Pre-Consult Questionnaire

Full Name

Cell Number

What best describes your level of experience?

I am new to crypto (less than 12 months) and just figuring things out. I have been investing for 12+ months but only exchanges like Coinbase. I can access the primary markets. I’m comfortably using the primary markets and DeFi but I just want more consistency.

How much liquid capital do you have to deploy into crypto?

What are the main problems you are trying to solve right now?

My crypto is just sitting idle on an exchange or in cold storage not producing income. The market feels too unpredictable lately and my results have been too inconsistent. I do not have the time or crypto-native expertise to sort real income producing opportunities from hype and scams. I already have a portfolio but it feels messy and I don't know how to income producing portfolio. I have been burned before or know people who have and I want a trusted crypto-native consultant or team to help keep me safe.

Over the next 12-24 months what is most important to you?

Building a portfolio that generates a consistent 20 - 40 percent instead of sitting idle on secondary exchanges I need help investing in crypto where my money can grow steadily in flat or uncertain markets I don’t want my portfolio to feel so random, like a gamble. I want a plan that includes high upside opportunities without exposing my whole stack.

Anything specific you want me to focus on in the consultation? (Questions, request or anything else you’d like me to know):

I'm interested in...

Crypto Investing

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