Quarterly Rebalance Check-in

Purpose

Once a plan exists, most holders only need a light quarterly touch: refresh reference prices, confirm whether bands still fit life circumstances, and update the rebalance sheet for Smart Crypto Calculator PC.

Included

Updated weight snapshot, yes/no on full vs partial rebalance, and a revised sheet when action is needed. Prepaid packs of four check-ins hold the rate for twelve months.

Missed sessions

A missed quarter can be rescheduled once within the following month; unused prepaid sessions after twelve months expire (see Refunds).

Next step

Schedule a check-in and mention whether you want a single date or a prepaid pack.