Our Process

How it Works

How It Works

Free Introductory Call

A complimentary phone call consultation to assess how Talley Financial can assist you and if we are the right fit for your financial goals and needs. If not, we'll steer you in the right direction.

Personalized Strategy Session and Preview

We offer a complimentary "preview" of the client experience at Talley Financial for anyone with a real consideration of working with us. This exclusive educational opportunity includes a face-to-face customized financial Q&A session and a handpicked selection of strategies based on your situation.

Our goal by the end of this meeting is for you to be able to make an educated and informed decision if Talley Financial is a good investment of your money and time.

Begin Making Progress

Some people want our opinion on improving every area of their financial life, while some want help in a single area. Our goal is to help you make progress - wherever you are today.


Enjoy the clarity and confidence in your future from a fully personalized financial plan.



Ready to Take Action?

Experience the transformation that comes after saying "yes" to taking control of your financial life.


Click below to schedule a short one-on-one phone call with David to discuss your current situation and what you'd like to improve.

Schedule Now
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