Planning session materials — goals are documented before any funding recommendation.
Lattice Family Financial Planning
Individual consultations that walk your household through family financial goals, cash-flow guardrails, and education funding timelines—step by step, in Bangkok.
How each planning engagement is sequenced
We start by listing dependents, target school stages, and the annual costs you already track—not product pitches. Cash-flow maps follow, then scenario notes for scholarships, loans, and family transfers.
Deliverables are written in plain language: a goals summary, funding gap ranges, and action items you can execute with or without further sessions.
Family goal modules
Household balance sheet review
We capture assets, liabilities, and insurance premiums that compete with tuition timelines. The output highlights liquidity you can redirect without breaking emergency reserves.
Where data is incomplete, we flag assumptions explicitly so you know what to verify before committing funds.
Education milestone map
Primary, secondary, and university stages each receive target amounts in THB, linked to your preferred institutions or country of study.
Inflation and exchange-rate sensitivity are discussed qualitatively; we do not promise returns or guarantee admission outcomes.
Who this work fits—and who it does not
Suitable for parents and guardians who want documented plans and a second opinion on funding order (grants before debt, for example).
Not a substitute for licensed tax filing, legal estate work, or investment execution—we coordinate with your existing professionals when you ask us to.
Chatuchak meetings and remote follow-ups
Sessions can start at our Phahonyothin Road office or continue by secure video when travel across Bangkok is difficult. Notes are shared after each step so both partners can review asynchronously.
Questions families ask before the first session
Do you sell investment products?
Our engagements focus on planning and documentation. If you need product placement, we explain the boundary during intake and refer you to regulated channels when appropriate.
Are fees quoted on this site?
Session fees depend on scope and are confirmed in writing before work begins. This site does not list fixed packages because each household timeline differs.
What should we bring?
Recent tuition invoices, savings statements you are comfortable sharing, and a rough list of target graduation years help us use the first hour efficiently.