How it works
We use a questionnaire from Nitrogen, a risk-analysis tool used by many independent advisors. It takes about five to ten minutes. You'll answer questions about your goals and how you'd feel about different market ups and downs, and you'll get a score that reflects your comfort with risk.
If you'd like, we can also look at how much risk your current investments carry and compare the two. When those numbers are far apart, it's worth a conversation.
What we do with it
Your result is a starting point, not a recommendation. We'll go over it with you, along with your goals, timeline, and income needs, and use it to help shape your Investment Policy Statement. We revisit it when your life or your goals change.
Your information
Your answers go to C&D Wealth Advisors only. There's no cost and no obligation, and you don't need to have any accounts with us. See our privacy policy for how we handle your information.
The questionnaire result is an estimate based on your answers and isn't a guarantee of how any portfolio will behave. All investing involves risk, including possible loss of principal. C&D Wealth Advisors pays a fee to use Nitrogen's software.