Keen Passagefield Financial planning · Waeng

Four appointments

Checkups for the household year

The annual financial checkup is the centre of the practice. The other three appointments exist for a specific job: a mid-year look at the same goals, a picture of two uneven months, or a later-life decision written as dates.

Overhead view of blank notebooks, a copper pen tray, and ivory papers arranged for an annual financial checkup

Flagship appointment · 4,800 THB

Annual Financial Checkup

The annual financial checkup is the appointment the practice is built around. The books come out, four goals are named, and a letter in Thai follows within ten days.

90 minutes, plus a letter within ten days · Office in Tambon Waeng, or a home visit inside Amphoe Waeng

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Blank cards and a brass clip on smoked glass, set out for a mid-year goal review

Between checkups · 2,200 THB

Mid-year Goal Review

The mid-year goal review is for a household that already sat for an annual financial checkup in the past twelve months and wants the sheet kept honest before the year runs out.

50 minutes · Office in Tambon Waeng, or a home visit inside Amphoe Waeng

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Cloth envelopes, a woven pouch, and a closed notebook on a lacquered counter for a cash-flow appointment

A month, drawn twice · 2,600 THB

Household Cash-flow Sitting

The cash-flow sitting is for a household whose money does not arrive in equal months. It can be a first appointment. It does not replace the annual checkup, and it does not require one.

75 minutes · Office in Tambon Waeng, or a home visit inside Amphoe Waeng

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Two tea cups and a closed folder on a dusk windowsill before a later-life planning conversation

Later life and the shop · 3,400 THB

Horizon Conversation

The horizon conversation is for a household thinking about stepping back from a shop, keeping or passing a lease, supporting a parent, or naming who decides about savings kept in the house.

80 minutes · Office in Tambon Waeng, or a home visit inside Amphoe Waeng

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Fees, the deposit, and what changes a quote are on the fee schedule. Goal lines between checkups are described on the goal tracking page.