Risk Assessment

Welcome, Client Name

Your Advisor is: Advisors name

Logout

Save

Skip and Send to Advisor

Willingness

Ability

Your worksheet has been imported into Tolerisk^® by your advisor. Click here to start a new worksheet.

Risk Assessment

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.

Get Started

Let's Get Started

First Name

Last Name

Phone Number

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.

Your name *required

ADD SPOUSE

Your Spouse name *required

REMOVE

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.

Your name
ADD SPOUSE
SPOUSES
Cancel

PREV NEXT

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

PREV NEXT

Please enter your first name:

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

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.

Let's Get Back to Your Assessment

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

Please enter your PIN to resume your questionnaire.

Willingness questions for:

Complete Separate Set of Willingness Questions for Spouse

Progress: %

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.

Your progress has been saved.

To resume, click on the URL below.

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

Email:

PIN:

URL:

https://app.tolerisk.com/Investor.aspx?w=

Thank you for completing your Tolerisk 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

We're sorry. The link you entered is not valid. If this link was provided by your Advisor, please contact them for a new link.

Risk Assessment

Risk Assessment

Let's Get Started

Introduction

Let's Begin

Let's Get Back to Your Assessment

Good Job!

Your progress has been saved.

Thank you for completing your Tolerisk assessment.

Asset Worksheet

Monthly Expenses Worksheet

Skip and Send to Advisor