Loomstead Programs

OUR PROGRAMS

Three Programs. Three Distinct Topics.

Each Loomstead program addresses a specific financial subject in depth — designed for participants who want to understand something properly, not just skim the surface.

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OUR METHODOLOGY

How All Programs Are Delivered

Every Loomstead program follows a consistent structure: small groups, facilitated discussion, practical exercises, and materials you keep. The content changes; the quality of the experience does not.

MAX 8 PARTICIPANTS

90–120 MIN SESSIONS

SILOM, BANGKOK

MATERIALS INCLUDED

PROGRAM 01

Financial Habits Workshop

A behavioral program focused on how financial habits form and how to shape them deliberately. Rather than prescribing a budget, this program helps participants understand why their current patterns exist and how to introduce changes that are likely to stick.

Drawing on habit loop research and behavioral economics, participants analyse their own financial behaviours, identify the most valuable areas for change, and build practical accountability structures to support that change over a 30-60-90 day horizon.

Habit loop analysis applied to financial behaviour
Identifying keystone financial behaviours for your situation
Accountability partnering with structured check-in points
30-60-90 day habit formation timeline

SESSIONS

3

DURATION

~3 wks

INVESTMENT

฿4,000

WHAT YOU RECEIVE

Habit tracker Behavioral change toolkit Session notes
Enquire About This Program
Financial Habits Workshop

SESSION OUTLINE

01

Mapping Current Patterns

Examining existing financial habits, identifying triggers and rewards that drive current behaviour.

02

Designing Change

Selecting keystone behaviours, building an accountability structure, and drafting the 30-60-90 day plan.

03

Review & Adjustment

Reviewing progress against the plan, troubleshooting sticking points, and refining the approach.

Bond and Fixed Deposit Comparison

SESSION OUTLINE

01

Understanding the Instruments

How bonds and fixed deposits work, their mechanics, and how each generates return.

02

Comparison & Application

Working through the suitability matrix against real financial goals: liquidity needs, time horizons, and income objectives.

PROGRAM 02

Bond & Fixed Deposit Comparison

An educational service that examines bonds and fixed deposit accounts side by side as savings and income instruments. Many individuals encounter these options but lack a clear framework for evaluating which might be more appropriate for their goals — this program provides that framework.

Sessions cover the mechanics of each instrument, yield comparison methods, liquidity differences, minimum investment thresholds, and how each fits different financial timelines and objectives. Participants complete the program with a personalised suitability matrix.

Yield comparison methodology explained plainly
Liquidity differences and their practical implications
Minimum investment requirements across available options
Personalised suitability matrix based on your goals

SESSIONS

2

DURATION

~2 wks

INVESTMENT

฿5,200

WHAT YOU RECEIVE

Comparison document Suitability matrix Session notes
Enquire About This Program

PROGRAM 03

Financial Readiness for Major Life Events

An advisory program designed for individuals who anticipate a significant personal transition — whether that is getting married, purchasing property, becoming a parent, changing careers, or relocating. Each program is built around a single chosen event and the financial preparation that event requires.

Rather than generic financial planning advice, sessions focus directly on the cost landscape, timeline, and resource requirements of your specific upcoming event. You leave with an event-specific financial readiness plan and a practical checklist for the months ahead.

Cost estimation for your specific event
Timeline planning with financial milestones
Resource assembly — identifying and organising what is needed
Contingency preparation and buffer planning

SESSIONS

3

DURATION

~3 wks

INVESTMENT

฿11,000

SUITABLE FOR

Marriage Home purchase Parenthood Career change Relocation

WHAT YOU RECEIVE

Readiness plan Event checklist Session notes
Enquire About This Program
Financial Readiness for Life Events

SESSION OUTLINE

01

Event Scoping & Cost Landscape

Mapping the full financial picture of the chosen event — what it costs, when those costs arise, and what is typically overlooked.

02

Resource Planning

Identifying current resources, building toward required amounts, and structuring a timeline with defined milestones.

03

Contingency & Final Plan

Adding buffer planning for unexpected costs and finalising the readiness plan document and checklist.

CHOOSE YOUR PROGRAM

Which Program Fits Your Needs?

Use this overview to find the program that aligns with what you are currently working through.

FEATURE Habits Workshop Bond & FD Life Events
Number of sessions323
Program fee฿4,000฿5,200฿11,000
Focus areaBehavior changeSavings instrumentsLife transitions
Best suited forBuilding new patternsEvaluating optionsPlanning a specific event
Personalised document
Post-program support

Not sure which program fits best? Reach out and we will help you decide.

ACROSS ALL PROGRAMS

Shared Standards

Strict Confidentiality

Participant information and discussions remain private.

Education Only

We do not provide investment advice or financial planning services.

Open Dialogue

Questions are welcomed and addressed in full during each session.

Updated Content

Materials reflect current conditions in Thailand's financial landscape.

TAKE THE NEXT STEP

Interested in One of Our Programs?

We welcome questions about any program and are happy to help you decide which one suits your current situation. Reach out when you are ready.

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