Three Programs.
One Clear Direction.
Each program is built around a specific financial challenge that professionals and individuals in Bangkok commonly face. Find the one that matches where you are right now.
Back to HomeContext Before Concepts
We start from your real situation, then introduce the concepts that explain it. Not the other way around.
Materials You'll Keep Using
Every program includes worksheets, guides, or checklists designed for continued use after the sessions end.
Sessions, Not Lectures
Programs are structured as conversations, with time for questions built in throughout — not saved for the end.
Financial Vocabulary for Professionals
Designed for working professionals who encounter financial terminology in meetings, documents, and news — but never received formal training to understand it. Three sessions build a working vocabulary for business finance, personal finance, and the language of financial reporting.
Business finance terminology: P&L, balance sheets, cash flow, EBITDA explained in plain terms
Personal finance vocabulary: net worth, asset classes, liquidity, compound interest in context
Interpreting financial news: how to read earnings reports, economic indicators, and fund disclosures
Professional's financial dictionary: context-rich reference guide included with every program
How the three sessions are structured
Business finance — the language of company performance and operations
Personal finance — vocabulary for managing and growing individual financial positions
Financial media — reading and interpreting news, reports, and fund documents with confidence
Program Fee
3 sessions · dictionary & reference guide included
Best suited for
- Mid-career professionals entering finance-adjacent roles
- Managers presenting to financial stakeholders
- Expatriates engaging with Thai business partners
- Anyone who wants to follow financial conversations with confidence
Best suited for
- Individuals currently reviewing their insurance coverage
- Families planning for long-term care considerations
- Expatriates comparing international vs. local Thai health plans
- Anyone who has had an unexpected medical expense and wants to prepare better
Health Cost Planning
A practical two-session service for anyone trying to understand and plan for healthcare expenses in Thailand. The Thai private healthcare market is large and variable in cost — navigating it without a framework often means paying more or being poorly covered when it matters most.
Insurance plan comparison: understanding what different plans cover and where the gaps typically appear
Out-of-pocket cost estimation: building a realistic picture of potential healthcare spending over time
Critical illness financial preparation: how to approach the cost dimension of a serious health event
Long-term care cost awareness: planning for care needs in older age within the Thai system
How the two sessions are structured
Healthcare system overview, insurance comparison tools, and your current coverage review
Cost estimation, critical illness preparation, and completing your personal health cost planning worksheet
Program Fee
2 sessions · health cost worksheet & insurance checklist
Sabbatical & Career Break Financial Planning
A three-session program for anyone seriously considering a deliberate break from employment. The financial dimension of a career break is often what stops people — or leads to a poorly prepared departure. This program addresses that directly, from initial runway calculation through to re-entry readiness.
Financial runway calculation: how much is enough, and how to assess your actual position
Expense reduction strategies: identifying where your spending can shift without affecting wellbeing
Benefit continuation planning: what happens to insurance, provident fund, and social security during a break
Re-entry financial preparation: how to position yourself financially for returning to employment
How the three sessions are structured
Your current financial position — income, assets, liabilities, and monthly burn rate
Runway scenarios, expense strategy, and benefit continuity planning during the break
Re-entry planning and completing your sabbatical financial plan and countdown checklist
Program Fee
3 sessions · sabbatical plan & countdown checklist
Best suited for
- Professionals considering a break of three months or more
- Individuals planning parental leave beyond standard entitlement
- Those transitioning between career fields and needing a gap period
- Anyone who wants the financial clarity to make this decision well
Choosing the Right Program
Not sure where to start? This overview may help clarify which program suits your situation.
| What you're looking for | Vocabulary | Health Costs | Sabbatical |
|---|---|---|---|
| Understanding financial terms at work | |||
| Making sense of insurance plans | |||
| Planning healthcare costs in Thailand | |||
| Calculating how long your savings will last | |||
| Preparing for a career pause | |||
| Reading financial news and reports | |||
| Number of sessions | 3 | 2 | 3 |
| Program fee | ฿4,200 | ฿6,000 | ฿10,500 |
What Every Program Includes
Strict Confidentiality
All client information shared during sessions is held in strict confidence under our PDPA-compliant privacy practices.
Current Content
Program materials are reviewed and updated when relevant changes occur in the Thai financial or healthcare landscape.
No Commission or Referral
We earn nothing from any financial institution or product provider. Our incentive is entirely your understanding.
In-Person or Online
All programs are available at our Bangkok office or via secure video call, with identical content and materials.
Post-Session Support
Questions that arise between or after sessions can be sent by email. We respond within two business days.
Initial Conversation at No Charge
Before any program begins, we offer a brief introductory call to confirm the program is the right fit for your situation.
Which Program Fits Your Situation?
Reach out and we'll talk through it together. An initial conversation is free and takes around 15 minutes.
Book an Initial Conversation