Three services.
Each designed around you.
Windhollow offers three focused financial education services. Each has a clear structure, a fixed fee, and produces something you can hold on to after the sessions are complete.
Back to HomeHow Windhollow approaches every engagement
Each service starts by understanding where the client actually is â not where a standard model says they should be. We do not apply templates. We apply questions, and we listen carefully to the answers before forming any view.
The advisory work is always followed by something written. This is not a formality â it is the part where the session becomes useful long after it ends. Whether it is a summary, a matrix, or a multi-year plan document, you leave with a real output.
Listen first
Assess clearly
Explain plainly
Document it
Financial Peace of Mind Consultation
A consultation designed for individuals experiencing financial stress, uncertainty, or anxiety about their situation. This is not about fixing everything at once â it is about gaining enough clarity to know what actually matters right now, and what can wait.
The session covers a confidential review of your current concerns, an honest assessment of which issues are most pressing, and the creation of a manageable first-action plan. You leave with a written summary and a short list of concrete next steps â nothing vague.
What is included
- One extended session (approx. 90 minutes)
- Confidential review of your stated financial concerns
- Prioritisation of issues by urgency and impact
- Written session summary with first-action plan
- Available in person (Ekkamai) or via video call
This service suits you if
- You feel overwhelmed by your financial situation and don't know where to start
- Something has changed recently â job, relationship, income â and it has unsettled your financial footing
- You want an honest outside perspective, not a product recommendation
Session process
- 1.You share what's on your mind â no preparation needed
- 2.Advisor helps you separate urgent from background concerns
- 3.Together you create a first-action plan that feels manageable
- 4.Written summary delivered within 2 business days
Coverage categories reviewed
Insurance Portfolio Review
Most people in Thailand accumulate insurance policies over time â through employers, banks, and sales agents â without ever stepping back to look at what they actually have. This service does exactly that: a careful, comprehensive review of all your existing coverage.
We assess whether your existing policies give you the coverage you need, identify areas that are genuinely under-protected, and flag where you may be paying for overlapping or unnecessary coverage. The output is a clear matrix summary and a list of recommended adjustments â with no obligation to act on them in any particular way.
What is included
- Two structured sessions (approx. 75 minutes each)
- Review of all life, health, accident, property, and vehicle policies
- Coverage adequacy assessment against your circumstances
- Identification of gaps, overlaps, and inefficiencies
- Coverage summary matrix and written adjustment recommendations
This service suits you if
- You have multiple insurance policies but aren't sure what they actually cover
- Your life situation has changed (marriage, children, property) and your coverage hasn't been reviewed
- You suspect you might be over- or under-insured but lack the tools to assess it objectively
Five-Year Financial Horizon Plan
For those who are ready to take a deliberate, forward-looking approach to the next chapter of their financial life. This is not a generic savings plan â it is a structured, personalised advisory engagement that produces a detailed five-year financial document shaped entirely around your goals, income trajectory, and priorities.
Over four sessions, we work through goal setting, savings rate planning, investment allocation approach, career-income projection, and milestone scheduling. The final deliverable is a plan document you can return to, along with an annual checkpoint calendar that keeps you on track as your circumstances evolve.
What is included
- Four structured advisory sessions (approx. 90 minutes each)
- Goal-setting framework tailored to your circumstances
- Savings rate planning and investment allocation guidance
- Career-income projection incorporated into the plan
- Detailed five-year plan document delivered at completion
- Annual checkpoint calendar for ongoing self-review
This service suits you if
- You want to approach the next five years with intention rather than reacting to circumstances
- You have specific goals â property, education, business, early retirement â and want help connecting them to a realistic financial path
- You are earning well but feel your finances are not working as effectively as they could
The four sessions at a glance
Which service is right for you?
A quick reference to help you identify the most relevant starting point.
| Feature | Peace of Mind āļŋ3,000 |
Insurance Review āļŋ6,500 |
Horizon Plan āļŋ18,000 |
|---|---|---|---|
| Number of sessions | 1 | 2 | 4 |
| Written deliverable | |||
| Addresses financial stress | â | â | |
| Insurance coverage analysis | â | â | |
| Five-year plan document | â | â | |
| Annual checkpoint calendar | â | â | |
| Online session option |
Shared across every service
Full confidentiality
Session content and all personal data are handled in compliance with Thailand's PDPA. Nothing is shared outside the practice without your consent.
Fixed, transparent pricing
The price shown is the price you pay. No extensions, no upsells, no additional charges unless you choose to engage a further service.
No product referrals
We do not refer clients to insurance agents, investment platforms, or any third-party financial product. Our only output is education and guidance.
Written deliverables
Every service ends with a written document. Delivered within two business days of the final session.
Plain language throughout
All sessions and written materials are designed to be fully understood without any prior financial knowledge.
Flexible session delivery
Sessions available in person at our Ekkamai office or via video call for clients in other parts of Bangkok or beyond.
We can help you decide which service fits your situation best.
Simply reach out and tell us a little about what you are dealing with. We will suggest the most sensible starting point â with no pressure attached.
Get in Touch