Services

Individual financial-planning consultations for family goals, cash-flow mapping, and education funding in Thailand.

Discovery intake

A structured first meeting to capture dependents, existing savings vehicles, and education targets. You receive a written recap of facts gathered—no recommendations until you approve the next step.

Education funding blueprint

Multi-year tuition scenarios in THB, including gap analysis between current savings and stated school choices. We document assumptions about inflation and FX without guaranteeing market results.

Family goal alignment session

Facilitated discussion for couples or guardians who need a shared priority list: retirement liquidity versus international school deposits, for example.

Implementation check-in

Follow-up hour to review actions taken since the last plan version—contributions made, policies updated, or scholarship applications started.

Fees for each engagement are quoted after intake based on complexity. Paid sessions are subject to our refund policy.

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