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Wealthy Wednesday Coffee Hour is happening in 3 days
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We are LIVE! The 2026 ADU Roadmap Workshop
The doors are officially open! Join me and Jonathan Mitchell from ADU Pals as we break down exactly how to navigate San Diego’s new zoning shifts and build high-ROI units this year. We’re diving into: - ✅ The 2026 Compliance Checklist - ✅ Design strategies to maximize your square footage - ✅ A live San Diego case study (dirt to doors!) Time: 1:00 PM – 2:00 PM PST Join the meeting here: https://meet.google.com/qai-paed-afu See you inside! ☕️
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Stop paying interest first. Start paying principal first. 🏠💰
Are you tired of the traditional 30-year mortgage trap? In this video, we sit down with Mason Maurer, Vice President at Northpointe Bank, to break down the AIO (All-In-One) Loan—a game-changing 1st-lien HELOC connected to an FDIC-backed checking account. For real estate investors, entrepreneurs, and high-income earners, this isn’t just a mortgage; it’s a powerful liquidity tool. Imagine your rental income or business profits immediately offsetting your loan balance the moment they hit your account, saving you tens of thousands in interest—all while keeping that cash 100% accessible for your next flip, ADU build, or investment project. https://youtu.be/MYnG5KmLa1I
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Welcome!
👋 Welcome to The Funding Lab Most lenders are quick to sell you a loan—if you’ve got a W-2 and a high credit score. But the real question is: Is this the right funding strategy for your life, goals, and situation? In The Funding Lab, we’re not here to push products. We're here to help you design a smart, personalized path to funding—whether you’re self-employed, a business owner, or navigating non-traditional income. 🧪 This is where we experiment, learn, and build strategies that work for you—not just the bank. You deserve more than approval. You deserve a plan that aligns with your vision 💼 🚀 Your First Move: Drop a quick intro below! 👇 - Who are you? - What kind of income or business do you have? - What’s your #1 funding goal right now? We’re here to help you get strategic and get approved. Let’s get to work.
The 2026 ADU Roadmap:
How to build smart in San Diego 📍 Navigating the ADU process in San Diego County can feel like a moving target especially with the recent 2026 zoning shifts and permit updates. If you're planning to build this year, you don't want to "guess" your way through the design or compliance phase. A single mistake in the permitting stage can set a project back months (and thousands of dollars). I’m hosting a Live Technical Workshop next week to pull back the curtain on how we’re currently helping clients design and build high-ROI units in this market. We will be diving into: - The 2026 Compliance Checklist: What the county is looking for right now. - Design for ROI: How to maximize square footage without blowing the budget. - Live Case Study: A quick look at a recent San Diego build from dirt to doors. Workshop Details: 🗓 Date: Wednesday, March 18th 🕐 Time: 1:00 PM – 2:00 PM PST 🎤 Host: Jonathan Mitchell, ADU Pals
The 2026 ADU Roadmap:
Replay
Hey Everyone, I just uploaded the Replay for this week’s workshop so if you missed please feel free to check it out.
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