Testimonials
We had won cash in three different drawers and no record of which envelope was for the UK school deposit. The playbook session took an afternoon, and now my spouse and I both know exactly which reserves move first if we get recalled. The only thing I would change is scheduling the follow-up review sooner — we waited four months and had already changed one envelope label ourselves.
Marcus counted every denomination in our home safe and cross-referenced it against my handwritten notes from 2022. He found ₩2.3 million that I had logged under the wrong envelope purpose. The audit report is now taped inside our safe door.
Our household holds reserves in four currencies for two children's school fees and a property payment in Germany. Yoon produced a playbook thick enough to survive a rushed departure — colour-coded envelopes, custodian signatures, even a phone-tree for who calls the school bursar. It felt thorough, though the first draft used terminology our family does not use internally, which she revised promptly.
I appreciated that the session did not push us toward any financial product. Hana asked practical questions — how many envelopes, who counts them monthly, what happens if my husband deploys — and turned our answers into a document we actually reference.
Extended Account: The Park Family Relocation
The Park family — Korean-American, two children enrolled at an international school near Camp Humphreys — contacted us in March 2025 with six weeks until a permanent change of station to Germany. They held won reserves for local obligations, US dollars in a home safe, and a separate envelope for annual remittance to family in Busan.
The challenge: Mrs. Park managed all denomination records. Mr. Park would relocate first; Mrs. Park and the children would follow three weeks later. No written plan existed for which reserves transferred at each stage.
Our work: We conducted a Household Cash Mapping session followed by a Reserve Continuity Playbook engagement over four days. The deliverable included a two-phase relocation sequence: Phase One covered reserves Mr. Park carried, Phase Two covered what Mrs. Park retained until school term ended.
Outcome: The family departed on schedule. Mrs. Park reported that the school deposit envelope was located and delivered within twenty minutes of arrival in Germany because the playbook specified its exact label colour and custodian.