Session
Cold portfolio review
A structured conversation about how you track multi-year cold holdings — labels, notebooks, and the habits that keep records usable.
Who it is for
Holders who already keep assets cold but whose notebooks, device labels, and mental maps have drifted after years of infrequent moves.
What the review covers
We walk through how you currently record deposits, change addresses, and partial spends. The goal is a clearer personal system — not a product install.
Included
- Review of your existing labeling and note-taking approach
- Recommendations for dated entries that survive long gaps between touches
- A simple cluster map template you can photocopy or rewrite by hand
- Pointers on when a full air-gapped reconciliation is warranted
Excluded
- Live balance verification (that belongs in a reconciliation session)
- Custody, trading advice, or yield strategies
Next step
Ask about a review slot and mention whether your holdings span one chain or several.