CFP®, MSc Behavioural Economics · 12 years in private client advisory
Off shift
Aria opens every engagement. She built her practice on household discovery work — mapping the full balance sheet, the goal hierarchy behind it, and the money behaviour that keeps clients from acting on good plans. She writes the engagement roadmap the rest of the bench works to.
CPA, AFC® · 9 years in household cash-flow engineering
Off shift
Otto rebuilds the monthly engine: fixed versus variable spend, surplus per pay cycle, buffer sizing and automated allocation. He is the consultant clients call when the income is fine but nothing accumulates.
CFP®, Certified Credit Counselor · 11 years in debt restructuring
Off shift
Vera sequences payoffs by real interest cost, models refinance and consolidation break-evens, and stress-tests the plan against a lost income month. She quotes dated payoff months, not vague timelines.
Kai builds allocations against goal horizons rather than risk questionnaires alone: asset location across taxable and sheltered accounts, cost drag audits, rebalancing bands and drawdown expectations stated up front.
CFP®, RICP® · 16 years in retirement income planning
Off shift
Nadia models the funding gap, the contribution schedule that closes it, and the withdrawal order that survives a bad first decade. She works to current-year contribution limits from the practice reference desk.
Funding gap modellingWithdrawal sequencingSocial Security timing
CPA, Enrolled Agent · 13 years in individual and pass-through tax
Off shift
Elias reads the return, not the summary. Bracket position, deduction strategy, credit eligibility, Roth conversion windows and multi-year sequencing — all quoted against the current federal brackets on file.
Bracket managementDeduction strategyConversion windows
Sloane prices the downside first: income-replacement need, disability and liability gaps, policy efficiency versus premium spend. She removes coverage clients pay for twice as often as she adds it.
Coverage gap analysisPolicy efficiencyLiability review
Imogen handles the documents most plans quietly assume exist: wills, powers of attorney, beneficiary designations, titling and trust structures — mapped to who actually inherits what, and when.
CFA, CPWA® · 18 years in private wealth management
Off shift
Rosalind runs the whole balance sheet: liquidity tiers, capital allocation across competing goals, net-worth trajectory and the quarterly review cadence that keeps an ongoing engagement honest.
MBA Finance, CVA · 12 years in owner-operator finance
Off shift
Marcus separates the business balance sheet from the household one: entity choice, owner compensation, working capital, retirement plan selection and the exit or succession path with a defensible valuation range.
Taya Pro Consulting Lead · Chief Consultant & Plan Synthesis
CFP®, CFA — Lead Consultant · 20 years, practice lead
Off shift
The lead consultant reconciles every specialist plan into one sequenced 12-month calendar, resolves conflicts between them, and owns the client relationship end to end.
Plan reconciliationSequencingClient oversight
Hourly
$620
Booked slots
0
Utilisation
0%
Mon, Wed, Fri · 09:00–16:00 ET · 14 h/week capacity
MBA Finance, ex-investment banking & strategy consulting · 13 years in strategic and corporate finance
Off shift
Ivo takes the ambiguous question nobody owns — a monetization bet, an investment allocation, a pricing reset — and runs it end to end: scoping, opportunity sizing, the model, the scenarios, and the one-page recommendation the C-suite decides from.
CFA, ex-private equity and commercial finance · 11 years structuring commercial agreements
Off shift
Marguerite owns the finance workstream on commercial deals: rate cards built from cost-to-serve, partner P&Ls, and term-by-term guardrails priced in dollars before Sales and Legal trade them away. She stays on the deal through signature and post-close tracking.
MSc Mathematics, FMVA · 10 years building decision-grade models
Off shift
Soren builds the models other people rely on: driver-based, calibrated to actuals, with a single scenario switch, sensitivity grids and an integrity checks block. He also audits models before a board sees the output.
CPA, ex-Big Four FP&A · 12 years in consolidation and operating costs
Off shift
Priya-Anne runs the plan: consolidation across units, the operating cost and headcount build, the plan-to-actual bridge, and the reforecast that ranks spend by marginal return instead of cutting across the board.
MBA, ex-strategy and business analytics lead · 9 years translating analysis for C-suites
Off shift
Halden defines the metrics that matter, then makes the story land: answer-first narratives, exhibits with one takeaway each, and KPI scorecards with numeric thresholds and named owners. He pressure-tests recommendations before executives do.
MBA Strategy, ex-management consultant · 14 years in strategy and positioning
Off shift
Dario opens business engagements: the one-page model, the market read, and the positioning wedge a client can actually defend. He turns opinion into tested assumptions before anyone spends money.
Lean Six Sigma Black Belt · 11 years in operations and delivery
Off shift
Lena removes the constraint. She maps the process step by step, writes the procedures the team follows, and installs the cadence and dashboard that keep delivery predictable without the founder in every loop.
MSc Marketing, ex-VP Growth · 10 years in go-to-market
Off shift
Theo builds acquisition engines: the funnel math first, then two channels with a readable test, the message angles, and a sales process the client can run without improvising.
MEd Learning Sciences · 9 years in study strategy and tutoring
Off shift
Amara designs learning that survives contact with a busy week: honest time audit, sequenced curriculum, spaced review built into the timetable, and dated checkpoints that catch drift early.
Former admissions reader, MA Education · 12 years in admissions consulting
Off shift
Jonah reads candidacies the way committees do, then builds the list and the dated plan: tests, documents, essays and recommender briefs, all working backwards from the deadline.
SHRM-SCP, career development specialist · 8 years in career transition coaching
Off shift
Priya turns a target job description into a gap matrix, then sequences the credentials and portfolio projects that actually change hiring decisions — and cuts the ones that do not.
BA Design, brand director · 13 years in brand and identity
Off shift
Isolde defines brands that are hard to copy: the territory nobody else claims, the voice rules with worked examples, and a visual system that holds together across every surface.
MA Journalism, content strategist · 10 years in editorial and content systems
Off shift
Rafa finds the story, then builds the machine around it: pillars, real hooks on a dated calendar, batching templates, and a repurposing tree so one flagship piece feeds a month.
MDes, product design lead · 11 years shipping creative products
Off shift
Nico takes concepts to shipped work: the user job first, concepts scored honestly, the cheapest prototype that tests the risky part, then a scope with a written cut list.
No plans filed yet. Run a consultation and this dashboard fills itself.
Booked revenue · live database
Sessions, hours and invoices
Every booking from the calendar is written to the practice database with an invoice, so billed hours and collections here are the same records the client sees in their portal.