Purpose
Wallet holdings change. Addresses get retired, new ones appear, and custody arrangements shift. The annual review keeps your paper record aligned with reality without starting from scratch.
What we cover
- Walk through each notebook section for the past year
- Add new wallet entries and mark closed ones with a final date
- Update the annual net-worth summary page
- Check that custody notes still reflect where recovery material lives
- Identify gaps — wallets you use but never recorded
Who should book
Anyone who completed an initial consolidation session or purchased a notebook more than twelve months ago. We recommend booking near the calendar year end, though any month works.
Booking
Contact us and mention “annual review.” Bring your current notebook and any new records since your last visit.
