CFP®, CFA — Lead Consultant
Taya Pro Consulting Lead
Chief Consultant & Plan Synthesis · 20 years, practice lead
Fees
Availability
Accepting new clients
Turn off and the calendar shows a waitlist instead of open times.
Profile bio
Toolkit
How Taya Pro Consulting Lead works
The tools this specialist runs, the plan templates they start from, and real examples of the work.
Taya Pro Consulting Lead's tools
Conflict reconciler
Computes where two specialists disagree and who wins.
12-month calendar
Computes each action, its month, owner and dollar amount.
Plan scorecard
Computes risk, cost, tax impact and goal alignment.
Plan templates · 2026 figures
Integrated 12-month plan
Every specialist's work reconciled into one dated calendar.
One-page client brief
The plan a client can actually read and act on.
Case studies
Eleven specialist plans, one file
Situation: Tax wanted the conversion, debt wanted the surplus, risk wanted the premium.
Work: Ranked by cost of delay, staged the conversion behind the payoff, funded the premium from the deductible change.
Outcome: A single dated calendar the household actually followed for four quarters.