A written order goes stale when overtime stops, a child arrives, a card is finally cleared, or a relative asks for the family loan to pause. The plan check is the short visit that rewrites the order against the new month.
Bring the plan you already have. The visit starts from that page rather than from an empty table.
Who it is for
Households who completed a debt-repayment plan or a spending review with this practice and now need the page brought up to date. New clients begin with one of those two engagements.
What you leave with
A revised one-page order or a revised spending picture, with the change written in plain language: what moved, what stayed, and the next due date to watch.
How the work proceeds
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Bring the old page
The original plan and any new statement or pay slip come to the meeting. The visit cannot rewrite a number that is not in the room.
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Name the change
You say what shifted: pay, a paid-off account, a new school-term cost, a family loan that paused. The rest of the order is left alone unless the arithmetic forces a move.
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Leave with the revision
You leave with the revised page the same day, or the next working day if a contract line has to be re-read in the office.
Included
- Reading the existing plan against the new figures you bring
- A rewritten page you can put with the original
- A short note of what would trigger another visit
Outside the engagement
- Rebuilding a plan when the original papers were done by another office
- A full new list of debts you have never brought in
- Negotiation with a lender
Before you come
- Your existing Logic Harvest plan
- The statement or slip that shows the change
- The date of the next instalment you are worried about
Limits of the work
- This visit is only for plans written by Logic Harvest Financial Planning.
- If more than two new debts have appeared, the office will say so and quote a fresh debt-repayment engagement instead of forcing them into a short visit.
- One visit covers one change. A second unrelated change can be booked as another visit.
Who does the work
Siriwan Phakdee.
Fee
Fixed fee for one visit on an existing Logic Harvest plan. A new debt stack from scratch is the full debt-repayment engagement, not this visit. The figure is confirmed by email or by phone before a deposit is arranged. The website shows the schedule only. Fee notes for the whole practice.
Next step
Book a plan check and mention the month of your original plan so the folder can be pulled before you arrive.