect documents.
Your choices
You can ask us to update or delete the information you have sent us by emailing [email protected]. We may keep certain records when required by law or for legitimate business purposes.
Contact
Questions about this policy can be sent to [email protected] or (832) 510-7317.