How It Works
From quiz to formation to specialist introductions. Here's the full process with clear boundaries at every step.
The Full Process
Complete the Threat Model Quiz
Answer 4-5 questions about your exposure level, urgency, complexity, and support preferences. Get an instant tier recommendation.
Take the quiz →Review Your Tier and Pricing
See what's included in your recommended tier and pricing. Decide if you want to proceed DIY, with formation support, or with full concierge service.
See pricing →Contact (if not DIY)
Email to discuss your specific situation. We'll review your threat model and create a next-step plan.
Contact →Pay and Complete Intake
After the consult, you'll receive an invoice and intake questionnaire. The intake covers your current entities, exposure points, and goals.
Formation or Introductions
Depending on your tier: I'll guide you through private company formation, make introductions to specialists, or both.
Follow-up and Next Steps
After formation or introductions, you'll receive a next-step plan. For Concierge tier, I provide ongoing coordination as needed.
Clear Boundaries
At every step, I'm clear about what I do and don't do:
- ✓Educational guidance on privacy-minded formations
- ✓Introductions to vetted specialists (no referral fees)
- ✓Compliance-first approach to all formations
- ✗Legal or tax advice (I'm not an attorney or CPA)
- ✗Help with evasion, KYC avoidance, or illegal concealment