Let’s Connect!
A question is a good place to start.
You don’t need a finished plan or the right mortgage terminology. Tell us what you’re thinking about, and we’ll help you identify a useful next step.
Talk with Kim
Let’s make it personal.
Kim leads borrower conversations and mortgage questions. Choose whichever way of getting in touch feels easier.
858-729-4688Email Kim12230 El Camino Real, Suite 100San Diego, CA 92130
A useful first conversation
Bring what’s on your mind.
- What you would like to accomplish.
- Your timing and any real deadlines.
- The questions or concerns you want explained.
- Who else you would like involved in the conversation.
You can start with a general question. If reviewing documents makes sense later, we’ll explain how to share them through an appropriate secure channel.
Please do not email Social Security numbers, account numbers, financial statements, or other sensitive documents.
What happens nextBefore you reach out.
Can I speak with you before I’m ready to apply?
Yes. Understanding your options is a worthwhile next step on its own. There is no obligation to move forward because you asked a question.
Can I include a family member or advisor?
Yes. Let us know who you would like involved. We respect the borrower’s choices and the roles of the people supporting the decision.
I’m a professional with a client scenario. Where should I begin?
Start with a general description of the mortgage question without identifying the client or sending private documents. We can discuss a suitable next step together.
Read about professional relationships