Interactive Planning Approach
A security-first checklist for buying BTC without KYC: wallet control, device safety, and trade validation.
Fee Only Financial Planning
Wallet Control: Never share seed phrases. Verify you can receive and spend from your wallet before larger buys.
Fiduciary Financial Planning
Trade Hygiene: Start small, use escrow where possible, and beware off-platform communication requests.
Professionals Only, No Salespeople
Device Safety: Keep software updated, avoid unknown browser extensions, and store recovery phrases offline.
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.
