Build a financial life around bitcoin with discipline.

About the project

What readers can expect

Drawing on nearly a decade of advising families with meaningful bitcoin wealth, Morgen Rochard, CFA, RLP, bridges traditional financial planning and bitcoin-native realities. This is not a trading guide, technical manual, or price-prediction manifesto; it is a practical planning book for people who want bitcoin integrated into real financial decisions.

Bitcoin changes the rules of money. It does not remove the need for planning.

This site is the launch home for Morgen Rochard’s forthcoming Wiley book on cash flow, risk, custody, taxes, retirement, estate transfer, and purposeful financial life design for bitcoin holders.

Author

Morgen Rochard, CFA, RLP

Morgen Rochard, CFA, RLP, is a financial planner, writer, and educator focused on helping families build resilient, values-aligned lives in a world of monetary uncertainty.

• Founder of Origin Wealth Advisers
• Advising clients on bitcoin since 2016
• Host of Bitcoin for Advisors and Money Owners