The Bitcoin Professional Starter Kit
Nine practical templates and checklists to plan your buying, organize your records, prepare for self-custody, and protect family access — the boring, disciplined work that actually protects your Bitcoin.
One-time purchase · PDF + editable formats · Free updates · 14-day satisfaction guarantee
Owning Bitcoin is easy. Staying organized isn't.
Most people buy some Bitcoin and then leave the important parts to memory — no buying plan, no records, no backup strategy, no plan for what happens if something goes wrong. Years later, that disorganization is what causes real losses. This kit turns "I'll figure it out later" into a simple, documented system you can finish in a weekend.
Nine templates & checklists
Delivered as clean, fillable documents you can use again and again. Each asset is designed to help you make fewer decisions from memory.
1. Personal Bitcoin Policy
Define your reason for learning, time horizon, behavior rules during volatility, trusted sources, and review cadence.
2. DCA Planning Worksheet
Design a recurring-buy routine, pressure-test cash-flow comfort, and document what changes if income or expenses shift.
3. Exchange Comparison Checklist
Compare platforms on fee clarity, recurring buys, withdrawal controls, security, records, and support.
4. Hardware-Wallet Prep Checklist
Get ready before setup: purchase hygiene, private setup environment, core concepts, and test-transaction preparation.
5. Seed-Backup Planning Worksheet
Plan backup media, storage locations, recovery-test cadence, and change logs without recording secret words digitally.
6. Inheritance Discussion Guide
Help your household know what exists, who to call, what not to share, and which professional questions need attention.
7. Annual Security Review
Review accounts, wallets, records, emergency contacts, and whether your setup has outgrown your old habits.
8. Bitcoin Recordkeeping Template
Track buys, transfers, documents, fees, and annual review questions without storing passwords or account numbers.
9. 90-Day Implementation Calendar
Move from scattered intentions to a paced plan: basics, platform comparison, records, security, backups, and family access.
Who it's for
- Working professionals who want to be organized, not obsessive
- People who already own some Bitcoin and feel disorganized
- Anyone preparing for self-custody or family planning
- DIY learners who want structure without a coach
Who it's not for
- Traders looking for signals or price calls
- Anyone wanting someone else to manage their Bitcoin
- People seeking individualized investment or tax advice
- Those who want a done-for-you setup (see private education)
Built for real use, not a pretty download folder
The kit is organized so you can print it, customize it, or work through it digitally while keeping sensitive information offline.
Printable PDFs
Clean worksheet versions for focused offline completion and family conversations.
Editable documents
Word/Google Docs-ready formats for policies, guides, and review notes you want to customize.
Spreadsheet templates
Recordkeeping and implementation calendar files for ongoing review and tax-prep organization.
What you can finish first
You do not need to reorganize your entire financial life in one sitting. The kit gives you a safe order of operations.
Set your rules before the market tests them
Start with the Personal Bitcoin Policy and DCA Planning Worksheet so your process is written down before price moves or headlines create pressure.
Choose tools with a scorecard
Use the exchange and hardware-wallet checklists to compare options by features, withdrawals, security, records, and trade-offs instead of affiliate hype.
Separate records from secrets
Set up recordkeeping and backup planning without typing seed phrases, passwords, private keys, API keys, or account credentials into any file.
Bring your household into the plan
Use the inheritance discussion guide and annual review checklist so family access, professionals, and emergency next steps are not improvised later.
One-time $29. Secure checkout. After payment you'll get delivery by email and Drive access to all nine templates.