Establish your own relationship with a CFP® and Certified Digital Asset Advisor (CDAA) who will get to know you and your unique situation. They will work with you to design a financial life plan using the process mentioned in our Financial Planning Services page. Because you’ll have a continuous relationship with someone who knows YOU, you won’t have to start from scratch every time you need some guidance or assistance.
We look at your financial situation holistically and help you integrate crypto into your life, helping you to optimize the asset class in a way that it works for you and your goals.
Crypto-related Services Included:
Other Financial Planning Services Included:
Includes everything inside our Crypto Foundation package, plus: