1-on-1 Call (1 hour)

Schedule a call with me to help you with your crypto or stock portfolio needs. This isn't a call for stock or crypto buy/sell recommendations. This is to help you on questions you may have in setting up a portfolio, using tools, strategies, and questions you may have in regards to these topics.

We will discuss your personal goals and what you're looking to accomplish financially. Discussions on income, debt, and how to tailor a personalized plan for you.

We can discuss any of the following and what to expect:

• 1 hour call
• Discuss your income, debt situation, and current assets
• Personalized plan on attacking bad debt (if any)
• What crypto strategy is right for you?
• What stock strategy is right for you?
• Options and Stocks
• Yield farming - what pairs fit your risk profile?
• How much capital should you use to invest in stocks and crypto?
• Stock/crypto portfolio setup depending on your risk profile. (no stock/crypto buy/sell recommendations)
• Preferred brokers in crypto and stocks
• How to setup a DeFi wallet and proper safeguards in doing so
• Walk through in setting up your stock/crypto brokerage
• Yield Farming walkthrough and setup in real time