Engagements menu

Engagements

Three fixed-fee advisory engagements, each with a clear scope and a written deliverable. No commission, no asset percentage.

Choose an engagement

Each engagement below is a fixed piece of advisory work. The fee is agreed before the engagement starts and does not change with the size of your household or your savings. Prices are in Thai baht (THB).

Discovery consultation

THB 1,500 · single session

A 45-minute conversation, in person or by video, where we map your income, fixed costs and the goals that matter most to your family. You leave with a clear picture of where your money goes now and a decision about whether a full written plan is right for you.

  • One 45-minute session
  • A verbal summary of income versus fixed costs
  • No written plan — this is the starting point

Budget reset session

THB 4,500 · one written budget

For families who want a monthly budget built from their real numbers. We deliver a written household budget grouped into categories you recognise, a reserve target sized to your dependants, and a clear order for repaying any debt.

  • One 60-minute consultation
  • A written monthly budget delivered within five business days
  • One 30-minute review scheduled within the first quarter

Comprehensive financial plan

THB 9,500 · full written plan

For families who want income, spending, reserve, every long-term goal, debt repayment and a review in one document. Every long-term goal is set out with a target year and the monthly sum required to meet it.

  • Two consultations (discovery plus a planning session)
  • A full written financial plan delivered within five business days
  • One 30-minute review scheduled before the engagement closes

What every engagement includes

  • Advisory work only — we do not sell products or manage investments
  • A written deliverable for every engagement except the discovery consultation
  • A booked review so the plan stays current rather than going stale

Fees are indicative, pending business confirmation, and are confirmed in writing before the engagement begins. To start, book the discovery consultation.