Milestone Planning Session
Three meetings and a written 12-month calendar for one household change: a wedding, a house, a last working year, or the settlement of a parent's affairs.
Sessions · Ban Phru
Five ways to sit down with the money a milestone stirs up.
Each session is a set of meetings and a written page. The milestone session is the long one. The others answer a narrower question: a couple’s joint picture, a school calendar, a retirement month, or an inventory before a lawyer is instructed.
Household Money Review
Two meetings for a couple joining, or untangling, the money of two families before or after a wedding.
Education Funding Plan
A calendar of school and university costs set against the months your income actually arrives.
Retirement Income Map
A monthly picture for the years after a salary, a boat, or a stall stops, including support you still give or receive.
Family Provision Conversation
Two meetings that inventory the house, the gold, the plots, and the debts, so a lawyer starts from one set of facts.