Digital Ecosys Digital
Contribution schedule review

Session

Contribution schedule review

A focused forty-five-minute check-in for clients who already have a DCA plan and need amounts or intervals adjusted after income or fee changes.

  • 45 minutes
  • Video preferred
  • From HKD 1,200
  • Remote or Central
Request this session

When a review makes sense

Use this when your pay changed, an exchange raised fees, or you want to rebalance contribution weight between assets without rebuilding the whole plan from scratch.

Scope

We open your existing written plan, update calculator inputs on the PC planner, and issue a revised one-page schedule. New asset research and first-time plan design belong in the DCA planning session.

Included

Live review, updated schedule PDF, and refreshed calculator scenario files for your PC.

Price

From HKD 1,200. Available to clients who completed a planning session with us in the past twelve months, or who can share a comparable written schedule beforehand.