Interactive Planning Approach
Prepaid cards can offer medium to high privacy depending on how they are purchased and funded. Learn best practices and pitfalls.
Fee Only Financial Planning
Privacy Depends on Funding: Privacy is higher when cards are bought and loaded with cash. Cards purchased online or linked to your identity reduce anonymity.
Fiduciary Financial Planning
Typical Limitations: Prepaid cards often have spending caps, higher fees, and more declines compared with bank cards.
Professionals Only, No Salespeople
Operational Tips: Use a reputable wallet, confirm settlement times, and avoid reusing addresses across multiple purchases.
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.
