Step 2.
Risk Tolerance Questionnaire
A successful investment strategy isn't built around how much risk you should take—it's built around how much risk you can comfortably live with when markets become unpredictable. This questionnaire helps us understand your comfort with volatility so we can design a portfolio you're confident sticking with through every market cycle.
Now that you've identified your Risk Tolerance Score and corresponding risk profile, use this framework to see how I translate that profile into a portfolio allocation strategy. While your score provides a starting point, this guide will help you understand the balance of protection, diversification, and growth investments that may be appropriate for your unique goals, time horizon, and comfort with risk.
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We can always customize to your preference.
This is not a recommendation or personalized advice.
The allocations above reflect The WealthPlan LLC’s current model for this risk profile and are shown for educational discussion only. They are not a recommendation to buy or sell any security and do not constitute personalized investment advice. The portfolio David ultimately builds for you will depend on your full financial picture, goals, tax situation, and timeline, and may differ materially from what is shown here. Model allocations are reviewed and may change over time without notice. Investing involves risk, including potential loss of principal.