Risk tolerance
What’s your risk number?
How much market volatility genuinely suits you, as distinct from how much you have been told to tolerate.
Two different questions
This one, and the readiness checklist
This questionnaire asks how much volatility suits you. It produces a risk number, and it is the right starting point for a conversation about how a portfolio should be built.
The readiness checklist asks whether the groundwork is done. Ten yes-or-no questions on the checkpoints in the five years either side of a retirement date.
They answer different things, and a good plan needs both. It is common to arrive having done neither.
The questionnaire
Find your number
It runs on Nitrogen, formerly Riskalyze, and opens in a new tab. Two things worth knowing before you start:
- Repeated questions are intentional. A question may appear more than once. Each repetition measures consistency and refines your profile.
- Answer every occurrence. Skipping a repeat, or answering it only once, affects the accuracy of the result.
Opens pro.riskalyze.com. Answers you give there go to Nitrogen and to the firm under Nitrogen’s privacy terms.
Either way, step one is the same
Step one is a 15-minute discovery phone call about your situation: your concerns, your goals, and whether our firm is a good fit. No cost, no obligation, and no requirement to transfer assets.