Risk Assessment

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Willingness

Ability

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Introduction

The questionnaire you are about to fill out is designed to help us understand your Risk Tolerance for investing, as well as gain an understanding of how secure your financial plans appear.

There are 20 multiple choice questions designed to measure your Willingness to accept Risk. The questions are designed to gauge how you view yourself, your behaviors, and your expectations. There is not a 'Right' or ‘Wrong’ answer. Generally, you should choose the answer that first comes to mind.

You’ll answer a selection of questions designed to measure your financial Ability (or Capacity) 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 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.

There are 10 multiple choice questions designed to measure your Willingness to accept Risk. The questions are designed to gauge how you view yourself, your behaviors, and your expectations. There is not a 'Right' or ‘Wrong’ answer. Generally, you should choose the answer that first comes to mind.

You’ll answer a selection of questions designed to measure 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 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. If you have a spouse or partner with whom you share your financial life, please add them as well.

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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.

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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.

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Willingness questions for:

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Good Job!

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.

Please confirm the following client information before submitting the Investor Worksheet.

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