Consultations & plan reviews
How we work (proposed model)
Engagements are session-based. You are not buying software access or a subscription dashboard—each block of work is agreed before it starts. The steps below describe our usual flow; exact scope is confirmed in your proposal letter.
1. Inquiry and fit call
You outline what you want reviewed: debt schedule, retirement cash flow, insurance binder, or a full household picture. We confirm whether record organisation is needed before a substantive review.
2. Record organisation (optional block)
We provide a tailored checklist (bank, brokerage, employer benefits, loans, property, insurance). You supply scans or originals at the office. We help label and sequence documents so later reviews start on page one, not a shoebox.
3. Planning consultation
In a focused meeting we walk through your assembled figures, note gaps, and document questions you want to research. Outputs may include a summary memo of topics discussed—not a promise of future performance.
4. Ongoing plan review
On a cadence you select, we update figures from new statements, revisit goals, and note decisions. Reviews work best when records stay in the folder structure from step 2.
What we do not include unless separately agreed
- Execution of trades or purchase of financial products on your behalf
- Tax filing or legal representation
- Certified audit of accounts
Location and format
Meet at our Khon Kaen head office or by secure video. Bring government ID for in-person paid engagements as required by our client intake process.