Financial Fitness Score Cards
Risk Profiler
Your results provide a directional view of your investment risk profile and are intended as a starting point for a conversation with your advisor.
Your current investment exposure relative to your net worth.
Your assessment of the stability of your current and future income.
Your comfort level with investment market fluctuations.
Your current approach to investment products and diversification.
Your willingness to accept investment volatility in exchange for potential returns.
How dependent you are on the investment funds for your financial needs.
How long you can remain invested before you need access to the funds.
Your selected overall investment approach.
