Step 1 - Book Your 15-Minute Intro Call
Every Intro Call is 15 min, no prep and no sales pitch, directly with David Talley, CFP®
Our Process in 3 Simple Steps
Intro Call
15 min
1
Brief, no-prep chat to confirm goals & fit.
Strategy Session
60 min
2
Explore personalized strategies and ideas you can use anywhere.
Approve Your Personalized Plan
3
Get a written scope, flat fee & timeline - say "yes" and we handle the heavy lifting.
Book Your 15-Minute Intro Call
Pick a time that suits you - David Talley, CFP® will call you personally. No prep, no sales pitch. We just want to confirm goals & fit.
What You'll Gain From Your Free Strategy Session
Identify Financial Gaps
Spot overlooked tax, cash-flow, or investment opportunities.
Clarify Your Next Moves
Know exactly which priorities to tackle first.
Actionable Ideas
Leave with strategies you can implement - on your own or with any advisor.
What People Are Saying About Us
Your Questions - Answered in 60 Seconds
What should I prepare before the 15-minute Intro Call?
Nothing. It’s a quick phone conversation to learn your goals and confirm we’re the right fit. If we move to the Strategy Session, we’ll let you know exactly which documents help—usually tax return, investment snapshot, and a recent pay stub.
Is the Strategy Session really free and obligation-free?
Yes. The 60-minute session is our way of sharing value upfront. You’ll leave with high-level, tax-aware ideas you can use anywhere. If you decide not to continue, that’s perfectly fine—no invoice and no sales pitch.
How are your fees structured if we choose to work together?
We charge a flat, transparent planning fee based on the scope and complexity of your situation—not a percentage of your investments. The exact amount, billing schedule, and deliverables are outlined in the written Engagement Plan you review after the Strategy Session.
I already have an investment advisor—can I still benefit from this process?
Absolutely. Our Strategy Session focuses on integrated planning—tax strategy, retirement income, and business cash-flow—so you can implement ideas on your own or with any advisor you choose. We only suggest an ongoing partnership if we’re confident we can add meaningful value beyond your current setup.
Still have a question?
From Financial Overwhelm to Strategic Clarity
A recent client—an entrepreneur juggling two businesses—felt buried in paperwork and unsure which goals to tackle first. In a single Strategy Session we mapped out three opportunities: a more tax-efficient compensation structure, a retirement-plan upgrade, and a step-by-step cash-flow game plan. Within weeks they knew exactly what to implement, who would handle each task, and how much annual tax savings were possible.
Results vary; this example is for illustration only.
