Your next step is simple.

A brief Explore Call to understand what you’re trying to solve, answer initial questions, and determine whether Keystone planning or another approach makes sense.

      

Schedule Your Explore Call

What happens in your Explore Call?

  • We’ll get clear on your goals, priorities, and what’s driving the conversation now.
  • We’ll confirm whether we can add value and whether we’re a fit to work together.
  • If it’s a fit, we’ll explain the Keystone process and which track makes sense (Personal vs Owner), including pricing and timing.
  • We'll also be honest if we're not the right firm for what you need.

Who this is typically a good fit for

Nearing Retirement

  • Approaching retirement or recently retired
  • Looking to coordinate investments, taxes, and long-term planning
  • Often consolidating $500k+ in investable assets

Business Owners

  • Own a business or real estate
  • Facing tax, cash flow, or entity decisions
  • Complexity matters more than current liquidity

People Seeking Coordination

  • Tired of fragmented advice
  • Want a defined process, not one-off answers
  • Value clear decisions and follow-through

We may not be the right fit if you’re only looking for investment performance or a quick second opinion.

The Four Connected Steps

  1. 1
    Explore Call
    A short intro to confirm fit and goals
  2. 2
    Strategy Session
    Identify key priorities and next steps
  3. 3
    Keystone Method
    A six-month build that connects every piece
  4. 4
    Ongoing Guidance
    Planning • Tax • Investment Management

Why clients tell us it's worth it:

Clear decisions, not generic advice.

Coordinated planning and tax thinking.

A process that leads to implementation.

Pick a time that works for you.

We’ll use this brief call to confirm fit, understand what you’re trying to solve, and determine whether Keystone Personal or Keystone Owner makes sense.

Flexible Scheduling

Choose from available times that fit your schedule.

15-Minute Call

Focused conversation to confirm fit and outline next steps.

No Prep Needed

No documents required. This is a short, guided conversation.

See what others have experienced.

⭐⭐⭐⭐⭐

"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

Read all Google reviews

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.

Schedule Your Explore Call

Updated July 2025 • Written by David Talley, CFP®, EA