Our Free 3-Step Process To Help You Gain Clarity On Your Financial
Situation And Decide If We Should Work Together
Let's Get Started
Introductory Call
If we see a potential for partnership, we'll move on to Step 2. If someone else is better equipped to help you, we'll point you in the right direction and make an introduction
Strategy Session
Experience a taste of partnership with Talley Financial in this dynamic one-hour session.
The majority of this time is spent understanding your story. Although the math of a financial plan is important, it’s delivery and execution should be adapted to who you are as an individual. Everyone has life experiences and biases that shape their decisions and this session is designed to make significant progress toward understanding yours.
In addition, David will come prepared with several financial strategies that will either make or save you money immediately. We won’t give actual advice (technically), but we will share a few ideas that will improve your life whether we help implement them or you do so on your own.
Partnership Outline Meeting
Please select a desired time for your discovery call by clicking the button below. Once confirmed, you’ll receive a confidential questionnaire designed to help us understand your current financial landscape. The questionnaire, taking about 3-7 minutes to complete, is crucial for directing our discussion effectively. Upon finishing the questionnaire, your discovery call time will be formally confirmed.
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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