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The Initial Planning Phase
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
Service Options
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.
Investment Amount
<$250,000
$250,000-$500,00
$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".
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).
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.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck and CFP Board's background Verification tool.
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