Take our risk questionnaire to see if your investments are in alignment with your goals. You will receive a risk score which can be used to evaluate your current investments or make informed decisions about new investments going forward. It is critical have a conversation with your advisor about risk on an annual basis. Click the button below to begin the questionnaire and we will receive a report of your results and give you a call to discuss!
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision-making process.
After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you’ll fully understand what we can do to increase the probability of success.