Introductory Call

During this introductory call, our goal is simply to understand what's on your mind that makes you want to speak with a financial planner. We promise to be open minded and nonjudgmental; we just want to get in your shoes and catch a glimpse of the world the way you see it.

If we see a potential for partnership, we'll move on to Step 2. If someone else is better equipped to help you, we'll point you in the right direction and make an introduction

Strategy Session

Experience a taste of partnership with Talley Financial in this dynamic one-hour session.

The majority of this time is spent understanding your story. Although the math of a financial plan is important, it’s delivery and execution should be adapted to who you are as an individual. Everyone has life experiences and biases that shape their decisions and this session is designed to make significant progress toward understanding yours.

In addition, David will come prepared with several financial strategies that will either make or save you money immediately. We won’t give actual advice (technically), but we will share a few ideas that will improve your life whether we help implement them or you do so on your own.

Partnership Outline Meeting

Each partnership is fully customized to our understanding of your life today and is designed based on the level of complexity we anticipate. This outline covers the specific areas of your financial life we’ll be improving, what your time and financial investment will be, and what specific achievements we aim to accomplish together.