THE talley Financial Discovery Process

Our Free 3-Step Process To Help You Gain Clarity On Your Financial Situation And Decide If We Should Work Together

Who It’s For

We Are Financial Planning Experts Who Do Our Best Work With…

Business Owners

People Approaching Retirement

The 3-Step Process


Discovery Call


Deep Dive Session


Financial Planning Proposal

Step 1 – Discovery Call

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.

Step 2 – Deep Dive Session

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.

Step 3 – Financial Planning Proposal

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.

Final Step – We Work For You Now.

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.

Ready to get Started?

Book a free call below to take the first step.