Personal Financial Advisory
Our approach to financial planning isn't about complex formulas or unrealistic promises. We sit down with you and map out where you want to be in five or ten years, then work backward to create achievable steps.
Last month, we helped a young couple in Ho Chi Minh City establish their first savings plan after they realized their wedding expenses had drained their emergency fund. Instead of lecturing them about budgeting, we spent time understanding their actual spending patterns and found realistic ways to redirect money toward their goals.
- Monthly budget reviews and adjustments based on real spending data
- Emergency fund planning with flexible contribution schedules
- Debt reduction strategies that don't eliminate quality of life
- Goal-based savings programs for major life events
- Investment readiness assessments for growing wealth
Our Planning Specialists
Draymond Kessler
Senior Financial Advisor
Draymond has spent the past eight years helping Vietnamese families navigate major financial decisions. His specialty is working with people who've never had formal financial planning before – he breaks down complex concepts into manageable steps that actually make sense in daily life.
Caspian Hartwell
Investment Planning Consultant
Before joining our team in 2023, Caspian worked with international investment firms. He understands both local Vietnamese market conditions and global investment opportunities, helping clients build portfolios that balance growth potential with practical risk management.
How We Work Together
Initial Discovery Session
We start with a 90-minute conversation about your current financial situation and future goals. No judgment, no sales pitch – just honest discussion about where you are and where you want to go. Many clients tell us this is the first time anyone has asked them detailed questions about their financial priorities.
Custom Strategy Development
Over the next two weeks, we analyze your financial data and create a personalized plan. This isn't a template – it's built around your specific income, expenses, and life circumstances. We present multiple scenarios so you can choose the approach that feels most comfortable.
Implementation Support
The hardest part isn't creating a plan – it's sticking to it. We provide ongoing support through monthly check-ins, quarterly strategy reviews, and unlimited email access for questions. When life changes happen, we adjust the plan together rather than starting over.