Discovery & counselling
A structured intake on income, assets, debts, household and goals, then a written read on where the money is actually going.
Client file, baseline metrics, priority order
The practice
What we do, and who does it
Taya Pro Consulting runs a specialist bench across discovery, planning, portfolio, tax, risk, estate and business finance. Every engagement works from one client file, and every session is filed as a written plan with a scorecard you keep.
Services
Engagements we take
Strategic planning
Monte Carlo funding odds to age 95, the contribution that reaches 85% success, and goal-by-goal probabilities.
Plan with success probability and percentile balances
Portfolio design & risk
An eight-question risk score mapped to a low-cost model portfolio, with drift bands, a trade list and harvestable losses.
Target mix, rebalance trades, harvest candidates
Tax positioning
Bracket, deduction and contribution-limit work against the live statutory year, with the annual saving quantified.
Tax actions with dollar impact
Debt & cash flow
Payoff sequencing by rate and balance, refinancing tests, and an automation schedule you can actually run.
Payoff schedule with monthly amounts
Ongoing oversight
Quarterly reviews, follow-up tracking against each goal, and a dated disclosure trail kept in your portal.
Reviews, follow-ups, disclosures
The principal
Who stands behind the bench
This is placeholder copy for the practice principal — edit it with your own name, story and credentials. The intent: explain who you are, the clients you serve best, how you charge, and why you built a bench of specialists instead of a single generalist relationship. Keep it plain and specific; prospects are deciding whether to trust you with their numbers.
CFP® — Certified Financial Planner
Placeholder — replace with your own designation
CFA charterholder
Placeholder — replace with your own designation
14 years in private wealth and planning
Placeholder — replace with your own history
Fee-only, fiduciary, no product commissions
Edit this to match how you actually charge
Membership
Keep the portal open between sessions
Essentials
$49per month
Your own portal: filed plans, scorecards, goal timeline and secure messaging.
- Client portal with every filed plan
- Risk, cost, tax and goal scorecards
- Follow-up timeline with next actions
- Secure messaging inbox
Advisory
$299per month
One specialist consultation a month, plan updates and priority messaging.
- Everything in Essentials
- One 60-minute specialist session monthly
- Plan rebuilt as your numbers change
- Priority replies from the bench
Ongoing oversight
$780per month
Private wealth oversight with quarterly reviews and unlimited messaging.
- Everything in Advisory
- Quarterly review with the lead consultant
- Annual tax-position and estate check
- Unlimited portal messaging