Loading…

Modern Wealth Consulting

Colin Reed, founder of Modern Wealth Model

Independent retirement and Bitcoin strategy consulting backed by proof of 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 with both private equity firms and publicly traded corporations. He is an active expert advisor on GLG, Coleman/VisasQ, and Nextyn. 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.


Fixed Pricing

Fixed prices. No AUM fees. No commissions. Pay only for the time and the document, not for an ongoing relationship you didn’t ask for.

Strategy Call
$300
30 minutes · one focused question
  • 30-minute call by Zoom or phone
  • Pre-call written prep on one topic you flag
  • 3-bullet email recap with action items
  • Best for: a specific decision you need a thinking partner on
Book the Strategy Call
Plan + Document
$1,500
90-min call · 6-8 page custom document
  • 90-minute call by Zoom or phone
  • 6-8 page custom document: allocation framework, tax overview, action plan
  • One 30-minute follow-up call to walk through the document
  • 60-day email follow-up window for clarifications
  • Best for: someone ready to take action and wants a written plan to refer back to
Book the Plan + Document

All prices are USD. Payment by Stripe or bank transfer at booking. Sessions held by Zoom or phone. Not a substitute for advice from a licensed financial advisor, attorney, or CPA — see the disclaimer below for the long version.


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 engage me through Coleman/VisasQ or Nextyn if you would rather work through an expert-network platform with reviews and structured invoicing.

Or reach out via these channels: