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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 YOUR ADVISOR WILL HAVE A BETTER UNDERSTANDING OF YOUR PERSONAL WILLINGNESS AND REAL-WORLD ABILITY TO TAKE RISK.

QUICK START

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.

START ASSESSMENT

LET'S BEGIN

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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ADD SPOUSE

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

Yes

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

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.

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