Consultation
Rebalance Session
A practical working meeting to translate allocation targets into trade tickets you can execute with your broker.
Purpose
Once target weights are agreed — either from our Allocation Review or from your own policy — this session turns drift into an ordered rebalance plan: sell candidates, buy candidates, cash buffer, and sequencing notes for tax-sensitive accounts.
Included
- Drift table versus targets
- Suggested trade order with liquidity comments for thinner regional ETFs
- Notes on minimum lot sizes and FX conversion if you fund from Thai baht
- A printable checklist for your broker conversation
Not included
Trade execution, tax filing, or ongoing discretionary management.
Booking
Best scheduled within two weeks of a completed Allocation Review. Standalone rebalance sessions are available when you already have a written policy statement.