Your financial picture, drawn with care
Stonemarch offers structured, one-on-one financial education sessions for individuals who want to understand their money clearly — without pressure, without jargon, at a pace that suits them.
Begin Your JourneyThree paths to financial clarity
Each service is structured around honest conversation, careful observation, and a respectful pace. There's no single right path — only the one that fits where you are right now.
Financial Clarity Session
A structured walkthrough of your income, expenses, assets, and liabilities — resulting in a single-page financial snapshot you can actually use.
- One focused session
- Personal financial snapshot
- Suggested priorities document
Sustainable Spending Framework
Build a spending approach you can maintain comfortably — balancing present enjoyment with long-term security, guided by your own values.
- Values-based budgeting
- Lifestyle cost calibration
- Spending framework & worksheet
Decade Planning Advisory
A full ten-year financial projection — covering career trajectory, asset accumulation, milestone sequencing, and lifestyle design.
- Ten-year financial projection
- Milestone calendar
- Annual recalibration framework
Ready to understand your finances on your own terms?
Our sessions are designed around your situation, your questions, and your pace. There's no pressure — only a respectful, structured conversation about what matters to you financially.
Things people often ask
Who are these sessions intended for?
Our sessions suit working professionals, entrepreneurs, and individuals in Bangkok at any income level who feel uncertain about their financial picture and want to approach it methodically. No prior financial knowledge is required.
How do sessions take place?
Sessions are held in person at our Bangkok office on Surawong Road, or via video call for those who prefer to meet remotely. Each session is private and conducted one-on-one with a Stonemarch adviser.
What happens during a Financial Clarity Session?
We walk through your income, expenses, assets, and liabilities together in a structured way. By the end of the session, we produce a single-page financial snapshot along with a short list of priorities you may wish to address — at your own pace and comfort.
Is Decade Planning suitable if I'm just starting out?
Yes. Starting a ten-year plan earlier often makes the work easier, not harder. We build the projection from your current position — wherever that is — and sequence the milestones realistically around your life as it actually looks today.
How much do sessions cost and what is included?
The Financial Clarity Session is ฿3,200 for one session with a financial snapshot document. The Sustainable Spending Framework is ฿5,500 for three sessions with a personalized spending framework. The Decade Planning Advisory is ฿35,000 for six sessions with a full decade plan, milestone calendar, and annual recalibration framework.
How long does each session last?
Each session typically runs 75 to 90 minutes. We don't rush conversations about something as personal as your finances. If a session naturally concludes earlier, that's fine — we won't fill time unnecessarily.
Is my financial information kept private?
Completely. All information you share remains strictly between you and your adviser. We do not share, sell, or disclose client information to any third party. Please review our Privacy Policy for full details.
Our Bangkok Location
156 Surawong Road, Si Phraya, Bang Rak, Bangkok 10500
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Contact Details
156 Surawong Road
Si Phraya, Bang Rak
Bangkok 10500, Thailand
Monday – Friday: 09:00 – 18:00
Saturday: 10:00 – 14:00
Sunday: Closed