OUR APPROACH

Refined & perfected over 20 years

Our approach starts with our clients.

Hiring the right financial advisor is a very important decision. It’s not just about finding the right firm, but more importantly, the right fit. That means finding an advisor who is willing to take a personalized approach, not only to their investment strategies, but also their relationship with you. For over 20 years, that’s exactly what we’ve been doing. We’ve perfected a unique process that not only helps us better understand each of our clients, but makes them feel right at home throughout the process.

No matter where you are in your financial journey, here’s what you can expect from the moment you decide to contact us.

1. CONNECT

Your journey starts with our first conversation. We’re always on the lookout for like-minded individuals who appreciate the successful, long-term and highly personalized investment strategies we provide our clients. Whether you decide to call, email or prefer to fill out our contact form, we’d love to talk to you.

2. CONSULT

The next step is for us to get to know you better - by setting up a no-cost, no-obligation introductory meeting at our office. You’ll talk to Phil Tetley, our founder, and meet the rest of the team. We’ll then proceed to assess your financial situation, future goals and of course, answer any questions you may have.

3. STRATEGIZE

Using what we’ve learned during our complimentary consultation, combined with our experience and expertise, we’ll meet with our team to begin crafting a personalized financial strategy just for you. We’ll create a new plan that’s relevant to your unique financial situation and then recommend the most appropriate course of action, which we will continue to personalize.

4. PERSONALIZE

Next, we’ll review our recommendations once again and continue custom tailoring them for you and your family. By considering your current financial situation, as well as your goals, we’ll continue to refine and personalize your financial plan until perfected. We’ll be left with new and unique financial recommendations which are we will present at our next meeting with you.

5. INFORM

We’ll set up a follow-up meeting to inform you of our findings and to share our new strategies. Whether you’re new to investing or have worked with financial advisors in the past, we’ll start wherever you feel comfortable and walk you through the entire process, one step at a time. You’ll walk away from this meeting with an intimate understanding of the new strategies we’ve prepared for you, so that you know exactly what to expect moving forward.

6. FEEDBACK

Whether you have questions about your new financial plan or have ideas you would like us to consider, we want to keep the lines of communication open. We’ll listen to any feedback you may have and discuss them with you until you’re completely satisfied and ready to move forward.

7. TAKE ACTION

The final step is to take action, so that you can move forward with the new and exciting financial strategies we’ve recommended for you. We’ll set up a meeting to discuss next steps, including furnishing you with a Welcome Kit, and helping you establish your new accounts. We’re looking forward to welcoming you to the Tetley family. The first step is to contact us, and from there, we’ll guide you every step of the way.

 

READY TO LEARN MORE?

Now that you have a better understanding of what to expect, we’d love learn more about your financial goals and how we can help.

TALK TO US