Who this is for
Households and individuals who hold assets across more than one wallet and want a single offline reference. You may be preparing for a family conversation, an estate plan, or simply tired of hunting through old messages for an address.
What happens during the session
We sit at a large table with your existing materials spread out. Together we identify each wallet, its purpose, approximate holdings, and where recovery information is stored. You write entries directly into a bound notebook using our section layout — wallet index, custody notes, exchange history, and net-worth summary pages.
Included
- Pre-printed notebook with dated section dividers
- Guided entry for up to eight wallet records
- Storage and update guidance sheet
- One follow-up email within 14 days for clarification questions
Not included
- Legal or tax advice (see our Not Financial Advice page)
- Recovery of lost seed phrases or passwords
- Digital backup or cloud storage setup
Preparation
Bring whatever records you already keep: printed statements, handwritten lists, screenshots on a phone (we will not connect it to any network), or exchange CSV exports on a USB drive you keep with you.
Next step
Contact us with your preferred date. Sessions are available Tuesday through Saturday.
