Start with a Conversation, Not a Commitment
Every relationship begins with a brief call — a chance to talk about what’s on your mind and what you’re hoping to figure out. No pressure, just a simple way to see if we’re the right fit.
Your Next 3 Steps Toward Financial Clarity
Step 1
Intro Call
(15 Minutes)
A brief, no-pressure conversation to get to know you, your goals, and your questions. No prep. No pitch. Just a chance to see if we’re a fit.
Step 2
Strategy Session (60 Minutes)
We walk through a personalized Strategy Overview—a focused conversation that highlights your most valuable opportunities, risks, and next steps. You’ll leave with clarity and perspective.
Step 3
Take the Next Step, Together
If you decide you want to move forward, we’ll get to work—applying the ideas we discussed and improving things together. And if it's not the right time, that’s okay too. You’ll still walk away with clarity, direction, and a few helpful ideas to move forward on your own.
This Is Where Clarity Begins
Pick a time that works for you below. You’ll meet directly with David Talley, CFP®—not a sales rep. No prep, no pressure. Just a conversation about your goals and what’s on your mind.
What the Strategy Session Helps You See Clearly
Spot the Real Gaps
We’ll highlight where your current approach is leaving money, clarity, or opportunity on the table.
Prioritize What Matters Most
We’ll cut through the noise so you know what needs attention first—and what can wait.
Walk Away With a Smarter Plan
You’ll leave with ideas you can act on right away, whether we work together or not.
Here's What the Right Fit Feels Like
Rating
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.
