Consultation
Periodic rebalancing check-in
A shorter follow-up to compare current weights against your last target sheet and decide whether to act.
When it helps
Three to six months after a full review, when markets moved but your life did not — and you want a calm yes/no on whether drift warrants action.
Included
Comparison to your last signed target sheet, a short drift table, and a recommendation to wait, trim, or schedule a deeper session.
Requirement
You must already have a target sheet from Infrastructure HQ or an equivalent document you provide in advance.
Ask about this consultation
Share your basket size and preferred week — we reply within one business day.
Request this session