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// Crypto Onboarding

Secure Crypto Setup

Get set up on Coinbase and learn the basics of self-custody wallets. Security-focused. No investment advice.

Important: This is technical setup help only. We do not provide financial, investment, or tax advice.

Exchange Setup

We create your Coinbase account together, complete identity verification, and cover adding payment methods and security settings.

  • Account creation and KYC
  • Two-factor authentication
  • Recognize phishing attempts

Self-Custody Basics

Want to control your own keys? We set up a simple wallet and do a small test send so you understand addresses and confirmations.

  • Coinbase Wallet or hardware wallets
  • Recovery phrase storage
  • Practice transactions

Security First

Clear guardrails without jargon. We stick to basics that reduce risk and help you stay safe.

  • Never share recovery words
  • Verify addresses before sending
  • Avoid support scams

What You Get

  • Coinbase account ready to use
  • Optional self-custody wallet set up with a test transaction
  • One-page checklist for security basics and next steps

We never hold funds or keep recovery information. Technical help only.

Common Questions

Do you give financial or investment advice?

No. This is purely technical help with account and wallet setup, security basics, and safe usage.

Do you ever handle my funds or keep my seed phrase?

No. You control your accounts and keys at all times. We never store, photograph, or retain secrets.

What platforms and wallets can you set up?

Coinbase (exchange account), Coinbase Wallet (self-custody), Cake Wallet, and common hardware wallets like Ledger/Trezor.

Can you move assets from Coinbase to a self-custody wallet?

Yes, we can walk you through a small test send and the standard withdrawal flow so you understand the steps.

What do I need to bring?

A government ID for exchange KYC, your phone, and any hardware wallet you want to use. We'll provide simple storage guidance for recovery words.

Is this for individuals or small businesses?

Either. The process is similar. We'll tailor the security basics to your situation.

Ready to Get Started?

Book a session to get set up safely. Technical help only—no investment advice.

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