The hardest part of building a real financial plan isn’t picking the right investments or running the right calculations. It’s getting clear on three things first: what you actually want, how much risk you can genuinely tolerate, and what your time horizon really looks like.
This questionnaire is how we start that conversation.
What we ask
The five risk-tolerance questions are scenario-based — not “rate your risk tolerance from 1 to 5” abstractions, but “what would you do if your portfolio dropped 20% next year?” The answer to that question, before the market actually drops 20%, is more reliable than what you’d say afterward.
The goal questions help us understand whether you’re planning for retirement income, legacy preservation, a specific funding event, or some combination. Most clients have all three at different priorities, and the order matters.
The optional intake captures household financials so we can ground the conversation in real numbers rather than generalities.
What happens next
Results land in your inbox within an hour. They include a personalized investment-profile summary — what your answers suggest about risk tolerance, time horizon, and goal alignment.
If the profile suggests we’d be a fit, we’ll follow up to schedule a complimentary portfolio review. No obligation, no pressure. Most of the value in that conversation is hearing whether your current allocation actually matches what you said you wanted — and most retirees discover at least one meaningful misalignment.
Takes about five minutes. Start below.