What to bring to a yield planning session

A good session starts before you sit down. The goal is to spend the hour on dates and ranges, not on hunting for the lock page.

Bring these

  • Protocol name and the public documentation link for lock terms
  • Approximate stake amount (a range is fine)
  • Hard liquidity dates: rent, tax, travel deposits, tuition
  • Explorer links or screenshots of any positions you already hold

Leave these offline

Seed phrases, hardware wallet PINs, and remote-control access to your machine. We will not ask for them. If anyone claiming to represent ScaleSaaS Digital does, end the conversation and email info@scalesaas.digital from a known address.

Optional but useful

A printed calendar for the next two quarters, and a short note on whether you want rewards liquid or compounded. Clients who arrive with those two items usually leave with a cleaner schedule.

Book a session once the list is ready — evening appointments after 18:00 KST are common at 12 Yeoui-daero, Yeongdeungpo-gu, Seoul 07320.