Self-paced · Digital download

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.

Get the Kit — $29 See what's inside

One-time purchase · Instant digital download · 14-day satisfaction guarantee

The problem

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.

What's included

Nine templates & checklists

Delivered as clean, fillable documents you can use again and again.

1. Personal Bitcoin Policy

A one-page template to define your own rules: goals, time horizon, and how you'll behave in volatility.

2. DCA Planning Worksheet

Design a recurring-buy routine — amount, cadence, platform, and where funds settle.

3. Exchange Comparison Checklist

Evaluate platforms on fees, features, withdrawal support, and security — objectively.

4. Hardware-Wallet Prep Checklist

Everything to have ready before you set up self-custody, step by step.

5. Seed-Backup Planning Worksheet

Plan how and where your recovery information is stored and tested — safely.

6. Inheritance Discussion Guide

The conversation and documents your family needs so access isn't lost.

7. Annual Security Review

A yearly checklist to keep your setup healthy as your holdings grow.

8. Bitcoin Recordkeeping Template

Track purchases and cost basis to save yourself headaches later.

9. 90-Day Implementation Calendar

A paced plan so you actually finish — a little each week.

Security note: these worksheets help you plan. Never write your actual seed phrase, private keys, or passwords into any file you store on a computer or in the cloud, and never share them with anyone — including PYMTW.

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)
A look inside

Clean, professional, ready to use

Personal Bitcoin
Policy — preview
DCA Planning
Worksheet — preview
Annual Security
Review — preview

Preview images are placeholders; final document previews will appear here before launch.

Launch offer
Bitcoin Professional Starter Kit
$29
One-time · All nine templates · Free updates
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14-day satisfaction guarantee.

Availability: the Starter Kit templates are being finalized for release. Purchasing opens once secure checkout is connected — the button above adds you to the launch list. We won't charge you until the kit is available.

Starter Kit FAQ

What format are the templates?
Clean, fillable documents (PDF and editable formats) that work on desktop and mobile. You keep them forever and get free updates.
Is this investment advice?
No. These are organizational and planning templates. Nothing here is individualized investment, tax, or legal advice. See our Educational Disclaimer.
Do I put my seed phrase in these files?
No — never. The worksheets help you plan your backup approach. Your actual seed phrase should never be typed into any digital file or shared with anyone.
What's the refund policy?
A 14-day satisfaction guarantee applies where materials haven't been substantially downloaded. See Policies.