Interactive Planning Approach
Understand no-KYC exchanges for BTC: what they verify, typical limits, custody risks, and why on-chain activity is still pseudonymous.
Fee Only Financial Planning
What "No-KYC" Usually Means: Some services allow limited purchases or swaps without uploading identity documents. Limits, payment rails, and regions vary.
Fiduciary Financial Planning
Anonymity Level: Medium: Even if a platform does not ask for ID, Bitcoin activity is pseudonymous and may be linkable through deposits, withdrawals, and reuse of addresses.
Professionals Only, No Salespeople
Safety Checklist: Prefer non-custodial flows when possible, use a fresh receiving address, and avoid leaving funds on any platform longer than needed.
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.
