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EZ Assessment

The questionnaire you are about to fill out is designed to help us understand your Risk Tolerance for investing, as well as gain an understanding of how secure your financial plans appear.

There are 10 multiple choice questions designed to measure your Willingness to accept Risk. The questions are designed to gauge how you view yourself, your behaviors, and your expectations. There is not a 'Right' or ‘Wrong’ answer. Generally, you should choose the answer that first comes to mind.

You’ll answer a selection of questions designed to measure your financial Ability to take Risk. You will be asked questions about:

  • your retirement age (if you are still working)

  • monthly savings

  • expenses

  • current value of your investment assets

  • retirement income (like Social Security) 


If you do not know the precise values of these figures, do your best to estimate them and discuss with your advisor when you review the results.


Along the way, you may need to pause and come back to finish. You will find a "Save and Finish Later" button on every page.

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