Broker Check

Intentional Risk Assessment

Let's talk about risk.

Using risk questionnaires nearly always misses the mark.  That's because subjective words like "conservative" or "aggressive" may mean different things to different people; even between a husband and a wife.

Taking a quantitative approach to pinpointing your Risk Number by going through a series of objective exercises based on actual dollar amounts may help give a better scope of understanding feelings about risk.

This assessment aims to help guide a portfolio. The results are not the sole determinant in your financial plan, so other factors must be considered.

Try it out