Referral or Inquiry

Tally does not accept cold applications. All new clients come through referral or direct outreach.

Private Consultation

A complimentary 45-minute conversation.

No pitch. No pressure. Just a conversation to establish fit.

Your Proposal

If there’s alignment, a custom proposal arrives within 48 hours Tailored to your life and your tier.

Onboarding

Two weeks. Tally learns your life before managing it. Then we begin.