We collect only the technical and personal data required to provide expert foresight and execute your real estate strategy.

Identification Data: Name, email, and phone number provided via lead magnets like the 'Insider's Guide' or 'Market Intelligence' reports.

Financial Profiles: Information shared during strategy calls regarding your VA/Conventional loan status or capital readiness.

Property Intelligence: Details about your current home or search criteria used to narrow your 10-year financial roadmap.

Your data is used strictly to reduce friction and deliver imminent value throughout the buying or selling process.

Dual-Delivery Automation: To instantly deliver requested resources and automated follow-up intelligence.

Appointment Coordination: To facilitate the booking of Discovery Meetings and strategy consultations.

Market Intelligence: To provide data-backed updates on Folsom and Sacramento school quality, safety, and community stability.

We treat your personal information with the same rigor we apply to a pre-drywall audit.

No-Go Policy: We do not sell, rent, or trade your data to 'Stingy Deal-Hunters' or third-party marketing firms.

Secure Infrastructure: Data is processed using high-integrity encryption to ensure your financial margin remains private.