Retirement readiness assessment
Find the gap you didn't know you had.
Nine questions drawn from the framework we use with every client. Free, and honest enough to be uncomfortable in one or two places. Your score appears the moment you finish; the written breakdown of all nine needs an email address.
Nine questions · about three minutes
How ready is your plan, actually?
This is the same calibration we walk through with prospective clients. Nine questions, each one a no, a kind of, or a yes. You get a color-coded scorecard showing where your plan is solid and where it is running on assumption.
Nobody answers yes to all nine. The useful part is finding out which of the nos you did not know about. Answer on instinct — if you are weighing it up, the honest answer is usually “kind of”.
Your score and scorecard appear as soon as you finish, with no email. The written breakdown of all nine, and the order we would work through them in, needs a name and an email address.
Growth
3 accelerators
Planning
3 accelerators
Protection
3 accelerators
Free. If you leave partway through, we'll pick up where you stopped.
Risk tolerance questionnaire
Find out how much investment risk fits you.
Tolerisk® is an analytical tool financial advisors use to help clients decide how much risk to take in an investment portfolio.
Tolerisk® uses a patent-pending process to analyze your willingness and your ability to take investment risk, then combines them into a single risk benchmark customized for you.
You'll answer a series of questions that reflect both your personality and the timing of your cash flows. The results are sent to your advisor for review and discussion with you. Along with your current Tolerisk® Score (risk benchmark), you can see the key drivers of that score and how it may change over time. You can also view estimates of how long your assets may last and of your future asset balances. These estimates rely on assumptions, are hypothetical, and are not guarantees.
Understanding your unique risk tolerance is an important step in preparing for your financial future.
Before you start, this short video explains what the questionnaire does and why it is worth completing.
Opens Tolerisk®, a third-party site, in a new tab. Tolerisk® is a registered trademark of its owner.