THE talley Financial Discovery Process

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.

Book a free call below to take the first step.