Our Services
We provide independent, fee-only Bitcoin education and consulting across four core areas. Every engagement is tailored to the client. We do not manage assets, execute trades, or provide personalized investment advice. All investment decisions remain with the client and their licensed advisors.
Bitcoin Strategy Assessment
ONE-TIME ENGAGEMENT
For individuals, families, or advisors who want a clear-eyed evaluation of where they stand and what options exist.
Includes a 60-minute deep-dive consultation, portfolio review with Bitcoin allocation analysis and considerations, a position sizing framework based on your risk tolerance and time horizon, and education on the full spectrum of exposure structures: self-custody, ETFs, equity exposure, and hybrid approaches. You leave with a written summary of strategic considerations and next steps.
Ideal for someone exploring Bitcoin or already holding it who wants to understand the landscape, or an advisor seeking a knowledgeable resource for a client conversation.
Custody & Security Design
ONE-TIME ENGAGEMENT
For investors holding meaningful Bitcoin positions who need to get custody right.
Includes a full custody architecture review or design, evaluation of singlesig, multisig, and collaborative custody models, key management and backup planning, an inheritance and estate access framework, and a written custody plan with implementation guidance.
Ideal for anyone who has moved beyond small amounts and wants institutional-grade security without institutional complexity.
Ongoing Advisory Retainer
MONTHLY / QUARTERLY
For clients who want a trusted, long-term Bitcoin resource on call.
Includes quarterly strategy reviews covering allocation considerations, custody, and market context. Coordination with your existing wealth team including your CPA, estate attorney, and financial advisor. Priority access for questions, market events, and decision support. Ongoing custody monitoring and upgrade considerations. Education on tax-efficient strategies and portfolio considerations.
Ideal for high-net-worth individuals, families, and family offices who want ongoing expert perspective as their position evolves.
Specialist Partnership for Advisors
FLEXIBLE ENGAGEMENT
For independent advisors and wealth management firms whose clients are asking about Bitcoin.
We partner with advisory teams as an extension of their practice. When a client or their family has questions about Bitcoin, we provide Bitcoin education and research support so you can deliver a thoughtful, informed response without stepping outside your core competency. Co-consultation on client engagements where you stay in the room. Educational resources and market research for your team. Flexible engagement on a per-client or retainer basis.
Ideal for advisors who want to say “yes” to client Bitcoin questions without building the expertise internally.
How We Charge
Focal Point operates on a fee-only basis. We do not custody assets, sell products, or earn commissions. Our pricing is flat-fee and retainer-based, tailored to the scope of each engagement. We will discuss specifics during your free consultation.
Focal Point Consulting Services provides educational consulting, research, and strategic frameworks related to Bitcoin. We do not provide personalized investment advice, manage client assets, execute transactions, or act as a registered investment adviser. All investment decisions remain solely with the client and their licensed financial professionals.