Private personal finance &
fintech solutions.

Most engagements start with a short intake call where we map your goals, current setup, and constraints. From there you get a written scope covering the specific services, deliverables, and timeline. Engagements can be a single project (for example, a debt payoff plan or a Bitcoin wallet setup) or an ongoing advisory relationship, and everything you pay for is defined up front.

Pricing depends on the service area and scope. Focused education sessions and single calculations are priced per session, while multi-service programs are quoted as fixed-scope projects after the intake call. We don't quote over email, because a fair price has to match the actual work. Reach out and we'll give you a straight answer quickly.

Only where you explicitly choose to grant it, and only to the extent the service requires. For most work we operate on information you provide: statements, records, and public blockchain addresses. We never ask for your seed phrase or private keys, and we do not hold, transmit, or custody client funds or bitcoin. If a service would require us to handle money, we'll tell you that before you commit.

We collect only what the engagement requires, keep it out of shared systems, and delete it when the work is done unless you ask us to retain it. Your documents and records never become product data, and we don't sell or share client information with third parties. For sensitive work we can use encrypted file transfer and private dashboards.

Both. Individuals typically engage for budgeting, debt payoff, retirement planning, credit education, or Bitcoin self-custody. Businesses usually come to us for Bitcoin payment integration, employee financial literacy workshops, record organization, or building the financial systems that support growth. The same standard of work applies either way.

The intake call is usually available within a few business days. Straightforward single-service engagements can begin right after scoping; multi-service programs typically start within one to two weeks. Book a session through the contact page or call us directly and we'll confirm your timeline.