Three services, three points on the same path
Whether you're looking for a single, clear picture of where you stand today, a structured spending approach you can maintain across years, or a full decade-long financial projection — Stonemarch has a service built for that moment.
Back to HomeHow every Stonemarch engagement works
Each service follows the same fundamental method: careful listening, structured assessment, honest reflection, and a written output you keep. The depth and duration vary by service — the quality of attention does not.
Listen
We begin with your situation as it actually is — not as a template suggests it should be.
Assess
We work through your financial data using a structured framework suited to the service you've chosen.
Reflect
We walk through what we found, what it means, and where it points — clearly and without jargon.
Document
You leave with a written output specific to your situation — not a generic summary.
Financial Clarity Session
A focused, single session designed to give you a clear and complete picture of where you stand financially right now. We work through your income, expenses, assets, and liabilities using a structured walkthrough — and by the end, you have a one-page financial snapshot and a short list of priorities to consider.
This session is particularly well suited to individuals who have never formally assessed their financial position, those who are entering a new phase of life (career change, relocation, relationship change), or anyone who simply wants to understand their numbers clearly before making any larger decisions.
What the session includes
- One 75–90 minute session with a named adviser
- Structured income, expense, asset and liability walkthrough
- One-page Financial Snapshot document
- Suggested priorities document
- Available in person or via video
How the session unfolds
Introductory conversation to understand your background and what brought you here
Structured walkthrough of income and outgoings, then assets and liabilities
Reflection on what the picture shows and what it suggests
Delivery of Financial Snapshot and priorities document within 48 hours
Sustainable Spending Framework
A three-session program that helps you develop a spending approach you can actually maintain — one built around what you value, not what a generic budget template assumes you should spend. The program covers values-based budgeting, sustainable lifestyle cost calibration, and the balance between present enjoyment and future security.
This service works well for individuals who have tried budgeting before without lasting success, those who feel their spending doesn't reflect their priorities, and people who want a structured approach to living comfortably within their means over the long term.
What the program includes
- Three sessions across 3–6 weeks
- Values identification and lifestyle cost calibration exercise
- Personalised spending framework document
- Lifestyle alignment worksheet
- Between-session check-in support
Program progression
Session One: Values mapping and current spending reality — understanding the gap between what you spend and what you value
Session Two: Lifestyle cost calibration — building a spending structure aligned to your values and income
Session Three: Review, refinement, and delivery of the final spending framework document
Decade Planning Advisory
The most comprehensive service Stonemarch offers: a full ten-year financial projection and strategy, built around your career trajectory, asset accumulation targets, milestone sequencing, and the kind of life you actually want to be living in ten years.
Six sessions over three to six months, producing a decade plan document, a milestone calendar, and an annual recalibration framework you can use independently year after year. This engagement is suited to people who are serious about the next decade of their financial life and want a structured foundation to work from.
What the advisory includes
- Six sessions across 3–6 months
- Career income trajectory and asset accumulation modelling
- Risk management evolution planning
- Lifestyle design alignment
- Decade plan document
- Milestone calendar (10-year)
- Annual recalibration framework
Advisory progression
Sessions 1–2: Foundation — current financial position, life goals, and decade vision
Sessions 3–4: Projection — income trajectory, asset targets, milestone sequencing
Sessions 5–6: Risk, lifestyle design alignment, and delivery of full decade plan
Choosing the right starting point
Not sure which service fits your situation? This comparison may help. Many clients begin with a Financial Clarity Session before deciding whether they'd like to continue.
| Feature | Clarity | Spending | Decade |
|---|---|---|---|
| Sessions | 1 | 3 | 6 |
| Duration | 1 day | 3–6 weeks | 3–6 months |
| Financial Snapshot | |||
| Spending Framework | |||
| 10-Year Projection | |||
| Milestone Calendar | |||
| Annual Recalibration | |||
| Price | ฿3,200 | ฿5,500 | ฿35,000 |
Clarity: Anyone wanting to understand their current financial position for the first time.
Spending: Those wanting a lasting spending structure aligned to their values.
Decade: Individuals committed to building a clear, long-term financial strategy.
Shared across every service
Full Confidentiality
Every engagement operates under strict confidentiality, with data handled in alignment with Thailand's Personal Data Protection Act.
No Product Interest
Stonemarch earns only from session fees. No product referrals, no commissions, no investment arrangements — ever.
Scope in Writing
Every service scope, session count, and deliverable list is confirmed in writing before engagement begins.
Named Adviser
You work with the same named adviser throughout your engagement — not a rotating roster of staff.
Plain English
Sessions are conducted entirely in English. Technical terms are explained in plain language — not assumed.
In-Person or Remote
Every service is available in person at our Bang Rak office or via video — your preference, at each session.
Not sure which service fits? Reach out and ask.
Send us a message describing where you are and what you'd like to understand. We'll suggest the most sensible place to start — with no obligation to proceed.
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