COLOR OF MONEY RISK ANALYSIS

FINANCIAL INFORMATION AND RISK TOLERANCE

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences.

For each question, select the button that corresponds with your answer.

The output will be your Color of Money Risk Analysis score.

Click Next to get started.

1. Primary Financial Goal *

Not running out of money

Leaving a legacy

Maximizing my income

Growing my assets

2. Financial Knowledge Level *

Not very knowledgeable

Somewhat knowledgeable

Knowledgeable

An expert

3. Timeline to Retirement *

Retired, I made it

Less than five years away

Five to 10 years away

More than 10 years away

4. General Attitude Toward Risk *

A small loss would concern me

Comfortable taking some risks, but conservative

Growth oriented; understand assets fluctuate

Aggressive; want growth and might buy more on dips

5. Current Household Income *

Under $50,000

$50,000 – $99,999

$100,000 – $249,999

$250,000 – $499,999

$500,000 or more

6. Reliance on Assets for Retirement Income *

Heavily

Moderately

Somewhat

Not at all

7. Stability of Retirement Income Sources *

I don't have retirement income sources

Unstable

Somewhat stable

Very stable

8. Net Worth (Excluding Primary Residence) *

Under $250,000

$250,000 – $499,999

$500,000 – $999,999

$1,000,000 – $1,999,999

$2,000,000 or more

9. Investment Performance Target vs. Inflation *

Keep pace with inflation with minimal risk

Moderately outpace inflation with some risk

Significantly outpace inflation with moderate/high risk

Maximize performance with substantial risk

10. Preferred 5-Year Scenario ($250,000 Investment) *

Worst: $270,000 | Best: $300,000

Worst: $250,000 | Best: $330,000

Worst: $230,000 | Best: $375,000

Worst: $200,000 | Best: $450,000

11. Reaction to a Market Drop (-20% Value) *

Immediately sell

Change to a more conservative option

Stay the course

Add to it while its value is down

COLOR OF MONEY RISK ANALYSIS

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By submitting below, I acknowledge that the above information is true and correct and that I will work with my financial services professional to align my Color of Money Risk Analysis score with my overall asset allocation.