What to Expect From Talley Financial
A transparent, client-focused process designed to help you take control of your financial future — one step at a time.
Our Four-Step Client Experience
Step 1: Intro Call & Strategy Session
We begin with a brief Intro Call to learn about your situation and confirm we’re a good fit.
If it makes sense to move forward, we schedule a full Strategy Session — a focused, no-pressure conversation where you’ll receive personalized insights and a clearer sense of how we can help.
This session provides actionable ways to improve your financial life while offering a preview of what it’s like to work together.
You’ll walk away with real clarity, whether or not we decide to work together long-term.
Step 2: Strategy Overview
After the Strategy Session, we prepare a customized Strategy Overview that outlines the key areas we’d address over your first year — including financial priorities, planning strategies, and service scope.
You’ll also receive a transparent fee quote based on your unique situation, goals, and complexity.
This helps you decide — with clarity — whether our process and approach are the right fit.
Step 3: Plan Implementation
Once you choose to move forward, we begin putting the strategy into action — whether that involves investment management, tax planning, retirement strategy, or broader financial coordination.
Our team manages the details, so you can focus on what matters most.
You’ll gain a roadmap — and a partner — to help keep your plan moving forward.
Step 4: Ongoing Guidance
Your financial life isn’t static — and neither is your plan.
Through ongoing check-ins and regular updates, we adapt your strategy as life changes, new opportunities arise, or priorities shift.
We stay in your corner year-round, helping you handle decisions, transitions, and everything in between.
You’ll never have to make big financial decisions alone again.
Updated July 2025 • Written by David Talley, CFP®, EA
