Retirement Reserve Consultation
A guided session to build your first handwritten reserve log, label offline wallets, and document allocation buckets for long-term retirement holdings.
Who this session is for
This consultation suits savers who already hold Bitcoin, Ethereum, or other assets in hardware wallets, paper wallets, or air-gapped devices—and want a durable paper record that survives decades without relying on any software vendor.
You may be approaching retirement, planning generational transfer, or simply tired of scattered sticky notes that no one else can interpret.
What you receive
During a three-hour session at our Daejeon office or via encrypted video call, your specialist will:
- Review your current cold-storage arrangement without plugging devices into any computer
- Help you draft wallet labels using plain-language descriptions (device model, seed location, address ranges)
- Set up a reserve log binder with dated entries for each allocation bucket
- Walk through a recovery drill on paper so your designated heir understands the sequence
- Provide a printed quick-reference sheet for your safe deposit box
What is not included
We do not purchase cryptocurrency on your behalf, recommend specific coins, or connect your wallets to exchange accounts. We do not store copies of seed phrases. Tax reporting and legal estate planning remain your responsibility—we document holdings, we do not advise on investment strategy.
Process and preparation
- Before arrival: Gather your existing notes, wallet purchase receipts, and a list of devices you use. No seed phrases are needed in the session unless you choose to reference them privately.
- First hour: We map your current holdings structure and identify gaps in your paper trail.
- Second hour: Together we draft reserve log entries and cross-reference address labels.
- Final hour: We run a tabletop recovery exercise and finalize binder organization.
Timeline
Most clients complete their initial reserve log in one session. Complex multi-sig or multi-device setups may require a follow-up review, which we quote separately.
Next step
Request this session with your preferred date, or call us to discuss whether your situation fits this format.