Engagement

Yearly household review

A return visit for households who completed a Foundation Plan with us. We read last year’s pages against what actually happened, then adjust the reserve and the family sums.

A couple and a planner seated for a yearly review beside a folder of cream papers and a copper lamp.
Format One meeting and a letter
Duration 90 minutes, plus a letter within ten days
Fee 4,200 baht
Where Practice room in Tambon Su-ngai Padi

Who it is for

Households who already hold a Foundation Plan from this practice. The review is for the second year and after. A new household’s first year belongs in the Foundation Plan, not here.

What you leave with

Last year’s decision list marked with what you did, what you skipped, and what the next year should protect. A short letter arrives within ten days so the conversation does not depend on memory.

Included

  • Ninety minutes with the planner who knows your earlier plan
  • A marked copy of last year’s decision list
  • A revised reserve figure if wages, rent, or a birth in the family changed the month
  • A letter within ten days

Outside this sitting

  • A first plan for a household we have not met
  • Product sales
  • Rewriting the entire foundation document unless the household has changed address, wage, and family obligations all at once. That rewrite is quoted as a new Foundation Plan.

Who sits with you

Anong Srisawat, or Yusuf Hamid if he sat with you on the family meeting and you prefer him for the return.

How the time is spent

Read

We read last year’s plan beside the year you actually lived. Missed items are recorded without scolding.

Adjust

Reserve, rent, and family sums move only where the facts moved. A bonus that arrived once is not treated as a new wage.

Letter

Within ten days you receive a short letter restating the figures you agreed in the room.

What to bring

Bring the old plan if you still have it. We keep a copy in the practice file as well. Note any hospital bill, new child, move, or wage change in a few lines.

Limits

Offered only to households with a completed Foundation Plan here. If more than two years have passed and the papers no longer match the home, we will say so and suggest the six-week plan again.

Fee

The fee is 4,200 baht, paid at the visit. An extra meeting, if both sides agree one is needed, is 2,200 baht.

Write to us with the year of your Foundation Plan and a Tuesday-to-Saturday date you prefer.

Ask about this engagement