Interactive Planning Approach
Bitcoin ATMs vary by operator and region. Many require phone verification or ID. Learn how to evaluate privacy, fees, and limits.
Fee Only Financial Planning
Why Many ATMs Are Not Fully Anonymous: In many places, operators require phone verification or ID scans, which lowers anonymity.
Fiduciary Financial Planning
Fees and Exchange Rate Spread: ATMs can be convenient but commonly charge higher fees and wider spreads than online options.
Professionals Only, No Salespeople
Before You Use an ATM: Check verification requirements, maximum purchase limits, and whether receipts or logs link to your phone number.
Achieving Your Vision
Tip: keep purchases separated by purpose, use fresh receiving addresses, and avoid reusing wallets or addresses across unrelated activity.
How Can Our Team Help You to Reach Your Goals
Learning About You
Schedule a 30-minute call with our professional to discuss your goals and how we can help. This phone or Zoom call also outlines who we are and our process.
Organized Meeting
Meet with our team to gather the necessary data for your Financial Plan. We’ll discuss your finances, lifestyle, and goals, including investments, assets, expenses, and income.
Plan Meeting
Our advisor will present your personalized financial plan, ensuring it aligns with your evolving needs and goals, and provide clear steps to help you reach your financial objectives.
Implementation
Your advisor will send a copy of your plan with an actionable list of recommendations. We’ll implement and manage these, keeping you updated.
