Interactive Planning Approach
Compare typical fees, spreads, and purchase limits across P2P, ATMs, prepaid cards, and no-KYC exchanges.
Fee Only Financial Planning
Why Fees Can Be Higher: Extra privacy and convenience can increase fees, spreads, or both.
Fiduciary Financial Planning
Method-by-Method Expectations: ATMs often have higher spreads; P2P pricing depends on market; prepaid card routes can have processing fees.
Professionals Only, No Salespeople
Optimization Tips: Compare totals, not just headline price, and account for network fees and confirmation times.
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.
