Neuron Anchor Financial Planning

Sitting · 4,800 THB

Yearly Plan Sitting

One sitting that updates a plan we have already written: new invoices, a changed income month, and a revised set-aside.

About one hour, updated pages within a week · One sitting and an updated plan

Request this sitting

Two adults at a lacquered desk with a closed folder, in a room of burgundy velvet and copper light

Who it is for

Families who already keep a Neuron Anchor education savings plan and have reached the review month written on the first page, or who have had a fee or income change they do not want to carry alone until that month.

What you leave with

Updated pages: the fee calendar for the year ahead, a revised monthly set-aside if the old one no longer fits, and a new review month.

Who prepares it

The planner who wrote the original plan, when they are available. If not, the other planner reads the file before the sitting.

How the sitting runs

  1. Bring the plan. The original paper plan, plus any new invoice or statement that changed the picture.
  2. The sitting. We change only what changed. A calm year can be a short sitting.
  3. Updated pages. You receive replacement pages within a week. The old pages stay in your file so you can see what moved.

Included

  • A reading of the existing plan before you arrive
  • A sitting of about one hour
  • Replacement pages for anything that changed
  • A new review month written on the first page

Left outside this sitting

  • Rewriting a plan that was prepared by another firm or by the family alone
  • New university paths not in the original plan — those are quoted as extra work
  • Product sales

Where and how long

Khok Chian office, or a home visit inside Amphoe Mueang Narathiwat. Duration: About one hour, updated pages within a week.

What to bring

  • Your Neuron Anchor plan
  • New school invoices
  • Any change in who contributes to fees

Fee

4,800 THB when Neuron Anchor wrote the original plan. Households without a plan from this office are offered the Family Education Savings Plan instead of a review of papers we did not prepare. A deposit of 30 percent holds the date. The balance is due when the written work is handed over. Cancellations follow the refund terms.

Limits of the paper

If the original plan is more than three years old and the children have changed school stage, we may recommend a new Family Education Savings Plan rather than forcing an update onto a document that no longer matches the household.

Next step

Request a yearly sitting and tell us the year your plan was written. Write to the office or telephone 073528471.