Example Topics:
Wallet Setup & Security Audit: Explaining to a client the process to set up a non-custodial wallet, explain key concepts like seed phrases, and review security best practices.
Basic Tax Preparation Consultation: Explaining to a client the process of organizing their crypto transactions for their accountant or tax software. This service is purely advisory, not tax filing.
*** If hourly consultation is believed to exceed “10 hours” per month please review our “Retainer Package” below. ***
Retainer Package: For clients who need constant consultation that provides a predictable and ongoing advisory in the form of advisory calls or emailed summaries, in-person or virtual meetings, weekly briefs, and monthly updates. This will provide a stable stream of information for the client and it will also ensures that the client has access to support without being on the clock for every question.