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 pcik 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.