Book A Consultation

Please enable JavaScript in your browser to complete this form.

👉 About You

What is your name?

What is your name (First/Last)

What is your email address? *

something@something.com

Phone Number

What is your phone number ###-###-####

How would you describe your experience with digital assets?Beginner (limited experience)Intermediate (comfortable using exchanges/wallets)Advanced (self-custody, multiple wallets)

How confident are you in accessing your assets today?Very confidentSomewhat confidentNot confidentUnsure

What types of digital assets do you currently use?

• Exchange accounts (Coinbase, Kraken, etc.)
• Hardware wallets (Ledger, Trezor)
• Software wallets (mobile or desktop)
• NFTs / digital collectibles
• Other

Check all that apply.

Approximately how many platforms or wallets do you use?1-23-56+Not Sure

Exchanges, DeFi, Self Custody Wallets

know you how

Approximate total value of digital assetsUnder $5,000$5,000–$25,000$25,000–$100,000$100,000+Prefer Not To Say

This question allows us to estimate the scale of your Digital Asset ownership and recommend the level of services that should be recommended.

Where is your access information currently stored?Written down (paper)Password managerMemory onlyStored digitally (notes/files)Multiple locationsNot organized

Helps us decide what security best practices you currently have currently and what recommendations should be made for total security.

If you lost access today, how confident are you that you could recover your assets?Very confidentSomewhat confidentNot confidentUnsure

If something happened to you, would someone you trust know you have digital assets?YesNoNot Sure

Would they know where to find them?YesNoNot Sure

Would they know how to find/locate the digital assets information if needed?

Would they know how to acccess them?YesNoUnsure

Do they know how to use exchanges, wallets or any other storage to recover your assets?

Have you identified a trusted person who could assist if needed?YesNoNot Yet

Do you currently have documented instructions for accessing your digital assets?Yes, clearly documentedPartially documentedNoNot Sure

Are you currently working with an attorney or estate planner?YesNo

Which of the following apply to you?

• I’m not sure everything is documented
• I’m concerned my family wouldn’t know what to do
• I don’t have a recovery plan
• I may have single points of failure
• I want a professional review
• I’m working with an attorney

Check all that apply.

Preferred consultation typeVirtual (Video)In PersonNot sure

This helps us better understand your preferences for further consultation and/or recommendations.

Get My Digital Asset Risk Snapshot

Short Intro
FintechDRO offers private consultations for individuals, families, and professionals who need greater clarity around digital asset organization, access planning, and continuity readiness. Each conversation is designed to identify practical next steps in a calm, structured, and security-focused way.

What to Expect
A consultation is intended to help you assess your current digital asset situation, identify operational gaps, and determine which level of support best fits your needs. Depending on your circumstances, the conversation may address asset inventory, access and recovery concerns, family continuity planning, or coordination with attorneys and other professionals.

Security Notice
For your protection, do not submit private keys, seed phrases, passwords, or other highly sensitive credentials through website forms, booking tools, or general email. Consultation requests should include only high-level planning information necessary to evaluate service fit and determine next steps.