Your next step is simple.
Pick a time for an Explore Call—no prep required. We’ll talk goals, priorities, and options.
What happens in your Explore Call?
- We'll ask about your goals and priorities.
- You'll learn how our process works.
- We'll both see if it's a fit to move forward.
- 1Explore Call
- 2Strategy Session
- 3Keystone Method
- 4Ongoing Guidance
Why clients tell us it's worth it:
Clarity on your most important financial decisions.
No jargon, no pressure, no cost.
Actionable insight whether you hire us or not.
Pick a time that works for you.
We'll send a confirmation and calendar invite right away.
Flexible Scheduling
Choose from available times that fit your schedule
15-Minute Call
Just enough time to understand your needs
No Prep Needed
We’ll guide the conversation—no forms or documents required.
See what others have experienced.
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"From the very first meeting, I knew I was in good hands… David took the time to understand my unique financial situation, goals, and concerns"
Juan D.
Johnson City, TN
⭐⭐⭐⭐⭐
“David took the time to answer all of my questions very thoroughly… he explained in great detail what the plan would be moving forward.”
Jeff J.
Bristol, VA
⭐⭐⭐⭐⭐
“From the start, he took the time to understand my financial goals and created a personalized plan to help me reach them.”
Julia W.
Johnson City, TN
This testimonial is based upon an individual client experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance or success. Please see our Google page for more reviews
Ready to see if we're the right fit?
Take the first step toward financial clarity. Your Explore Call is just a click away.
Updated July 2025 • Written by David Talley, CFP®, EA
