Retirement Reserve Checklist
A two-hour session mapping every savings account, pension envelope, and maturity date into a single laminated checklist you can pin beside the fridge.
Session detailsGwangju · Since 2011
Your retirement reserves, recorded on paper you can trust
We prepare custom checklists and bound balance books so couples and solo savers can track pension pots, emergency funds, and fixed deposits without relying on screens.
What we prepare for your household
Each engagement begins at our Buk-gu office or at your dining table. We listen to how you already sort receipts, envelopes, and bank passbooks, then produce paper records that match your habits.
Offline Balance Books
Thread-bound ledgers with pre-printed columns for deposits, withdrawals, and running totals — sized to fit standard Korean passbook dimensions.
Commission a book
Ledger Review Appointments
Bring last year's balance book. We reconcile page totals, flag gaps, and suggest column layouts before you start the new fiscal year.
Schedule reviewPaper records for households who prefer ink over apps
Many of our clients are teachers, shopkeepers, and retired civil servants in Jeolla who have kept savings diaries for decades. They come to us when a passbook outgrows its margins or when a spouse needs a shared view of reserve funds.
We do not sell software subscriptions. We sit with you, count maturity dates on calendar paper, and leave you with documents you can file in a drawer.
Our storyGet it from Microsoft
Available on the Microsoft Store
Our companion reference sheets are also available as a free reader through the Microsoft Store for households who want printable templates alongside their bound books.
Voices from recent appointments
My husband and I each had separate notebooks for our NPS and bank CDs. After the checklist session, we finally agreed on one sheet for maturity dates. The session ran a bit long because I had more accounts than I remembered — but the result is exactly what we needed.— Hye-jin Park, retired middle-school administrator, Gwangju
The bound balance book has columns wide enough for my shaky handwriting. I wish the cover colour options had included dark green, but the binding quality is solid and the pages lie flat on the table.— Min-soo Choi, hardware shop owner, Nam-gu
From the field journal
Practical notes on keeping retirement reserves organised without a computer.
Marking maturity dates on paper calendars
Why we recommend pencil for tentative dates and red ink only after a passbook confirms the term.
An envelope system for reserve funds
How three households in Buk-gu label manila folders for emergency, pension, and gift savings.