Clarity Today. Confidence Tomorrow.
Partner with Wasana Palapan to protect the people you love, strengthen your business, and move forward with a financial plan that actually fits your life.
Fully Licensed Advisor
Regulated expertise focused on protecting your priorities.
200+ Relationships Supported
Personalized strategies for families and founders alike.
Education-First Experience
Straightforward explanations before any decisions are made.
Advice that feels personal, not prescriptive.
From discovery to implementation, every step is designed to remove guesswork, reduce overwhelm, and keep your goals front and center.
Guidance Built on Trust
We begin with empathy—listening to what keeps you up at night and crafting solutions that respect your story, culture, and ambitions.
Decisions Made Clear
Every concept is translated into plain language, complete with scenarios and next steps so you know exactly why a recommendation matters.
Holistic, Balanced Strategies
From life insurance to business funding, each plan is calibrated to safeguard today while creating room for future opportunities.
Meet Wasana
Wasana Palapan is a financial advisor and educator who blends heartfelt stewardship with proven strategy. Her Thai heritage and entrepreneurial journey inspire the way she serves clients—through attentive listening, cultural awareness, and pragmatic guidance.
After years in the financial services industry, she recognized how many families and business owners felt unheard or rushed. Today, Wasana runs every meeting with education at the center, ensuring you know the “why” behind every option before you make a commitment.
Whether you are safeguarding your family or building a funding roadmap for your business, Wasana becomes an advocate—pairing protection, growth, and legacy planning so you can move forward with calm confidence.
How I Can Help You
Integrated financial protection and funding strategies designed around real families, real founders, and the milestones ahead.
Life Insurance Solutions
Protect income, dreams, and legacies with coverage that fits your household and evolves with every season of life.
- •Personalized term, whole life, and indexed strategies
- •Comprehensive family protection mapping
- •Estate and legacy collaboration with your professionals
TJ Funding Consulting
Align capital with growth goals through an advisor who understands lender expectations and the rhythm of entrepreneurship.
- •Fundability assessments and step-by-step roadmaps
- •Growth capital positioning and preparation
- •Bankable business structuring guidance
A calm, guided path from question to confident action.
Whether the focus is family protection, business capital, or both, the process stays organized, transparent, and respectful of your time.
Discover
We begin with a relaxed conversation to surface your priorities, gaps, and opportunities—no jargon, just clarity.
Design
You receive tailored options with clear comparisons, showing how each choice supports your family or business goals.
Partner
We put the plan in motion together and stay in touch with proactive reviews as life, careers, and revenue evolve.
What Clients Say
Real experiences from families and business owners who found clarity and confidence.
"Wasana translated the fine print into a plan that actually makes sense. For the first time, I feel confident our family is truly protected."
Sarah M.
Small Business Owner
"The TJ Funding roadmap gave us a clear path to capital. We knew exactly which steps to take and secured financing faster than expected."
Michael T.
Entrepreneur
"I never felt rushed. Wasana answered every question with patience and made sure I understood the why behind each recommendation."
Jennifer L.
Working Parent
Answers that keep you moving forward.
If you don't see what you're looking for, reach out—Wasana is always happy to address unique situations and custom scenarios.
What happens during a clarity session?
We spend about 30 minutes unpacking your goals, reviewing your current coverage or funding position, and identifying simple next steps. Expect education—not a sales pitch.
Is there a cost to get started?
The initial clarity session is complimentary. If we decide to keep working together, we outline compensation transparently before you sign anything.
Can you collaborate with my attorney or CPA?
Absolutely. Coordinating with your existing advisors keeps your plan cohesive. With your permission, Wasana partners directly with them to align every recommendation.
How quickly can a funding strategy be implemented?
Timelines vary by lender and documentation, but most clients have a clear roadmap within two weeks. We prioritize momentum while making sure every requirement is covered.
Let's design your next confident step.
Book a complimentary session to align your protection, cash flow, and growth strategy—then leave with a clear roadmap.
We'll start with what matters most
Share a little context below and we'll respond within one business day with next steps.
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