Crypto is Easy Newsletter

Talk crypto, investing, portfolio strategy, altcoins, diversification, and anything else you want to talk about.

30-Minute Consultation

15 Minute Consultation

45 Minute Consultation

I will review your crypto portfolio and give you my input as part of a four-step process after you book the appointment:

1. You send me your portfolio to mark@markhelfman.com (my email).
2. I review your portfolio before our call.
3. We talk about your allocation and your goals. I'll give you my feedback and observations.
4. I send you an email summary of the discussion and some steps you may want to take moving forward.

The call is step 3. Once you book the appointment, I'll connect with you in advance of the call to review steps 1 and 2.

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