Planning process
Retirement planning works best when it follows a clear sequence rather than a single conversation. The process below is the one we use for every engagement, from a one-off readiness review to an annual plan check.
1. Inquiry
You send your main retirement question through the contact form. No fee is charged for the inquiry itself.
2. Scope and reply
We reply by email within two business days, confirming what the consultation will cover and any fee that applies.
3. Information gathering
With your agreement, you share the figures that matter — current savings, pension entitlements, expected costs in Thai baht, and who depends on you. Nothing more than what is needed is requested.
4. Analysis
We test your income path year by year, including difficult early-retirement market years, and identify where the plan is robust and where it is fragile.
5. Consultation
We meet — at our Bangkok office or remotely — to walk through the analysis in plain language, with the numbers in front of us.
6. Written summary
You receive a short written summary of the points discussed, the suggested next steps, and what to review and when.