Non-Custodial  ·  Education-Only  ·  Nationwide U.S.

Self-Custody, Explained.
You Hold the Keys.

Hands-on education for individuals and businesses moving into self-custody and DeFi. I teach you how hardware wallets, backups, and blockchain transactions actually work, while you retain exclusive control of your devices, credentials, and assets at every step.

How This Works

Clear Boundaries, By Design

Before anything else, here's exactly what this service is and isn't. These aren't disclaimers. They're how the engagement works.

What I Do

  • Provide general education about self-custody, hardware wallets, software wallets, blockchain networks, and DeFi concepts
  • Guide you through device verification, official-software installation, wallet creation, test transactions, backup planning, and security hygiene, while you maintain exclusive control
  • Provide written security checklists and technical training tailored to your stated systems and experience level

What I Never Do

  • Take custody or control of your assets
  • Request, view, type, record, transmit, or store recovery phrases, private keys, PINs, passwords, passphrases, or one-time codes
  • Select investments, promise returns, provide tax or legal advice, or act as a fiduciary or investment adviser
  • Execute, approve, route, pool, exchange, stake, lend, bridge, or transfer assets on your behalf
  • Guarantee that any wallet, protocol, token, smart contract, network, vendor, or security method is safe or loss-proof
  • Recover irreversible transfers, forgotten credentials, compromised keys, or unsupported assets
What I Teach

Education and Guidance, Step by Step

Every engagement is instruction and walkthrough. You hold the device, you enter every credential, and you approve every transaction.

01
Cold-Storage Education
Self-Custody Fundamentals

How cold storage actually works, what threat models it addresses, and where its limits are. Concepts first, so decisions come from understanding rather than instructions.

02
Hardware-Wallet Setup Guidance
Guided Walkthrough, You In Control

Device authenticity verification, official firmware and software installation, wallet initialization, and a small test transaction. You perform every step and enter every credential.

03
Wallet Migration Planning
Moving Without Mistakes

Planning a move between wallets, devices, or network standards. Sequencing, test transfers, address and network verification, and a rollback plan before anything moves.

04
DeFi Education
Mechanics and Risk, Not Recommendations

How liquidity pools, lending, staking, bridges, and approvals function mechanically, and where liquidation, impermanent loss, oracle, slashing, and composability risks come from. Never which protocol to use.

05
Security Review
Hygiene and Attack Surface

A structured review of your current setup: approval hygiene, phishing and address-poisoning exposure, device and firmware posture, backup integrity. Delivered as a written checklist you keep.

06
Backup and Inheritance-Readiness Education
Continuity Planning

How backup schemes work, common failure modes, and how to think about access continuity for family or a business, structured so no third party, including me, ever holds your secrets.

07
Staff Training
For Teams and Organizations

Team-level training for businesses handling digital assets: role separation, approval workflows, incident response, and social-engineering resistance.

Pricing

Fixed Scope. Fixed Price.

Moving into self-custody is stressful enough without an open meter running. Most engagements are flat-rate with a defined deliverable, so you know the number before we start.

Self-Custody Essentials

$495

Best for a first hardware wallet.

  • Approximately 2 hours, remote or in person
  • Device authenticity verification and official software installation
  • Guided wallet creation (you enter every credential)
  • A small test transaction, start to finish
  • Backup plan walkthrough
  • Written security checklist you keep

Security Review

$895

Best for an existing setup you want checked.

  • Structured review of your current wallets, devices, and habits
  • Approval hygiene and revocation walkthrough
  • Phishing, address-poisoning, and social-engineering exposure
  • Device, firmware, and backup integrity check
  • Written findings report with prioritized fixes
Hourly and Day Rates
Discovery callFree · 30 minutes
Blockchain / self-custody consulting$250/hr · 2-hour minimum
General IT consulting$175/hr
Staff training (up to 10 people)$2,750/day
Business, entity, and enhanced engagementsScoped per engagement

Hardware wallets and devices are purchased directly by you from the manufacturer. StoneMile does not resell, supply, or handle devices, and receives no commission on any product recommendation.

The Engagement

How an Engagement Works

Four steps, written down in advance. Nothing about the process depends on me holding anything of yours.

Step 01

Intake

A short readiness questionnaire covering your systems, experience level, and goals. No secrets, account numbers, or credentials on the form, ever.

Step 02

Scope

A written Statement of Work naming exactly what's covered, what's excluded, the schedule, and the fee. No open-ended engagements.

Step 03

Session

Guided walkthrough, remote or in person. You hold the device. You type every credential. You approve every transaction.

Step 04

Documentation

You keep written checklists and a security summary tailored to your setup, so the knowledge outlasts the session.

Risk Disclosure

Digital Assets Carry Real Risk

No procedure makes digital assets risk-free. Understanding these categories is part of the education, not a footnote to it.

Irreversibility

Transactions may be final, sent to the wrong address or network, or unrecoverable.

Credential Loss

Lost, destroyed, exposed, or incorrectly backed-up credentials can cause permanent loss.

Volatility

Asset values and fees may change rapidly and may fall to zero.

Smart Contracts

Code may contain bugs, exploits, upgrade controls, governance risks, or malicious functions.

Counterparties

Exchanges, issuers, bridges, validators, and custodians may fail, freeze access, become insolvent, or commit fraud.

DeFi Mechanics

Pools, lending, staking, and leverage add liquidation, impermanent-loss, oracle, slashing, and composability risks.

Approvals and Scams

Malicious approvals, phishing, address poisoning, fake applications, and clipboard malware can drain wallets.

Networks

Congestion, forks, reorgs, outages, unsupported tokens, or incorrect network selection may cause delay or loss.

Hardware and Software

Devices, firmware, backups, storage media, or supply chains may fail or be compromised.

Legal and Tax

Rules and reporting duties vary and may change; transactions can create tax consequences.

No Insurance or Recovery

Digital assets may lack deposit insurance, chargebacks, or any party able to restore a loss.

Who This Is For

Three Kinds of Clients

Individuals

Setting up self-custody for the first time, or consolidating holdings scattered across exchanges, apps, and old devices.

Businesses & Organizations

Treasury handling, staff training, role separation, and approval workflows for teams that touch digital assets.

Authorized Representatives

Acting for a trust, estate, or entity and needing to understand what exists, how it's accessed, and how continuity should be structured.

Start With a Conversation

A first call is for figuring out what you actually need, and whether this is the right fit. No commitment, and nothing technical required to show up.

Book a Free Consultation

StoneMile Technology provides technology education and consulting services only. It is not a broker-dealer, investment adviser, exchange, money transmitter, custodian, or law or accounting firm, and does not provide investment, legal, or tax advice. Nothing on this page is a recommendation to buy, sell, or hold any digital asset. Pricing is subject to a written Statement of Work for each engagement.