For ongoing documentation

Clients who treat balance checkpoints as a regular practice—similar to a quarterly portfolio review—benefit from a retainer that locks in four sessions and includes a year-end summary consolidating all checkpoint dates and denomination totals.

Retainer includes

• Four 90-minute checkpoint sessions scheduled at roughly quarterly intervals
• Priority rescheduling within 48 hours if a conflict arises
• Year-end consolidated summary report referencing all four checkpoints
• One additional 30-minute phone consultation per year for scope questions

Retainer excludes

• Vault Inventory Audits (available at a separate rate)
• Same-day emergency sessions outside retainer hours
• Reports for devices not presented at the scheduled session

Renewal

Retainers renew annually. Clients may cancel with 30 days’ written notice before the renewal date. Sessions not used within the contract year do not roll over.