Independent retirement and Bitcoin strategy consulting from someone who actually does the work
MBA. GLG expert advisor. VP-level operations background. Private investor. Modern Wealth Model is what I built to think clearly about money. Consulting is the small extension of that work.
Most financial conversations land somewhere generic. The advice doesn’t fit your situation, or the consultation is really a pitch in disguise. Modern Wealth Model exists because I wanted the version of these conversations that actually helps. Consulting works the same way. We look at your numbers honestly, talk through what you’re weighing, and you walk out with something you can act on.
About Colin
Colin Reed is an independent consultant with VP-level operations leadership experience at a publicly traded corporation. He is an active expert advisor on GLG, Maven, and Upwork. Investment firms and corporate strategy teams hire him for supply chain, logistics, and market dynamics consultations. Colin holds an MBA and built Modern Wealth Model as a private investor’s working set of tools for thinking about Bitcoin, retirement, and Austrian-economics-grounded financial planning.
The consulting practice is a small extension of that work. Most clients come with a specific question. How to size a Bitcoin allocation. Whether their FIRE math actually holds up. What to do about a 401(k) when they are starting to question dollar denomination. The format is a paid session, an hour or two of focused thinking, and a written summary you can act on. No portfolio management, no product sales, no commissions, no upsell on a premium tier. If it is not the right fit, I will say so.
What I Can Help With
Bitcoin Allocation Review
Pressure-test your current Bitcoin holdings against your retirement math. Is the position size right for your timeline and risk tolerance? 90 minutes plus a written summary.
FIRE Plan Walkthrough
Run your actual numbers through the multi-asset FIRE calculator together. Stress-test growth assumptions, withdrawal rates, and asset mix. 2 sessions, full plan document.
Retirement & FIRE Planning
Modeling your path to financial independence with realistic assumptions, honest tradeoffs, and numbers that actually hold up.
Portfolio Review & Scenario Analysis
Custom modeling to stress-test your assumptions and explore what different futures might look like across various conditions.
Operations & Supply Chain Consulting
Expert advisory on supply chain strategy, logistics optimization, procurement, and operational efficiency — backed by years of hands-on industry experience and institutional consulting work.
Financial Clarity Sessions
One-on-one conversations for anyone who wants to think through their options with someone who has done the work and will give it to you straight.
How I fit alongside the Bitcoin advisor landscape
Most clients have already heard of one or two other Bitcoin-aware practitioners. Here is how to think about who does what, without the marketing layer.
For collaborative custody and multi-key estate planning, The Bitcoin Adviser and Onramp Bitcoin are the established players. They handle the legal and key-management mechanics so a single point of failure does not blow up your inheritance plan. Talk to them if your priority is operational security at the custody layer.
For Bitcoin-collateralized loans, IRA custody, and concierge buying, Unchained is the institutional-grade option. They are a brokerage and lender, not a planning shop. If you need infrastructure rather than scenarios, they are who you call.
For Bitcoin-only fee-only financial planning at the regulated-RIA level, look at the BTC Financial Advisors Network directory. Members are independent fiduciaries who can handle full portfolio management, tax planning, and ongoing advisor-of-record relationships.
What I do that is different: I am not a custodian, lender, or registered advisor. I am a thinking partner. You bring a specific question — how to size an allocation, whether your FIRE math holds up, what to do about a 401(k) when you are starting to question dollar denomination — and we run it down together with the calculator and the Austrian-economics frame. One paid session, written summary, you walk out with something you can act on. If you need ongoing portfolio management or custody help, I will point you to the right people on the list above.
Let’s Connect
Two ways to engage. Use the contact form below for a direct inquiry. I read every message and reply within a couple business days. Or hire on Maven or Upwork if you would rather work through a platform with reviews and structured invoicing.
Or reach out via these channels:
