DO YOU KNOW YOUR RISK NUMBER?
Your first step is to take the 10 minute insightful and interactive quiz that covers topics such as your top financial goal, your potential investment amount, how you might react when presented with a variety of realistic scenarios, and how much down-side (risk) you are willing to accept in exchange for how much up-side (return) you expect you might be able to gain. We will then be able to pinpoint your exact Personal Risk Number® which will guide our decision making process in developing, monitoring, and measuring recommendations that can be right for you.
LET'S UNDERSTAND THE RISK YOU ALREADY HAVE
"Humans have a greater motivation to minimize losses rather than earn gains" - Kahneman & Tversky, 1979 p. 279
As it turns out most people have more risk in their investment portfolio than they actually realize and in some cases far more. Riskalyze® technology empowers us to clearly show you the Risk Number® of your current investments as they are in relation to your personal Risk Number® as it should be. Remember to get your Personal Risk Number® by clicking here. It only takes 10 minutes.
FEARLESS BY ADJUSTING TO THE PROPER RISK
Once we have pinpointed your Personal Risk Number® we will then be able to ensure our recommendations align with your personal expectations and preferences. This should allow you to anticipate and feel comfortable with expected outcomes. The resulting proposed portfolio will include realistic projections for the potential performance, both negative and positive, you should expect over any 6 month period. Armed with this information becoming a fearless investor can potentially become your reality.
STRESS TEST YOUR INVESTMENTS
Because our proposed portfolios are based on your Personal Risk Number® we can apply stress tests to illustrate to you how the proposed portfolio would have fared through various market events over the past such as the financial crisis and recovery. With this information you may be able to make informed decisions and to finally invest both confidently and fearlessly!
REVIEWING RISK & REWARD POTENTIAL
Going beneath the surface we will enable you to clearly visualize the difference between risk and reward for each and every individual investment we propose for your account. Being able to illustrate risk vs. reward gives us a powerful resource to review before we implement any final investment recommendations in your account. This can also help you to approach your investments with confidence.
MEET YOUR RETIREMENT GOALS
Before we are finished and along the way we can review your progress toward your financial goals by building a Retirement Map® for you. When we are done you can fully understand the probabilities of success toward your goal and what might be done to increase it.
