Privacy Policy

We collect the information you choose to give us through forms on this site — for example your name, email address, phone number and the capital goal you describe in the Capital Checkup or an episode signup.

We use your information to respond to you, deliver the resource or consultation you requested, determine which capital or education path may be appropriate and improve the site.

Submitting a Capital Checkup or any form on this site is not a loan application, approval or commitment to lend.

If you give us your email address we may send you confirmations, educational content and relevant follow-up. Every marketing email includes an unsubscribe link, and you can ask us to stop contacting you at any time.

We do not sell your personal information. We share information only with service providers who help us operate the site and communicate with you, or when required by law.

This site uses cookies and similar technologies to remember your session and measure how pages perform. You can control cookies in your browser settings; some features may not work without them.

We use reasonable administrative and technical safeguards to protect the information you submit, and we keep it only as long as needed for the purposes described here or as required by law. No method of transmission over the internet is completely secure.

You can ask us to access, correct or delete the information you submitted by emailing us. We will respond within a reasonable time.

This site is intended for adults and is not directed to children under 13.

If this policy changes, we will update the date at the top of this page.