Services
Services
Three service shapes, one planning table. Each engagement starts with the household as it actually stands today — parents, partner, children, caregivers, and the bills that come with each.
Initial consultation — NT$2,500
A 75-minute working session at our Beitou office or by video call. We lay out your household's income, fixed costs, eldercare line items and the next twelve months of expected spend. You leave with a one-page budget skeleton and a short list of decisions to make.
- Single household, both generations mapped on one sheet.
- Eldercare cost lines separated from general living costs.
- Written summary sent within five working days.
Ongoing planning support — NT$1,200 / month
A quarterly review, an open channel between reviews, and a budget file that is kept current as care arrangements change. Built for households whose numbers move more than once a year — a parent's caregiver changes, a sibling's contribution shifts, a tuition bill arrives.
- Quarterly review session (45 minutes).
- One budget file, kept live, shared with named household members.
- Email channel for ad-hoc questions between reviews.
Care-transition review — NT$3,800
A focused session for the month something changes: a parent moves in, a foreign caregiver arrives, a sibling stops contributing, a care facility is considered. We restate the household budget against its new shape and write down what each person is now responsible for.
- Restated cash-flow for the next six months.
- Written summary of who pays for what.
- One follow-up email exchange to settle open questions.
What we do not do
We are not a securities broker, an insurance agent, or a tax preparer. We do not sell investment products, receive commissions, or place your funds. We work on the household budget itself — cash-flow, care-cost lines, and the conversations between family members. For investment, insurance and tax filing we hand you to a licensed professional in Taiwan.
Ready to start? Book a consultation or read how a typical engagement runs.