Who this is for
Clients who already have an allocation board from us — or a comparable handwritten multi-wallet grid — and need a calm rebalance. Typical triggers: Lunar New Year spending, a medical bill that emptied one column, or a travel hold that never recovered.
What happens
We walk each wallet column, mark what moved since the last count, and agree which reserves should receive the next surplus. You leave with dated notations on the same board, not a new system.
Included
- Column-by-column review against your written targets
- Suggested transfer order between wallets for the next four weeks
- Updated last-count dates on the board
Not included
- Redesigning the entire board (book a fresh board setup if labels must change)
- Debt negotiation or creditor contact
Next step
Enquire for a review and include your preferred week. Bring the physical board to the studio.