Reserve Your Seat!

Learn how to take control of your finances once and for all


  • Know what you are spending

  • Get out of debt

  • Create an Emergency Fund

  • Develop a retirement strategy

  • Master your Personal Family Budget

  • Pay off your mortgage

By following the steps outlined in this course you will begin to see an immediate financial improvement ….Guaranteed!

Preparing for your mortgage begins with a sound financial plan. Financial planning 101 requires a base understanding of what you spend, what you earn and what you save. We are here to help!


SmartFinances4Life gives you the tools to architect your financial future. 

Online Class: Free 12/19/2020 5:30pm

Smart Finances 4 Life!
"We are here to guide you out of the debt we just got you in!"
Paul Tollefson - Mortgage Loan Strategist
Monthly Family Budgeting and Wealth Building Classes

Tollefson Lending Team

Luxury & Second Home Financing Specialist

123 Highland Ln.

Mill Valley, CA 94941

O: 415.691.7325 | C: 971.998.4758 


  • LinkedIn Social Icon
  • Facebook Social Icon
  • Twitter Social Icon
  • Instagram

3092 North Lake Boulevard, Suite 4

Tahoe City, CA 96145

10-day close offer only valid for Fannie Mae Purchase Loans after verification of information submitted to Desktop Underwriter.

Synergy One Lending is an Equal Opportunity Employer EEO is the law.

Synergy One Lending, Inc. NMLS #1907235

Corporate HQ:

3131 Camino Del Rio N #150

San Diego, CA 92108

(888) 995-1256

© 2020 by  The Tollefson Lending Team.