We’re always looking to leverage new technology to do our jobs better. Recently, we’ve come across an interactive tool that allows us to do just that. It’s called Riskalyze. This unique tool’s patented Risk Number® technology objectively calculates an investor’s true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
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.
Align Your Portfolio
After pinpointing your Risk Number, we’ll ensure you have a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting portfolio will include projections for the potential gains and losses we should expect over time.
Define Your Goals
We can also review your progress toward your financial goals by building a Retirement Map. When finished, you’ll better understand what we can do to increase the probability of success.
Get started by clicking here or on the button below.