For individuals and families
Bitcoin Risk Assessment
A structured review of how you hold your bitcoin, and a clear, prioritised list of what to fix.
Most people’s bitcoin setup grows in layers: an exchange account from years ago, a hardware wallet bought after a scare, a seed phrase written on a card and put somewhere safe. Each decision made sense at the time. Together, they often leave gaps no one has looked at.
A risk assessment looks at the whole picture at once.
How it works
- You answer a questionnaire about how your bitcoin is held. It never asks for keys, seed phrases or passwords.
- We review it together on a call, so I understand how things really work day to day.
- You receive a written report listing each risk, how serious it is, and the specific fix, ordered by what to do first.
Where the report finds gaps, you can fix them yourself, or we can work through them together.
Please note: this is for educational purposes only. I'm not a financial advisor and I don't know your specific needs, goals and risk tolerance, so I won't make recommendations for your financial decisions. Start with an amount you're willing to lose entirely, and combine what you learn from me with your own research to make your own decisions.
What we cover
- Where your bitcoin is held, and who else could move it
- Single points of failure in your backups
- Exchange and custodian exposure
- Device, email and password security
- Physical security and privacy
- Whether your family could recover it
Questions people ask
Do you need access to my wallets?
No. The assessment looks at how your setup is arranged, not at your keys. You'll never be asked for a seed phrase, a password or a private key, and anyone who does ask is scamming you.
Who is this for?
Anyone whose bitcoin has grown to the point where losing it would really hurt, and who wants a second pair of eyes on their setup.
Ready when you are
A structured review of your custody, backups, security and inheritance readiness. You get a written report of the gaps, ranked by what to fix first.
Not sure where to start?
Book a free intro call. Tell me where you are with Bitcoin and I'll tell you honestly whether and how I can help.