Taya Pro Consulting · Intake

Client onboarding

Enter a real client's details yourself. Nothing is invented — the figures you record here become the ground truth every specialist reasons on, and the goals you write are scored for alignment on every plan.

01 · Who they are

Identity and household shape filing status, protection needs and time horizon.

Client name(s)

Client email (confirmations & plan updates)

Age(s)

Household

02 · Money in and out

Income and spending drive every surplus, tax and funding calculation.

Annual net income

Monthly expenses

03 · Assets and debts

Include APRs on debt so the payoff and refinance maths is real.

Savings & investments

Total debt

04 · Objectives

Written goals are scored for alignment on every plan the bench produces.

Primary goals

Anything else the bench should know

Risk posture

Computed position

Net worth

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Monthly surplus

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Savings rate

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Emergency cover

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Est. federal tax

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Calculated live from what you typed using the 2026 reference desk — update a field and this moves with it.

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