2,200 THB · 50 minutes
Mid-year Goal Review
Fifty minutes with last year's sheet, to mark what moved, what stalled, and what should be rewritten.
Waeng · Narathiwat · established 2014
Keen Passagefield Financial Planning meets households in Tambon Waeng for an annual financial checkup. Ninety minutes, a goal sheet of up to four named aims, and a letter in Thai within ten days.
Request an annual checkup
01 · The sheet
The appointment is a financial planning sitting for one household. You bring the year you had: shop takings, rubber or fruit payments, loan booklets, school fees, and any gold you choose to count. You leave with a goal sheet and, ten days later, a letter.
Each goal on the sheet carries an amount in baht, a date, and the person who decides. A wish without those three stays in the conversation and off the page. The letter that follows, within ten days, repeats the lines in Thai so a relative who missed the hour can read them.
02 · Who books the hour
Market-road takings swell in a festival week and thin out after. The checkup puts a busy month beside a quiet one so the loan payment is planned for the thin week, not for an average that never arrives.
Rubber payments and fruit weeks cluster, then the rain interrupts the work. The goal sheet can hold a repair, a school fee, or a set-aside that is larger in tapping months and smaller when the trees are quiet.
Someone comes because the loan booklet print is small, or because siblings disagree about a university fee. The appointment names who decides, and it leaves a blank where a figure was never found.
03 · The other hours
2,200 THB · 50 minutes
Fifty minutes with last year's sheet, to mark what moved, what stalled, and what should be rewritten.
2,600 THB · 75 minutes
Seventy-five minutes to draw a busy month beside a quiet month, instead of trusting one average.
3,400 THB · 80 minutes
Eighty minutes on a decision that will still matter in three years, written as dates rather than a product.
04 · From the room
We brought the shop notebook with the rainy weeks missing. She marked those months as estimates instead of inventing takings. The goal we kept was three months of rent in an envelope.
05 · The person who leads it
The company was established in 2014 under the name Keen Passagefield Financial Planning Co., Ltd.. Pim leads every annual checkup and every horizon conversation. Farid Mahamad, who joined in 2021, leads cash-flow sittings in Thai or Malay.
The office is still one room on the lane behind the morning market. Paper copies of letters stay in a locked cabinet. The household keeps the other copy, usually on a nail or in the same drawer as the loan booklet.
Write or telephone
Messages are read on office days. Expect a reply within two working days. A date is usually offered within three weeks.
See the fee schedule