Our Process We believe that detailed planning is the best way to achieve and maintain financial security. Once we learn about who you are and what you hope to accomplish, we’ll design a custom plan that meets your current goals and needs while being flexible enough to allow for changes down the road. At Tallus Capital Advisors, we’re in it with you for the long haul. Our tried and true process includes the following steps. The Discovery Our first priority is to understand your hopes and dreams as well as the obstacles that might keep you up at night. We’ll work together to develop a clear picture of your most important goals. The Plan With a clear understanding of your goals and objectives, we’ll analyze and present recommendations in an easy-to-follow roadmap. We’ll ensure you know the necessary steps to kickstart your financial plan and achieve success. The Implementation Next, we’ll take action and implement your financial plan. Rest assured our team will take the reigns and actively communicate with you, every step of the way. The Assessment Once your plan is in place, we’ll diligently monitor your investments and track your objectives. Regular reviews will provide us with the opportunity to adjust accordingly as your goals and shift over time. Want to learn more about our process? Schedule a Free Call Find Your Perfect Fit Name Email Address Phone Question Thank you! Oops!