A desk with a calculator, notebook and household financial documents laid out for a family budget review

Family financial planning · Bangkok

LogicMesh Financial Planning builds family budgets that hold and long-term goals that move.

Advisory consultations and planning engagements that turn scattered household finances into a clear monthly budget and a written plan for the goals ahead — education, a home, retirement, and the surprises in between.

Or call us at +66-2-412-7639.

Monthly budget, written down

A household budget built from the numbers in your own bank statements, not a generic template.

Goals with a timeline

Education funds, a deposit, retirement — each goal mapped to a year and a monthly amount.

A plan you keep

One engagement produces a written plan and a 30-minute review to keep it on track.

Your planning checklist

What a complete family financial plan covers

Before we meet, here is the checklist we work through together. Each item is concrete evidence your plan is more than a spreadsheet — it is a set of decisions your household can live with month after month.

  1. Income and fixed costs mapped

    We list every income source and every fixed cost — rent, school fees, loan payments — so the budget starts from what actually leaves your account each month.

  2. Spending categories that fit your household

    Variable spending is grouped into categories you recognize — groceries, transport, utilities, family — with a target range for each, not a number pulled from thin air.

  3. An emergency reserve sized to your life

    We set a reserve target based on your real fixed costs and dependants, and agree how to build it before anything else gets priority.

  4. Each long-term goal given a year and a number

    Education, a property deposit, retirement, a family business — every goal is given a target year plus a monthly figure, then checked against the budget.

  5. Debt reviewed against the budget

    Existing loans and credit are checked against the plan, with a clear order for repayment that fits the household cash flow.

  6. A review date set before you leave

    Every engagement ends with a review on the calendar, so nothing goes stale when your income or goals change.

How an engagement works

Three steps from a first conversation to a plan you keep

We earn nothing from commission and keep no share of your savings — every engagement is paid as a fixed piece of work, and the deliverable is a written plan plus a review booked before we finish.

  1. First conversation. A 45-minute session, at our Bangkok Noi office or over video, to lay out what comes in each month, what leaves, and which goals your household cares about most.
  2. The written plan. Inside five business days you get a written budget and goal plan — your categories, a reserve target, every goal with its year and monthly figure, and the order for clearing any debt.
  3. The review. A 30-minute check-in is put on the calendar before the engagement closes, so the plan keeps working when your income shifts or a goal moves.

Compare the engagements

Two people reviewing documents together across a desk during a planning consultation
A savings jar and coins, representing a household reserve built for long-term goals

Long-term goals

A goal without a month and an amount is a wish.

We help families attach a year and a monthly figure to every long-term goal, then build the budget that makes the figure reachable.

Start with a consultation

Who this is for

Honest about who a planning engagement helps — and who it does not

No testimonials appear on this site, because we will not invent them. Instead, here is a plain description of the households an engagement is built for, and the situations where a different service would serve you better.

It is for

Households that want a monthly budget drawn from their own income and outgoings, alongside a written plan for goals such as education, a property deposit or retirement.

It is for

Households whose income has changed — a new job, a move, a second child — and who want the budget and goal plan adjusted to the new reality.

It is not for

Investment management or stock picking. We do not manage your money or take a percentage of assets; an engagement is advisory work for a fixed fee.

It is not for

Guaranteed outcomes. No honest planner can offer a fixed return or a promise that a goal lands on a set date — we plan clearly and revise as life changes.

A planning notebook and pen on a desk, ready for a consultation

Begin

Start with one consultation, not a contract

The discovery consultation is a single paid session. You leave it with a clear sense of whether a full written plan suits your family — with no obligation to carry on.

Book the discovery consultation