Strategy Risk ProfileThis short risk profile helps us understand your investment comfort level before preparing your strategy discussion.Estimated time: 2–3 minutes. Strategy Risk Profile Newsletter Step 1Step 2Your Email1. Which best describes your main goal for your investment accounts?– Select –Growth — Grow this account over time.Preservation — Protect what I have built.Income/Withdrawals — Use this account for living expenses.2. How long do you expect your money to stay invested?– Select –0–3 years — I may need it soon.3–5 years — I may need it in a few years.6–10 years — Medium-term timeline.11–15 years — Longer-term timeline.More than 15 years — Long-term money.3. If you invested $100,000, which outcome would you be most comfortable accepting?– Select –Highest risk — Gain +$60,000 / Loss -$45,000High risk — Gain +$50,000 / Loss -$35,000Moderate risk — Gain +$35,000 / Loss -$25,000Lower risk — Gain +$25,000 / Loss -$15,000Lowest risk — Gain +$15,000 / Loss -$5,000PreviousNext4. On a scale from 0 to 10, how comfortable are you with investment risk?0 = Safety-focused5 = Moderate risk10 = Higher risk for higher growth potential05. If your invested money dropped during a market downturn, how long could you wait for recovery?– Select –Less than 18 months — Need quick recovery18 months to 2 years — Short wait only2–3 years — Can wait a few years3–5 years — Comfortable waiting longerMore than 5 years — Long-term patience6. How stable do you feel your current and future income is?– Select –Very stable — Very reliableMostly stable — Minor uncertaintyStable — Some changes possibleSomewhat unstable — May fluctuateNot stable — Uncertain or irregular7. Could you cover a major unexpected expense without using your invested money?– Select –Very easily — Strong cash reservesMostly easily — Enough for most emergenciesSomewhat easily — Limited emergency savingsNot very easily — May need investments or debtNot able — Not enough resources I understand this form is for informational purposes only and does not create an advisory relationship. * Previous Submit
