It takes about twenty seconds. We will send a welcome email straight away so you can confirm the address is right.
Subscriber details are encrypted, access is restricted to the marketing team, and every email carries a working unsubscribe link as required by the CAN-SPAM Act.
Read the Privacy PolicyThe only finance email I actually open. Short, useful and it told me about a filing deadline I would have missed.
Their rate roundup is the reason we refinanced six months earlier than we planned. That email paid for itself several times over.
No hype, no product pushing, and the unsubscribe link works the first time. That tells you everything about how they operate.
Lending
Compare APR rather than advertised rate, model total cost of credit and check the small print on prepayment penalties.
Investing
Savings rates, asset mix, catch-up contributions and turning a portfolio into reliable income — stage by stage.
Mortgage
Pre-approval, the real cost beyond the deposit, and the six mistakes that stall first-time buyers.
Book a free 30-minute consultation with a licensed advisor — in person in Sacramento, or by phone and video anywhere in the US.