How to Work with Us
Home – Services – Our Process
The Initial Planning Phase
Gain confidence in your money and future with the investment of only a few hours of your time.
Built for people who want to:
1. Make sure their long-term financial plans will get them the future they want
2. Make sure they’re not missing out on financial strategies that could make or save them money
At Talley Financial, we call this the “Initial Planning Phase” and it’s built for people who definitely want to improve their financial future, they just need clarity on what their next move should be. Their main problem is they don’t have the time to map out all their options on their own.
Receive personalized, prioritized advice delivered by David Talley, CFP, ChFC in a one-on-one setting, identifying the areas in your financial life you can improve the most with the least effort.
The Initial Planning Phase could range from one to six months, and in cost from $1,000 to $12,000 depending on what you want help with. A relatively common example looks like this:
Month 1
Efficiency
Tax Strategy & Planning
Month 2
Offense
Retirement Planning & Investment Strategy
Month 3
Defense
Insurance & Estate Planning
At the end of this Initial Planning Phase you’ll have the option to either:
Option
1
Option
2
01
Take what you’ve learned and make changes on your own, at your own pace.
02
Graduate to our Ongoing Financial Planning Services where we’ll make progress together
Take what you’ve learned and make changes on your own, at your own pace.
Graduate to our Ongoing Financial Planning Services where we’ll make progress together
Ongoing Financial Planning Services
Service Options
Private Wealth Management
Full-service financial planning and custom portfolio management with access to a personal CFP advisor. Private wealth management fees are based on complexity and investment balance. Fees include an investment fee + $0-$395/month.
- Dedicated CFP Advisor (access for calls and emails)
- Two strategy sessions per year
- Collaboration with your other service professionals
- Custom portfolio management
- Tax efficient rebalancing
- Financial Planning Dashboard
Investment Amount
<$250,000
$250,000-$500,000
$500,000-$750,000
$750,000-$1,000,000
$1,000,000+
Employees, Retirees, or Early Career Business Owners
$195
$95
$0
$0
$0
Established Business Owners
$395
$295
$195
$95
$0
Click here for a downloadable link to our Private Wealth “Annual Planning Themes”.
Membership
Tools for ongoing financial monitoring and an annual checkup with your personal CFP advisor. Membership fees include an investment fee + $0-$79/month (billed annually).
- Annual Financial Checkup (1 hour)
- Financial Planning Dashboard
- Automated Investment Management
- Access to Paraplanner Support
Investment Amount
<$250,000
$250,000-$500,000
$500,000+
Membership Fee
$79
$0
Graduate to Private Wealth
Ready to Get Started?
Talley Financial has developed a Free 3-Step process to help you gain clarity on your financial situation and decide if we should work together. Start Here.