At the end of the Session, our goal is for the participants to have a transformative overview of the digital asset space, understand the basics of Crypto, feel at ease, and confident that they have a game plan moving forward, whatever they choose to do
.
Welcome & Discovery: We'll start with a relaxed chat to get to know each other and understand what brought you here.
Your Financial Picture: We'll explore your current financial landscape and goals, thinking about your finances like a house with its foundations.
Education: Crypto Basics: We'll demystify crypto with simple analogies and cover the basics of security, custody, diversification, and different mindsets. We'll also touch on how Wealth99 makes it safe and simple for you.
First Step Planning: We'll discuss comfortable entry points if you're ready to dip your toe in, exploring options like starter bundles or individual assets.
What's Next?: I'll answer all your questions and outline clear, no-pressure next steps, whether that's exploring further education, reviewing bundle options, or booking a second, deeper dive session.
Complimentary. The value of the session is $499 and we may charge for these in the near future. Take the opportunity while it is available
Wealth99 charge a buy and sell fee of 0.5% on each buy or sell transaction. Wealth99 also charge a membership fee of 0.95% Assets Under Management which covers the cost of Licensed Insured Custody with Zodia.
Follow the instructions on how to set up an account at: https://docs.google.com/document/d/1GUceqo6rZIg4gGP4zJr9KNaA2yBvqujxfWQCRqeQ-3o/edit?tab=t.0
No, there is no obligation. This is an education session for you to gain knowledge about digital assets along with your investing style.
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