Guided intake
Tell us what kind of help you need.
This helps us understand whether you need education, a guided wallet walkthrough, professional client support, or a safer next step before moving funds.
Contact Info
In-Person or Remote
We work with clients both ways.
Sessions are conducted in person at our Peabody, MA office or remotely via video call. Discovery calls are always free.
What to Expect
Three steps from message to discovery call
Step 01
Share Safe Context
Answer a few intake questions without sharing secrets, balances, wallet addresses, or account credentials.
Step 02
We Review the Fit
We use your intake to understand whether you need education, a guided setup, or professional client support.
Step 03
Have the Conversation
We talk through the safest next step. No custody, no pressure, no obligation.
