Crypto Cleanup™
Personal & LLC Portfolio Reset
This is a full-session Adult Studyhall focused on execution, not theory.
You will not learn what to buy.
You will learn how to organize, audit, secure, and govern what you already own.
This class walks you step-by-step through building a complete crypto management system using your real holdings.
What This Course Does
• Turns scattered wallets into a structured system
• Separates personal and business (LLC) portfolios
• Forces clarity through full asset documentation
• Installs governance (rules, roles, and policies)
• Identifies security gaps and operational risks
• Builds exit strategies and a 60-day execution plan
Course Breakdown
Lesson 1 — Opening / Disclaimer
Set expectations, operating mindset, and structure for the session
Lesson 2 — Why You Are Here
Understanding the difference between holding crypto and managing it
Lesson 3 — Module I: Capital Identity Reset
Separate personal vs LLC assets
List all wallets, exchanges, and devices
Establish clean structure before auditing
Lesson 4 — Module II: Full Digital Asset Audit
Document every asset, location, and ownership
Assign status: Hold, Exit, Research, Remove
Identify dead weight and concentration
Lesson 5 — Module III: Portfolio Governance Framework
Create your investment policy
Define risk, liquidity, and rebalance rules
Assign a role to every asset
Lesson 6 — Module IV: Wallet Governance Charter
Build structured files for each cold wallet
Document device pairing, storage, and access
Introduce Iced Out Day™ maintenance
Lesson 7 — Module V: Capital Pressure Test
Run real-world failure scenarios
Identify gaps in access, recovery, and security
Create a fix list with priorities
Lesson 8 — Module VI: Exit Ladders + 60-Day Lock
Build structured exit plans
Define where funds go after selling
Lock in your next 60 days of action
Lesson 9 — Closing + Q&A
Final review, reinforcement, and clarity
Included Learning Companions
• Full Class Presentation Slides
• Crypto Cleanup™ Execution Checklist
• Crypto Cleanup™ Prompt Companion
• Crypto Cleanup™ Execution Pack (Binder System)
These tools help you execute faster, stay organized, and repeat the system over time.
Outcome
By the end of this session:
• Your portfolio is fully documented
• Your wallets are structured and governed
• Your risks are identified
• Your exits are planned
• Your next steps are clear
You are no longer holding crypto.
You are operating a system.
-
9 Videos
-
0 Quizzes
-
0 Worksheets
-
5 Files
-
OPENING | DISCLAIMER
-
Why You're Here & More
-
MODULE I | Capital Identity Reset
-
MODULE II | Full Digital Asset Audit
-
MODULE III | Portfolio Governance Framework
-
MODULE IV | Wallet Governance Charter
-
MODULE V | Capital Pressure Test
-
MODULE VI | Exit Ladders + 60-Day Lock
-
Closing | Q&A
-
CLASS PRESENTATION SLIDES
-
Crypto Cleanup(TM) Execution Checklist
-
Crypto Cleanup(TM) Prompt Companion (Great co-pilot prompts with your AI bot)
-
CRYPTO CLEANUP™ EXECUTION PACK (Great for crypto binnder)