We Use Riskalyze to Serve You
Assessing risk tolerance is an essential step in the financial planning process. At SFA, we use Riskalyze to find your risk number to match your portfolio to your investment goals and expectations.
Capture Your Risk Number
First, take a 5 minute quiz that covers topics such as portfolio size and top financial goals. Also, what you are willing to risk for potential gains. Then, we will determine your Risk Number. This guides our decision making process. To begin, click the button below for a quick assessment of your risk tolerance.
Align Your Portfolio Using Your Risk Number
Next, after identifying your number, we will craft a portfolio that aligns with your personal preferences and priorities. This allows you to feel comfortable with your expected outcomes. We have also found that some individuals may be taking on more risk in their current portfolios than they realize. The resulting proposed portfolio will include projections of investment returns over time.
Meet Your Retirement Goals
Lastly, we will review your progress toward your financial goals by building a Retirement Map. When you are done, you will fully understand the probabilities of success. Further, you will know what you need to do to increase it.
