Our consultations help partners align on household money decisions. Each engagement is personalized; session length, format, and professional fees are agreed with you before work begins—we do not publish fixed packages because every couple arrives with different accounts and goals.
What a typical arc looks like
- Discovery call — You share context, constraints, and what “better” would look like for both of you.
- Document review — With your permission, we examine statements, policies, and notes you supply to build a shared picture.
- Joint working session — We facilitate structured conversation on cash flow, debt, savings, protection, and near-term choices.
- Written summary — You receive plain-language notes capturing agreements, open questions, and suggested next steps owned by each partner.
Formats
- In person at our Bang Rak office on Charoen Krung Road when schedules allow.
- Live video when partners are in different locations or prefer screen sharing for documents.
Before you begin
Gather the checklist items on our home page—income sources, fixed costs, shared goals, and questions each of you wants addressed. Incomplete data is acceptable; we will tell you what else would sharpen the next session.