62
/ 100
90 Minutes · Every 90 Days
Six questions. Same order every time. 90 minutes. Quarterly. For the rest of your financial life. Your Capital OS only stays accurate if you review it.
Open Portfolio Tracker → check each bucket against its allocation band. Note any drift.
The highest priority question. If breached — restore it before anything else.
Review each of the five mandate questions — has anything meaningfully shifted?
Review the Override Log. What patterns are visible?
Check actual vs. target. Is drift occurring? Is it within tolerance?
One specific, actionable improvement — not a list.
