One framework, every engagement
Discovery builds the fact base, specialists work their mandate against it, and the lead consultant reconciles conflicts into a single prioritised calendar. No step is skipped and every assumption is labelled.
About the practice
A full consulting bench, run like a professional practice
Taya Pro Consulting exists because good financial advice is not a single conversation — it is a sequence of assessments handed between specialists who each own a domain. We run that sequence end to end: intake and goal hierarchy, cash flow, debt, investments, retirement, tax, risk, estate, business finance and private wealth, closed out by a lead consultant who resolves the trade-offs between them.
Dated figures, not vibes
Tax brackets, contribution limits, Treasury yields and index closes live in the practice database with a source and an as-of date. The desk refreshes itself, so the numbers a specialist quotes are the current ones.
Written, auditable advice
Each session is filed as a plan with a scorecard — risk, cost, tax impact and goal alignment — plus a follow-up timeline you can tick off. Nothing lives only in a conversation.
The client owns the file
Your portal holds the file, the documents you upload, your goals, your messages and your bookings. Share a read-only link with a partner or accountant whenever you want.
The bench
Eleven consultants, each with their own mandate, credentials, fee and released hours.
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
Sloane
Risk & Insurance Specialist
CLU®, ChFC®
Imogen
Estate & Legacy Planning
JD, AEP®
Rosalind
Private Wealth Management
CFA, CPWA®
Marcus
Business & Corporate Finance
MBA Finance, CVA
Taya Pro Consulting Lead
Chief Consultant & Plan Synthesis
CFP®, CFA — Lead Consultant
Ivo
Strategic Finance Lead
MBA Finance, ex-investment banking & strategy consulting
Marguerite
Commercial Deal Desk & Partnerships
CFA, ex-private equity and commercial finance
Soren
Forecasting & Scenario Modeling
MSc Mathematics, FMVA
Priya-Anne
Consolidation & Operating Costs
CPA, ex-Big Four FP&A
Halden
Executive Narrative & KPI Scorecards
MBA, ex-strategy and business analytics lead
Dario
Business Strategy & Positioning
MBA Strategy, ex-management consultant
Lena
Operations & Systems Consultant
Lean Six Sigma Black Belt
Theo
Growth, Sales & Marketing
MSc Marketing, ex-VP Growth
Amara
Learning Path & Study Strategy
MEd Learning Sciences
Jonah
Admissions & Applications
Former admissions reader, MA Education
Priya
Career Skills & Certification
SHRM-SCP, career development specialist
Isolde
Brand & Design Direction
BA Design, brand director
Rafa
Content & Storytelling
MA Journalism, content strategist
Nico
Creative Product & Innovation
MDes, product design lead
How an engagement runs
- 1. Onboarding. You enter the real numbers — income, expenses, assets, liabilities, goals — and the practice computes net worth, DTI and progress to financial independence on the spot.
- 2. Documents. Upload pay stubs, tax returns and statements. Specialists cite them by name instead of assuming figures.
- 3. Consultation. Each specialist runs its analysis in the consultation room and files a written plan with a scorecard.
- 4. Portal handoff. Plans, goals and follow-ups appear in your portal timeline, with bookings for the next session.