Interactive Planning Approach
Learn how P2P BTC buying works with escrow, how disputes are handled, and how to reduce fraud risk while staying private.
Fee Only Financial Planning
Why P2P Can Be More Private: You trade directly with another person. Many P2P markets use escrow to reduce counterparty risk.
Fiduciary Financial Planning
Anonymity Level: High (Still Pseudonymous): You may avoid sharing personal data with a centralized exchange, but on-chain transactions remain traceable.
Professionals Only, No Salespeople
Practical Safety Steps: Use escrow, verify trade terms, keep chat logs, and prefer reversible-risk-aware payment methods.
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.
