Terms of service

Last Updated: 8/8/2025

1. Welcome

Thanks for booking a session with me! Before we meet, I need to lay out the ground rules so you know exactly what to expect. This page is here to protect both of us. I keep it as straightforward as possible, but there’s also a little legal-speak at the bottom because… well, lawyers.

By booking a session, you agree to these Terms of Service. If you have any questions about anything here, just ask me before our session.

2. Scope of Services

  • These sessions are for educational and informational purposes only.

  • I’m here to give you general guidance, resources, and insight based on my experience and research, not to act as your real estate agent, mortgage lender, attorney, CPA, or financial advisor.

  • Nothing shared in our session should be taken as legal, financial, or tax advice.

  • You are responsible for verifying any information before making real estate or financial decisions.

3. No Client/Agency Relationship

  • Booking a session with me does not create a real estate agent-client relationship, even though I am a licensed real estate professional.

  • If you want formal representation in a purchase or sale, you must sign a written agreement with a licensed real estate agent in your state.

4. Accuracy & Limitations

  • I make every effort to share accurate, up-to-date information, but real estate markets, lending programs, and laws can change quickly.

  • I cannot guarantee that all information will remain current or apply to your exact situation.

5. Confidentiality

  • I will keep your personal information private unless required by law.

  • I may use general, non-identifying details from our session as examples in my content or training, but never in a way that would identify you personally.

6. Payment, Rescheduling & Cancellations (for paid sessions)

  • Payment is due at the time of booking.

  • You may reschedule up to 24 hours before your session without penalty.

  • No refunds will be issued for no-shows or cancellations made less than 24 hours in advance.

7. Limitation of Liability

  • You understand and agree that I am not responsible for any actions you take — or don’t take — based on the information provided in our session.

  • I am not liable for any losses, damages, or negative outcomes that may result from your decisions.

8. Governing Law

These Terms are governed by the laws of the State of Texas, without regard to its conflict of law provisions.

By booking a session, you confirm that you have read, understood, and agreed to these Terms of Service.