Risk Profiling

Your overall financial health is comprised of many elements, from learning how to live within a budget, to building good credit, controlling debt and excess spending, developing short and long-term financial goals, and learning to invest. It’s a lot to put your arms around. However, you may be surprised to find that you’re already in pretty good shape, based on how involved you are in your household financial activities.

As Investment Advisers, we accept professional, ethical and legal obligation to form a view of your risk tolerance and to take that view into account when giving advice.

The following simple questionnaire is required as a part of Compliance to get an idea of where you stand with your own financial health and pinpoint areas where you may need more work. Simply answer yes or no to the questions, and you will soon find out where you stand on your financial health.

Questionnaire