Tolerisk®

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Welcome to Tolerisk^®!

One of the most important investment decisions you’ll make is how much risk to take. Tolerisk^® uses a sophisticated process to help you and your Advisor customize the right risk level for your personal financial circumstances and personality.

This exercise will ask you a series of questions related to your Willingness & Ability to take investment risk.

If at any point along the way you need to pause, click the “Save and finish later” button and you will be given a personalized link that can be used to return to the exercise at a later date.

All set? Let’s get started!

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ONE OF THE MOST IMPORTANT DECISIONS YOU’LL HAVE TO MAKE IS HOW MUCH FINANCIAL RISK YOU’RE WILLING AND ABLE TO TAKE.

THIS EXERCISE WILL ASK YOU A SERIES OF QUESTIONS TO GAUGE YOUR COMFORT LEVEL WITH INVESTING WHILE INCORPORATING YOUR CURRENT AND ANTICIPATED FINANCIAL CIRCUMSTANCES.

AT THE END OF THE EXERCISE YOU WILL BE ABLE TO REVIEW YOUR PERSONAL WILLINGESS AND REAL-WORLD ABILITY TO TAKE RISK.

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Introduction

The questionnaire you are about to fill out is designed to help understand your Risk Tolerance for investing, as well as get an understanding of whether you are on track for meeting your retirement goals.

The first part of this process is to analyze your Willingness to take Risk. You will fill out a 10 question, multiple choice questionnare. The questions are designed to gauge how you view yourself, and how you view financial decision and risks when it comes to your investments. There is not a 'Right' answer, so pick the one that you think fits you best.

The second part of this process is about your financial Ability to take Risk. You will be asked questions about your retirement age (if you are still working), monthly savings, expenses, current value of your investment assets, and sources of retirement income (like Social Security). If you do not know the precise values of these figures, do your best to estimate them and discuss with your advisor when you review the results.

Along the way, you may need to pause and come back to finish. You will find a "Save and Finish Later" button on every page.

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Enter your first name below.

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Spouse's name *required

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Would you like to complete one set of Willingness questions for yourself and a separate set of Willingness questions for your spouse?

TOGETHER

SEPARATELY

*Please indicate if you're answering Willingness questions together or separately.

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Would you like to complete a single Willingness questionnaire or separate questionnaires for each spouse?

The Willingness section is a personality questionnaire. If you and your spouse/partner have materially different personalities about investment risk, you may want to answer the questions separately.

SINGLE
SEPARATE

Please select Single or Separate

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Please enter your first name:

Do you have a spouse or partner with whom you share finances?

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Please enter your spouse/partner's first name:

Would you like to complete one set of Willingness questions for yourself and a separate set of Willingness questions for your spouse/partner?

The Willingness section is a personality questionnaire. If you and your spouse/partner have materially different personalities about investment risk, you may want to answer the questions separately.

My spouse/partner and I will collaborate and answer Willingness questions together

My spouse/partner and I would each like to answer a separate set of Willingness questions

Will you be completing the Ability section for yourself or your spouse/partner and yourself separately?

The Ability section asks questions about your finances. If you and your spouse/partner are different ages, expect to retire at different ages, or expect to start receiving retirement income at different times, you may want to answer these questions separately.

My spouse/partner and I will collaborate and answer the Ability section together

We would like to enter information about our retirement savings and income separately

When indicating you have a spouse or partner with whom you share finances you must also indicate that you will be completing the Willingness questions and/or the Ability questions separately.

Please enter your email address and PIN to resume your questionnaire. Please enter your PIN to resume your questionnaire.

Email:
PIN:

Willingness questions for:

Complete Separate Set of Willingness Questions for Spouse

Progress: %

You have completed the first part of the process, which analyzes your Willingness to take risk. You will now be asked a series of questions about your Financial life to help determine your Ability to take risk. Answer the questions as best you can, and use an estimate if you are not sure of an answer. You will have a chance to review with the Advisor upon completion.

Progress: %

Your progress has been saved. To resume, either browse to https://app.tolerisk.com/EmployerPlanWorksheet.aspx?id=14 and enter your Email and PIN or click on the URL below. Your progress has been saved. To resume, either browse to https://app.tolerisk.com/EmployerPlanWorksheet.aspx?id=14 and enter your PIN or click on the URL below.

Email:
PIN:
URL:	https://app.tolerisk.com/EmployerPlanWorksheet.aspx?id=14&w=

Thank you for completing your risk assessment.

Your results have been sent to Portfolio Management to review with you at a future date.

Portfolio Management

Investment Advisor

info@friedenthalfinancial.com
856-210-6494

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Introduction

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