Plate 04 · one date each year
Yearly Harvest Review
One sitting a year to set the map beside the year you lived, and to change the monthly line only where the household changed.
Who the sitting is for
Households who already hold a written map from this desk and want the yearly look that was dated on it. New clients begin with a ledger sitting or the Long Horizon Plan.
What you leave with
The map is marked up: what was set aside, what was spent from the goal on purpose, what arrived late, and the monthly line for the coming year.
Included
- A two-hour sitting with the existing map on the table
- A short written note of any change to the monthly line
- A new review month for the following year
Outside this engagement
- A fresh map for a household we have not planned with before
- Investment product selection
- Reconstruction of a year with no records at all; if the papers are missing we start again from a ledger sitting
How it proceeds
- You bring the map and a simple note of what was actually set aside.
- We read the year without scolding a month that fell short.
- You leave with the line for the next twelve months and a date to return.
What to prepare
The old map, and whatever shows the transfers you did make. A passbook page is enough.
Limits and the fee
The review fee covers one map. A new goal added in the same year is quoted separately if it needs a full mapping sitting.
Name the month written on your map and we will offer a sitting inside that month.
Request this sitting