Privacy Policy

What we collect

When you sign up for the free Blueprint or our newsletter, we collect your first name, your email address and the page you signed up from. When you book a call or start an intake, the scheduling or intake service collects what you enter there. Like most websites, our hosting provider records basic technical information such as your browser type and IP address to keep the site secure and running.

How we use it

We use your information to send the downloads you asked for, our monthly newsletter, and follow-up emails about our services. Your contact details are stored in our client relationship system so our team can respond to you. We do not sell, rent or trade your personal information.

Your choices

Every email includes an unsubscribe link, and you can opt out at any time. To ask what we have on file, correct it, or have it deleted, email [email protected] or call 301-945-8300.

Other sites

Links to scheduling, intake, application and other outside sites are governed by those sites' own privacy policies.

Contact

Money Experts, Marcus Prescott Eligan, Upper Marlboro, Maryland. [email protected] · 301-945-8300