What to Expect From Talley Financial

A clear, client-focused process to help you achieve financial confidence and peace of mind.

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Our Simple, Transparent Process

Step 1: Strategy Session

After a quick introductory call, we dive into an in-depth Strategy Session where you’ll receive personalized, prioritized financial advice.


This session provides actionable ways to improve your financial life while offering a preview of what it’s like to work together.

You’ll leave with clear next steps tailored to your situation, focused on what will make the biggest impact

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Step 2: Financial Plan Rough Draft

Using insights from the Strategy Session, we create a tailored draft plan that outlines key strategies for the next year. This draft also includes a clear fee quote, so you know exactly what to expect.



You’ll receive a prioritized plan draft to help you understand what’s most impactful for your situation.

Step 3: Implementation

We put your financial plan into action, handling every detail to ensure your strategies are executed seamlessly. Whether it’s investment management or tax strategies, we’re with you every step of the way.


Your financial plan is professionally managed with expert oversight and attention to detail.

Step 4: Ongoing Guidance

Life brings change, challenges, and opportunities. With Ongoing Guidance, we walk alongside you, helping you navigate financial decisions with clarity and confidence.


Whether it’s planning for major milestones or managing day-to-day stressors, you’ll have a team that supports you every step of the way

Experience the confidence of knowing your financial journey is guided by experts who adapt with you, so you can focus on living your life fully.

Ready to take the first step?

Schedule your free Strategy Session today and discover how we can help you achieve financial clarity and confidence.

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