Who this is for
People who keep cash or cash-equivalent envelopes across several purposes — rent buffer, medical hold, travel reserve, gift fund — and want one board that shows every wallet at a glance. You do not need prior budgeting experience. You do need to bring a rough sense of what you already set aside.
What you leave with
A completed allocation board on sturdy paper or board stock you keep. Each wallet column lists purpose, current amount, target amount, and last update. We also leave a one-page habit note: when to count, when to move cash between wallets, and what not to erase.
Included
- Intake conversation covering existing envelopes, jars, or desk drawers used as wallets
- Draft grid with wallet labels you approve before ink
- Written targets for long-term reserves versus short float
- Photo of the finished board emailed only if you request it
- Thirty days of email clarification on board updates (not ongoing coaching)
Not included
- Investment advice, insurance products, or banking recommendations
- Ongoing monthly management of your cash
- Printed labels beyond the board itself
- Travel outside Kowloon without a separately agreed visit fee
How the sitting runs
- Listen — we list every wallet you already use, including informal ones.
- Sort — we group overlapping purposes and retire labels that fight each other.
- Draw — we build the board columns and set reserve lines you can see without opening a phone.
- Practice — you update one column with today’s count so the habit starts in the room.
Preparation
Bring approximate balances for each wallet (exact notes are welcome; round numbers are fine). If two people share finances, both should attend or send written veto rules in advance.
Next step
Request this session and mention “board setup.” We reply within two working days with available times at 9 Wing Hong Street or a visit quote.