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LIFE
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RICHARD
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Personal and family finances · #family-financial-planner
● READY
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Brokerage rebalance due before Jun 30 — sell CPNG, CELH, ESPO, ARKW
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June investment audit complete — strategy doc updated
◇ CHAT
REPORTS · 3
SCHEDULE
SCOPE
REPORTS & AUDITS · 3
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June 2026 Investment Audit
JUN 11
OPEN →
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May 2026 Month-End Report
JUN 7
OPEN →
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Spending Review — April
MAY 4
OPEN →