Start with a Conversation, Not a Commitment
Every partnership begins with a brief Explore Call: a chance to talk about what’s on your mind and where you’re hoping to go. No pressure, just a conversation to see if we’re the right fit.
Your Next 3 Steps Toward Financial Clarity
Step 1
Explore Call
(15 Minutes)
A short, no-pressure conversation to learn what’s going on and confirm we’re a good fit. No prep needed.
Step 2
Strategy Session: Uncover Your Top Opportunities
(60 Minutes)
We dig deeper, highlight the two or three highest-value opportunities, and answer your key questions. Preparation for this meeting is normally $750 (waived for qualified households).
Afterward you’ll receive a concise
Strategy Overview summarizing those opportunities and outlining next-step options.
Educational in nature; specific recommendations require an engagement agreement.
Step 3
Put Your Opportunities to Work, Together
If you’d like our help turning your opportunities into results, we roll up our sleeves and keep everything on track. If the timing isn’t right, you’ll still leave with clarity, direction, and a few actionable ideas to use on your own.
This Is Where Clarity Begins
Pick a time that works for you below. You’ll meet directly with David Talley, CFP®—not a sales rep. No prep, no pressure. Just a conversation about your goals and what’s on your mind.
What the Strategy Session Helps You See Clearly
Spot the Real Gaps
We’ll highlight where your current approach is leaving money, clarity, or opportunity on the table.
Rank Your Top Opportunities
See which ideas could make the biggest impact this year, and which can wait.
Leave With a Clear Plan
A one-page overview shows how each opportunity fits into the next 12 months.
Here's What the Right Fit Feels Like
Your Questions - Answered in 60 Seconds
What should I prepare before the 15-minute Intro Call?
Nothing. It’s a quick phone call to learn your goals and confirm we’re the right fit. If we move to the Strategy Session, we’ll let you know exactly which documents help us tailor the analysis (usually last year’s tax return, an investment snapshot, and a recent pay stub or P&L).
Is the Strategy Session really free and obligation-free?
Yes. Preparation time is normally billed at $750, but we waive the fee for households that meet our income, asset, or business-revenue thresholds. You’re free to take the insights and run with them—no strings attached.
How are your fees structured if we choose to work together?
We charge a flat, transparent planning fee based on the scope and complexity of your situation—not a percentage of your investments. The exact amount, billing schedule, and deliverables are outlined in the written Engagement Plan you review after the Strategy Session.
I already have an investment advisor—can I still benefit from this process?
Absolutely. Our Strategy Session focuses on integrated planning—tax strategy, retirement income, and business cash-flow—so you can implement ideas on your own or with any advisor you choose. We only suggest an ongoing partnership if we’re confident we can add meaningful value beyond your current setup.
Still have a question?
From Financial Overwhelm to Strategic Clarity
A recent client—an entrepreneur juggling two businesses—felt buried in paperwork and unsure which goals to tackle first.
In a single Strategy Session we surfaced three high-impact opportunities and created a one-page Action Map. Within weeks they knew exactly what to implement first, who would handle each task, and how much annual tax savings were possible.
Results vary; this example is for illustration only.
