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Risk Profile Questionnaire

A short self-assessment that shows how your comfort with risk compares with your ability to take it. It suggests no product and no investment mix.

  • No sign-up
  • No cost
  • Nothing saved or sent

What kind of saver are you?

Nine quick questions to help you understand your own comfort with financial risk. Nothing is saved and nothing is sent. Your answers stay in your browser.

0 of 9 answered

  1. 1When do you expect to start using this money?
  2. 2How much of your overall savings does this money represent?
  3. 3How would you describe your experience with investing and financial markets?
  4. 4Which of these sounds most like you?
  5. 5If an unexpected expense came up tomorrow, could you cover it without touching this money?
  6. 6If the value of your savings dropped 15% over a short period, what would you most likely do?
  7. 7How do you feel about the long-term outlook for the economy?
  8. 8On a scale of 1 to 10, how comfortable are you with taking financial risk?

    Low (1)High (10)

  9. 9Below is a chart showing three hypothetical accounts, each with its best year and its worst year. Which would you be most comfortable holding?
    • Best Year
    • Worst Year
    These figures are hypothetical and are shown only to illustrate the trade-off between growth and volatility. They do not represent any actual product.

Your risk profile

Your profile will appear here.

Answer all nine questions and press See My Profile. Nothing you enter leaves this page.

This questionnaire is for educational purposes only. It is a general reflection of how you answered nine questions and nothing more. It is not financial advice, not a recommendation, and not a suitability determination. It does not consider your full financial situation, and no product should be chosen on the basis of this result. Please speak with a licensed professional before making any financial decision.

Curious what this means for your situation? Karen will walk you through it. The first conversation is free.

Book Your Complimentary Discovery Call (opens in a new tab)

Resources & tools

Free tools to see your numbers clearly

No sign-up, no cost. Enter a few numbers, answer a few questions, and get a clearer picture before you ever sit down with Karen.

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