Three Pathways.
One Clear Direction.
Each programme is designed for a specific financial moment — helping you understand your situation with structured, impartial education.
← Back to HomeHow Every Programme Is Built
Understand First
We begin by learning your specific situation — income, spending patterns, goals, and context. Nothing is assumed.
Educate Clearly
We explain relevant concepts, options, and trade-offs in plain terms — checking understanding throughout, not just at the end.
Deliver a Document
Every programme closes with a written deliverable — a structured, personalised document you can revisit independently.
Cash Flow Clarity Session
A focused, single-session experience designed to bring your monthly cash flow into clear view. Many people have a rough sense of what they earn and spend — but the specifics are often surprising. This session maps it all out, identifies patterns, and leaves you with a visual diagram you can act on.
- 1
Income documentation review — we examine all income sources and frequency
- 2
Expense mapping — categorised review of monthly outflows and patterns
- 3
Subscription audit — identifying recurring charges that may be overlooked
- 4
Visual diagram + next-step recommendations prepared for you
฿3,500
1 session · approx. 90 minutes
Best suited for you if:
- You're unsure where your money actually goes each month
- Your expenses feel vaguely high but you can't pinpoint why
- You want a clear baseline before making any financial changes
- You're starting to take your finances more seriously
Best suited for you if:
- Your money sits in a basic savings account earning minimal interest
- You've heard about bonds or fixed deposits but haven't compared them
- You want to understand tax implications before choosing a savings method
- You'd like help thinking through liquidity vs. return trade-offs
Savings Vehicle Comparison
An educational programme comparing the savings instruments available in Thailand — standard savings accounts, fixed deposits, government savings bonds, and savings-type insurance products. Over two sessions, you'll understand what each option involves, how they compare, and which characteristics align with your situation.
- 1
Session 1 — Overview of Thai savings instruments: structure, access, and interest rates
- 2
Session 2 — Tax implications, liquidity considerations, and personalised suitability notes
- 3
Comparison matrix delivered at close — a structured document to support your decision
฿5,200
2 sessions · approx. 90 min each
Financial Life Transitions Guide
A supportive advisory programme for individuals navigating major life changes — marriage, parenthood, career shift, divorce, or the loss of a family member. These moments bring financial consequences that are often difficult to think through clearly. Our programme creates space to address them at a human pace, with structured guidance and emotional awareness.
- 1
Session 1 — Understanding the transition: financial context and what has changed
- 2
Session 2 — Budget recalibration and benefit or insurance updates
- 3
Session 3 — Adjustment strategies and medium-term financial planning considerations
- 4
Session 4 — Review, transition guide document, and follow-up check-in scheduled
฿14,500
4 sessions + follow-up check-in
Best suited for you if:
- You're going through or recently completed a major life change
- Your financial picture has shifted and feels unclear
- You need both practical guidance and a calm, supportive environment
- You'd benefit from an independent perspective — not from family or a product seller
Choosing the Right Fit
Use this overview to find the programme that matches your current situation.
| Feature | Cash Flow Clarity |
Savings Comparison |
Life Transitions |
|---|---|---|---|
| Number of sessions | 1 | 2 | 4 + check-in |
| Written deliverable | |||
| Thai savings instruments covered | |||
| Life transition support | |||
| Cash flow analysis | |||
| Follow-up check-in | |||
| Programme price | ฿3,500 | ฿5,200 | ฿14,500 |
Professional Standards
Session Confidentiality
All personal and financial details shared are covered by a confidentiality agreement and PDPA-compliant data handling.
No Product Recommendations
We explain and compare options. We never recommend a specific product or have commercial ties to any financial institution.
Reviewed Deliverables
All written documents are reviewed by the lead educator for accuracy before delivery — not auto-generated or templated.
Thailand-Specific Content
All sessions address Thai instruments, regulations, and tax structures — updated annually for regulatory changes.
Post-Session Email Support
Questions arising within 14 days of any session receive a written response at no additional charge.
Flexible Scheduling
Sessions are arranged at your convenience, including weekday evenings and Saturdays. Remote sessions are available on request.
Simple, All-Inclusive Fees
Cash Flow Clarity
฿3,500
1 session · All materials included
- 90-minute session
- Cash flow diagram
- Next-step recommendations
- 14-day email support
Savings Comparison
฿5,200
2 sessions · All materials included
- 2 × 90-minute sessions
- Comparison matrix document
- Personalised suitability notes
- 14-day email support
Life Transitions
฿14,500
4 sessions + check-in · All materials
- 4 × 90-minute sessions
- Transition guide document
- Follow-up check-in included
- 14-day email support
Not Sure Which Programme Fits?
Send us a brief message about your situation and we'll suggest the most suitable starting point — no commitment required.
Get in Touch