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This is the approach our firm uses to help clients consider the levels of Risk they take before and during retirement.
No one client is the same and each client will have their own Risk Score.
How much of your money is in RED, YELLOW OR GREEN?
Take our free Color of Money Risk Analysis and see your score.
One of the first important steps to being confident in your retirement is to understand the level of financial risk you are comfortable with. When you look and your retirement strategy, does it take your feelings toward risk into consideration.
The following powerful tools can help you prepare for the retirement you've always wanted:
COLOR OF MONEY RISK ANALYSIS
The Color of Money Risk Analysis is a not-invasive survey that consists of 11 questions about your financial life.
In just a few minutes, the analysis delivers a risk score and a brief explanation of your risk profile.
Armed with your score, the next step is to determine if your current assets are properly aligned with your risk tolerance.
The Color of Money Report uses your assets and risk score to categorize your assets in terms of Red, Yellow and Green Money. It also provides insight on how to align your risk tolerance and assets with your retirement goals.
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