Financial assessment
Net worth, cash flow, debt-to-income and progress to independence, computed from your real numbers on current-year brackets and limits.
Taya Pro Consulting · financial consulting practice
A full bench of financial consultants, working your file systematically.
Eleven specialists assess your situation, build quantified strategies and counsel you in plain language — cash flow, debt, investing, retirement, tax, risk, estate and business capital. Every plan is filed to your own client portal.
- Systematic assessment
- Every consultant runs a fixed, auditable framework — no step skipped, every assumption labelled.
- Quantified strategy
- Payoff dates, funding gaps, break-evens and allocations, with the arithmetic shown.
- Risk-first counseling
- Coverage gaps, drawdown stress tests and estate basics before any growth play.
- One integrated plan
- The lead consultant reconciles conflicts into a prioritised 12-month calendar.
What we do
Advice you can audit, not a chatbot answer
Tax brackets, contribution limits, Treasury yields and index levels live in the practice reference desk with a source and an as-of date, so the figures a specialist quotes are the current ones.
Strategic planning
Retirement funding odds, goal-by-goal shortfalls and the contribution that closes them, run over 1,500 simulated paths.
Portfolio & risk
A scored risk profile mapped to a low-cost model portfolio, with drift trades and tax-loss harvesting candidates.
Tax & estate counsel
Deferral room, bracket management, withdrawal sequencing and the estate basics most households never get to.
How it works
Three steps to a plan you can act on
1. Tell us your numbers
Fifteen minutes of intake: income, assets, debts and the goals you actually care about.
2. The bench works your file
Specialists run their frameworks against the same fact base and file written plans with scorecards.
3. Track it in your portal
Plans, goals, documents and follow-up steps live in your portal, with next actions dated.
The bench
Eleven specialists, one integrated plan
Each consultant owns a mandate, publishes their fee and availability, and hands their work to the lead consultant for reconciliation.
Aria
Discovery & Client Counseling
CFP®, MSc Behavioural Economics
Otto
Cash Flow & Budget Architect
CPA, AFC®
Vera
Debt & Credit Strategist
CFP®, Certified Credit Counselor
Kai
Investment & Portfolio Analyst
CFA, CAIA
Nadia
Retirement & Longevity Planner
CFP®, RICP®
Elias
Tax Efficiency Consultant
CPA, Enrolled Agent
“We came in with $28k of card debt and a house deposit three years out. We left with a dated payoff schedule, a funded savings plan and the arithmetic behind both.”
Illustrative engagement summary — every Taya Pro Consulting plan ships with its own scorecard for risk, cost, tax impact and goal alignment.
Already a client?
Open your portal to see plans, goals, documents and follow-up steps.
Open the client portalNew to Taya Pro Consulting?
Read how the practice works, then bring us your numbers.
About the practiceHave a question?
Send an enquiry and a consultant picks it up the next business day.
Contact usTaya Pro Consulting provides AI-generated educational financial guidance, not regulated financial, tax or legal advice. Verify material decisions with a licensed professional in your jurisdiction.