About Our Process

Here’s our story. We look forward to hearing yours.

Our Process

Our four-phase process is designed to help put you on track toward a meaningful and purpose-driven financial future.

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your assets to do for you.

Phase II: Strategy

The primary objective of this stage is to develop an effective, long-term financial strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend to help you achieve long-term success.

Phase III: Implementation

The primary objective of this phase is to successfully implement your financial strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

Phase IV: Monitoring & Adjusting

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client’s circumstances have changed, or that shifting global markets require a different approach, we are quick to make adjustments.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at DGodlewski@BrookstoneAdvisor.com or call us at 847.312.3454 today!