Consultation first
Best when you need a neutral facilitator for a difficult money talk or a single decision point, such as merging accounts before marriage.
Service formats
Services
Structured support for partners who want one shared map of cash flow, reserves, and milestones—not parallel budgets that never meet.
Individual financial-planning consultation
A focused session for couples or one partner preparing for a joint conversation. We review income timing, fixed costs around Chiang Mai living, and the goals you name—home deposits, education, caregiving, or debt reduction.
You leave with clear next questions, not product pitches. Fees and session length are confirmed before booking; nothing on this page constitutes a final quote.
Book a consultation inquiry
Tailored financial-management plan
After intake, we draft a written plan covering account structure, emergency reserves, debt sequencing, and review dates you both accept. The document states assumptions openly—salary stability, dependants, property plans—so revisions stay grounded when life shifts.
Delivery is in English for this site; Thai summaries can be discussed at inquiry. Implementation remains your responsibility; we do not move funds on your behalf.
Choosing a starting point
Plan package
Best when you already share data willingly and want a durable reference document with milestones and review triggers.
Combined path
Many Chiang Mai households start with one consultation, then commission a written plan once goals are aligned and records are gathered.