Brookstone
Interested in getting started with Brookstone's comprehensive, fee-only financial life planning services?
Getting to Know You We take pride in developing each advising relationship and hope to nurture it for many years, and possibly even generations. By understanding your goals, dreams and fears we can assess what you want your money to do for you and start to develop a comprehensive investment strategy customized to your personal goals and resources.
Understanding Your Risk Tolerance How you handle adversity in the markets, how long your investment time-line is and what your expectations are for your portfolios expected investment returns are going to be unique to you. We ask lots of questions to try to ascertain all of your investment objectives.
Customizing Your Strategy Once we have fully explored your financial objectives, your advisor develops an asset allocation strategy and creates a personalized portfolio designed to meet your needs and your tolerance for risk.
Careful and Constant Performance Monitoring We continually monitor the performance of your accounts and investments, comparing them against the appropriate benchmarks. Each of our financial advisors track the progress of your portfolio toward the financial goals you've set and advise you when it is appropriate to make changes and when it’s time to stand pat.
Keeping in Touch Our clients will receive ongoing communication about the status of their portfolios and the overall investing environment as it relates to their interests including reports detailing individual holdings, market value and activity as well as a quarterly or annually to review of your account to see if any of your life goals have changed.
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