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Personal Risk Number
How Much Risk is Right for You?Use our online quiz to help us discover your personal tolerance for risk and set investments accordingly.
Capture Your Risk Number
The first step is to take a 5 minute quiz 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 personal Risk Number.
Review Your Current Investments
It turns out many people have more risk in their portfolios than they previously realized. We analyze your investments to generate a Risk Number for your portfolio. We then ask: how does it compare to your personal risk number?
Align Your Portfolio to MatchWe can now discuss how to better align your portfolios to match your personal tolerance for risk.
The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.