Risk Assessment Tool
Crafting Your Investment Strategy Using Your Risk Number
We believe clarity builds confidence. That is why we use a purpose-built tool to help you understand how much investment risk you are truly comfortable with, and how that compares to what you need to reach your goals.
Why It Matters
The Risk Number is a data-driven way to build portfolios around real-life comfort levels, not gut feelings or outdated labels like conservative or aggressive. Whether you are preparing for retirement, adjusting to a major liquidity event, or navigating cross-border investments, this is a smart place to begin.
How Much Risk Do You Want
We take a quantitative approach to pinpointing your Risk Number using a series of clear scenarios based on actual dollar amounts.
You will see what it feels like to take on more or less risk by adjusting your potential gain or loss. From there, we calculate a number that reflects your real comfort zone.
How Much Risk Do You Need
We can chart a path to retirement using your financial details and your goals. This includes visualizing the probability of success, adjusting based on savings or timing, and making sure the numbers align with your plans.
It is a clear way to understand how much risk is required to stay on track.
How Much Risk Do You Have
Already invested? We can import your current portfolio and evaluate how much risk you are actually taking.
Once we have your Risk Number, we can compare it to your current allocation and identify if anything is out of alignment.
How Much Risk Should You Have
With your goals, your comfort level, and your current holdings all mapped out, we can build a portfolio that fits.
We will use this framework to create a clear strategy, test for consistency, and talk through next steps.
Start With a Clearer Perspective
This quick assessment is private, easy to complete, and built around real numbers. It can help guide better conversations, more aligned decisions, and stronger financial planning.