Financial Advisory Risk Tolerance Assessment
Please complete this form to help us understand your financial goals, experience, and risk tolerance. Your responses will guide us in providing tailored financial advice.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Age
*
What is your annual income range?
*
Below $50,000
$50,000 - $100,000
$100,001 - $250,000
Above $250,000
Prefer not to say
What is your approximate net worth (excluding primary residence)?
*
Below $100,000
$100,000 - $500,000
$500,001 - $1,000,000
Above $1,000,000
Prefer not to say
How would you describe your investment experience?
*
None
Limited
Moderate
Extensive
Please indicate your level of agreement with the following statements:
*
Rows
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
I am comfortable with fluctuations in the value of my investments.
1
2
3
4
5
I would prefer potential higher returns even if it means higher risk.
6
7
8
9
10
I am willing to accept short-term losses for long-term gains.
11
12
13
14
15
I feel anxious when my investments lose value.
16
17
18
19
20
How long do you plan to invest your funds before needing to access them?
*
Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
If your investment dropped 20% in a short period, what would you most likely do?
*
Sell all investments
Sell some investments
Do nothing and wait for recovery
Buy more at lower prices
Which of the following best describes your primary investment goal?
*
Preservation of capital
Income generation
Balanced growth and income
Long-term growth
Aggressive growth
Please rate your overall willingness to take investment risks.
*
1
2
3
4
5
Submit Assessment
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