Services
We work with independent professionals whose income does not arrive on a payroll schedule. Engagements are consultation-based: you receive structured guidance and written follow-ups, not bundled investment products.
Initial financial planning consultation
A focused working session (typically 90 minutes, proposed pending confirmation) to capture your earning pattern, obligations, and near-term decisions. We produce a summary memo listing assumptions, recommended buffer targets, and tax-timing reminders relevant to Thailand.
Ongoing plan reviews
Standing reviews on a cadence you choose—often quarterly or twice yearly—to update cash-flow projections when contracts, dependents, or coverage change. Prior session notes carry forward so you are not re-explaining your history.
What we do not provide
We are not a brokerage, fund platform, or insurance sales desk. Asset allocation ideas may be discussed educationally; execution stays with your chosen providers unless a separate written agreement applies.
Fees
Fees are quoted after we understand scope through your inquiry. We do not publish fixed packages on this site because independent practices vary widely; any fee quote is confirmed in writing before you pay.
