The Explore Call

Fifteen minutes, by phone, with David.

Bring the question that made you look for help. No prep, no cost, and nothing to decide on the call.

As seen in

★★★★★ 5.0 68 Google reviews

Pick a time

Real-time availability. Stephenee confirms it and sends a reminder the day before.

Rather talk to a person to set it up? Call (423) 617-0160.

David Talley

Who answers the phone

David Talley, CFP®, ChFC®, EA

The person you would be working with, from the first call on.

How the fifteen minutes go

  1. The first minute You say what brought you here. One sentence is plenty.
  2. Minutes two to ten David asks about the shape of things: where you are, what is coming, what has felt unresolved.
  3. Minutes ten to fourteen Whether the fit is there, and what the next step would look like if it is. If it is not, he says so and points you somewhere better.
  4. Minute fifteen You decide nothing. The next step is yours to take, or not.
Length
About 15 minutes
Format
A phone call with David
What to bring
The question on your mind
What you leave with
A clearer next step

Book it if

  • Retirement is getting close and the decisions are starting to stack up.
  • The business is doing well, and tax and owner decisions deserve a real process.
  • You are not sure what you need yet, only that it is more than a quick answer.

Holding one specific question? The guides may take you further than a short call, and Talley Tax is the right first stop for a pure tax question.

Public Google reviews

Before you schedule, here is what people tend to notice.

Reviews are not a promise about anyone's future experience. They are useful because they show what clients say mattered: clarity, preparation, responsiveness, and having planning, tax, and investment questions looked at together.

5.0 68 Google reviews
Read all Google reviews

★★★★★

“David is exceptionally knowledgeable, and really takes his time to get to know you, and tailor his advice to your personal situation. He explains everything clearly, and makes sure you fully understand what he's suggesting and why. He is very responsive to emails, and his professional approach engenders trust and respect. I would definitely recommend him for investment advice, tax planning, estate planning, and tax preparation. It's very reassuring to have everything looked after seamlessly by one person. Thank you David!”

Joanna C.

★★★★★

“David Talley is an outstanding financial advisor who truly takes the time to understand your goals and explain everything in a way that's easy to grasp. He's knowledgeable, honest, and always makes you feel confident in the decisions you're making. His staff, Stephenee and Ashlynn, are just as impressive.”

Paul K.

Testimonials are from current clients and reflect their individual experiences. These testimonials are not indicative of future results and should not be relied upon as a guarantee of any particular outcome. Some longer public reviews may be excerpted for space. Read the full public review profile on Google.

Still orienting

Three pages worth a minute before you book.

What to expect

The whole path, from this call to the next chapter, with your seat in each step.

Read it

Who this tends to fit

The situations where the work usually has the most leverage.

Read it

Pricing

What it costs, in one picture, before you schedule anything.

Read it

Common questions

Is there any cost for the Explore Call?

None. It's a short conversation to see if we should keep talking.

Will I be pressured to move forward?

No. The call is meant to help both of us understand whether there is a fit. If it makes sense to continue, we'll explain the next step. If it does not, we'll say that directly.

What if I'm not ready to make any decisions?

That's the norm, not the exception. Most people who schedule an Explore Call are still figuring out what they need. That's what the call is for.

Can I schedule even if I am not sure what I need?

Yes. That is often the best reason to schedule. You do not need to diagnose the problem before we talk.

What should I prepare?

Nothing formal. If there is a specific question, concern, or decision on your mind, bring that. David will guide the rest of the conversation.

Do you have minimums?

No minimum to start. Keystone is a flat-fee planning engagement open to anyone it fits. If wealth advisory makes sense later, we will explain that structure clearly before you decide.