Interactive Planning Approach
Bitcoin is pseudonymous: identities are not built in, but transactions are public. Learn what no-KYC can and cannot do.
Fee Only Financial Planning
Pseudonymous by Design: Bitcoin addresses are not names, but the blockchain is public. Analysis can cluster addresses and connect activity.
Fiduciary Financial Planning
Where Linkage Happens: Deposits from identifiable payment rails, address reuse, and centralized custody can create linkability.
Professionals Only, No Salespeople
Better Privacy Habits: Use fresh addresses, avoid address reuse, separate wallets for different purposes, and verify withdrawal addresses carefully.
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.
