Capture Your Risk Number
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.
Your Risk Number provided is on a scale of 1 to 99, with higher numbers indicating higher risk tolerance.
Align Your Portfolio
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.
Define Your Retirement Goals
We will also review your progress towards your financial goals by building a Retirement Map.
When we are finished, you'll better understand what we can do to increase your probability of success.