Wizard Form

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The following questionnaire is designed to quantitatively assess and report on your risk tolerance level. Understanding risk tolerance provides valuable insight into how individuals make decisions involving risk.

Not all questions will apply to you. Please treat them as theoretical and answer to the best of your ability.

We will never pass on your data without your permission, however we do use your responses to generate your results and for research to make our product better.

We will send your risk profile report and other risk profiling information via email. By clicking Next, you agree to this use.

First Name
Last Name
Email
What is your approximate net worth?    [?][?]
How many years until retirement?    [?] [?]
How many years until you need to withdraw cash from your investments?   [?] [?]

What has been your highest annual salary?

To the best of your knowledge, what is your current investment portfolio allocation? Please use the slider below.