We offer structured financial planning for business owners who need clarity on personal cash flow, reserves, and long-term household goals — separate from day-to-day company accounting.
Owner financial health review (consultation)
A focused session — typically ninety minutes — to map income sources, fixed household costs, debt, and near-term decisions (education, property, care responsibilities). You receive meeting notes and a short list of follow-up actions. Suitable when you want direction before committing to a full plan.
Commercial terms: fee quoted in THB after a brief suitability check; payment and cancellation rules are set out in our refund policy once confirmed in writing.
Tailored financial-management plan
A multi-step engagement: data collection, analysis, written plan, and a review meeting. The document covers liquidity targets, insurance overlap checks, goal timelines, and owner drawing discipline. Implementation of financial products is not included unless separately agreed with licensed providers.
Commercial terms: project fee depends on complexity; milestones and deliverables are listed in your service agreement. Proposed standard terms are pending your business confirmation where not yet signed.
Periodic check-in (optional)
For owners who already have a plan and want scheduled reviews — for example after a major contract, divorce, or health change. Scope is limited to updating assumptions and priorities, not corporate restructuring.
What we need from you
Recent personal bank summaries (not full corporate audits unless relevant to drawings), existing policy schedules, loan statements, and a candid picture of household dependents. We store materials only as described in our privacy policy.
Service area
Primary meetings at our Khon Kaen office on Mittraphap Road; video sessions for owners elsewhere in Thailand when appropriate. We do not claim nationwide branch coverage.