Do You Know Your Risk Number?

Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics.

By taking your personal investor quiz, we will be able to pinpoint and quantify your specific risk tolerance, which will then help you align your current portfolio with your true investment objectives and expectations.

We call this complete process "Portfolio Matching" and it is a key step in the Financial Planning process for every one of our Client Families.

We love this approach to using smart technology to give us an edge in positioning your investment portfolio more accurately for your unique views on risks and opportunities in your investment accounts.

Follow the link by clicking the button below and have fun!

Once you walk through the cool process online, we will receive a note with your answers and your results - most importantly your Risk Number.

We are happy to share this insight with you and pass along any thoughts.  If you would like for us to complete a formal review of your investment portfolio and accounts to determine if your portfolio fits your plan, let us know by sending us a note or picking a time for us to talk more about how we serve our Client Families.

Stress Test Your Investments

Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.  Getting your Risk Number is the next step. After that, we can visit about Stress Testing your specific investments and receive a quote for a focused Financial Plan targeting your investment portfolio or a comprehensive Financial Planning project for all areas of interest.