Our Free 3-Step Process To Help You Gain Clarity On Your Financial
Situation And Decide If We Should Work Together
We Are Financial Planning Experts Who Do Our Best Work With...
Business Owners
People Approaching Retirement
01
Discovery Call
02
Deep Dive Session
03
Financial Planning Proposal
A short conversation to hear what’s on your mind about money and see if we can help. If not, we’ll point you in the right direction. If so, we’ll begin the next step. Nothing formal. Just a casual chat.
Through a dynamic Q&A format, we’ll identify areas of opportunity and strategies that will help improve your financial life. We promise to be open-minded and not to judge. Our goal is to fully put ourselves in your shoes and understand your perspective. During this 1-hour meeting, our team will get crystal clear on your goals, needs, and concerns.
Although financial planning is an ongoing process, typically there’s a lot of progress than can be made in the first few weeks or months. Your financial planning proposal will cover what can be accomplished in this Initial Planning Phase.
After we walk through your financial planning proposal together, we will ask you to sleep on it and then let us know if you’d like to move forward.
Enjoy the progress you’ll experience over the next few months improving your financial life. We’ll walk you through your own personalized version of the financial planning process that has been crafted to fit your place in life. Welcome to financial clarity.
Thanks for signing up for our Newsletter!
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.
Talley Financial