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Financial Discovery

WORKSHOP ENGINE

1. Retirement Planning

Age Horizon & Retirement Goal

Retirement Goal Planning

Core Living Expenses

Estimate your retirement expenses for each category based on today's cost of living and current purchasing power (excluding future inflation).

Total Annual Target฿0

Foreseeable Discretionary Expenses

Estimate other future expenses or lump sums (either as one-time milestones or recurring costs), such as:

  • Annual vacations (until age 80)
  • Replacing your car every 10 years
  • Home renovations every 10 years
  • Hiring a caregiver (from age 80-95)
  • Transferring inheritance (gradually between ages 90-95, or a lump sum at 95)

Foreseeable Income

Estimate future income or lump sums (either as one-time milestones or recurring income), such as:

  • Pension (Annual)
  • Rental income (Annual)
  • Lump sum from selling an asset
  • Inheritance

2. Income

Do you have a Provident Fund (PVD)?

Primary Income & Provident Fund: This section is for income from employment that participates in a provident fund. Your primary income syncs to the Annual Income table automatically, and the Provident Fund data feeds the TVM projection.

Annual Income

SourceAnnual

3. Cash Flow

Annual Expenses

ItemTypeAnnual

Excess Saving

Annual Excess Saving (Surplus)
Total Annual Income (฿0) minus Total Annual Expenses (฿0)
+฿0
Note: We will invest the excess savings for retirement.

4. Current Assets

NameClassValue

5. Risk Tolerance Questionnaire

Rate each statement from 1 (most cautious) to 10 (most aggressive) to discover your investment risk profile.

5
110
Significant ThreatOpportunities for higher returns
5
110
Very uncomfortableVery comfortable
5
110
Sell immediatelyHold / Buy more
5
110
Would avoidVery inclined
5
110
Not comfortableVery comfortable
5
110
Not openVery open
5
110
Much more cautiousMuch more aggressive
5
110
Not worth the riskEssential priority
5
110
Very uncomfortableVery comfortable
5
110
Very stressedCompletely calm