Risk Tolerance Questionnaire

Before you can invest, you need to know what to invest in. Discovering which investments are appropriate for you is actually a very personal and intimate process.

Everything in the investing world depends on a balance between "Risk" and the possibility of "Reward," but remember, with that possibility of reward also comes the possibility of loss. The balancing act comes into play when you are trying to take on the appropriate amount of risk. If you take on too much risk for your personal situation, you run into the possibility of losing too much money - conversely, if you do not take enough risk, you run the risk of your investments not working hard enough for you and being unable to reach your financial goals.

In order to know what investments are appropriate for you to invest in, you must first discover your personal risk tolerance.

Answer the questions below, and we will send you suggested investment allocations to help you invest and diversify your portfolio.

1. What is your marital status?

Single

Married, no dependents

Married, 1-3 dependents

Married 4+ dependents

Married or Single, Retired

2. What is your current age?

25 or younger

26-55

55-66

67+

3. How do you feel about financial loss? Do you:

Sleep soundly after losing $1,000 on a single roll of the dice

Set aside money to lose in Las Vegas

Get mad at yourself when you lose $.25 in Las Vegas

4. How much debt do you currently have?

No debt

Good debt only (annual payments less than 50% of annual income)

Bad debt - less than 3% of your net income

Bad debt - more than 3%, but less than 5% of your net income

Bad debt - more than 5% of your next income

5. How much of your income goes to savings/investments?

10% (or more) of your gross salary

5% of your gross salary

3% of your gross salary

1% of your gross salary

None

6. How much have you already save?

30 times your gross annual salary

20 times your gross annual salary

10 times your gross annual salary

5 times your gross annual salary

3 times your gross annual salary

2 times your gross annual salary

None

7. How is your health and the health of your dependents?

Great! No family history of medical issues

3-4 doctor visits yearly, no history of medical issues

3-4 doctor visits yearly, family medical history

Ongoing medical issues

Contact Information:

Name

Title

Organization

Street Address

Address (cont.)

City

State/Province

Zip/Postal Code

Country

Daytime Phone

FAX

E-mail

Name
Title
Organization
Street Address
Address (cont.)
City
State/Province
Zip/Postal Code
Country
Daytime Phone
FAX
E-mail