Interactive Planning Approach
No-KYC routes can add fraud risk. Learn typical scams, escrow mistakes, and how to reduce losses.
Fee Only Financial Planning
Higher Fraud Surface: Less verification can attract scammers. P2P trades can fail without escrow and clear terms.
Fiduciary Financial Planning
Payment Reversal Risk: Some payment methods can be reversed. Sellers may demand irreversible payments; buyers should document everything.
Professionals Only, No Salespeople
Mitigation Checklist: Use escrow, start with small amounts, confirm wallet control, and never share seed phrases or private keys.
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.
