Sample Digital Asset Health Check
SAMPLE / FICTIONAL — Casey North
This fictional household review covered two asset locations: one centralized exchange and one hardware-wallet setup.
Readiness result: NOT YET CERTIFIED — 53.8/100
Strengths: Strong multi-factor authentication, a dedicated crypto email, and consistent transfer checks.
Priority actions:
NOW — Build a continuity plan, define emergency authority, and prepare a trusted successor.
NEXT — Safely test recovery usability and reduce single-person dependency.
IMPROVE — Establish annual and event-triggered reviews.
Personal note from Geoffrey A. Wright:
“Casey, you have already built several strong habits. The most important next step is making sure someone you trust could act safely if you were unavailable. This is not about giving up control—it is about creating a clear, protected path for the people who may one day need it.”
This example is educational only, uses no real customer data, and is not investment, legal, or tax advice.
What Your Health Check Covers
Your Digital Asset Health Check focuses on six essential areas that reduce confusion, identify gaps, and prepare you and your family for the unexpected.
Security & Access Review
Review account access, authentication, device security, and recovery readiness.
Asset Inventory & Organization
Identify your exchanges, wallets, assets, and important records so nothing gets overlooked.
Continuity and Family Readiness
Create a practical plan so a spouse, partner, or trusted person knows what to do in an emergency.
Scam and Security Awareness
Identify common security gaps, risky habits, and exposure to scams and phishing.
Recovery Readiness
Review whether your recovery information is complete, secure, and usable without revealing it to us.
Personalized Action Plan
Receive prioritized written recommendations and a 15 minute follow-up to review your next steps.