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Risk Assesment

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Capture your risk Number®

The first step is to answer a 5-minute questionaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. then we'll pinpoint your exact Risk Number to guide our decision making process.

Align your portfolio

After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

define your retirement goals

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll better understand what we can do to increase the probability of success.

How does riskalyze work?

capture your risk number®

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.

Review your current investments

It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. Riskalyze technology empowers us to make sure the Risk Number of your portfolio matches your personal Risk Number.

 

Align your portfolio to match

After pinpointing your Risk Number, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with you expected outcomes.

The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.

Stress Test 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.

Review risk & reward potential

We can visualize the risk and reward for each individual investment we propose for your portfolio. Illustrating risk, reward, and diversified risk will give us a powerful tool to review before we make any final investment decisions.

Meet your retirement goals

Before we’re finished, we’ll also review your progress toward your financial goals by building a Retirement Map. When you’re done, you’ll fully understand the probabilities of success, and what we can do to increase it.