Two short, confidential instruments help us understand your goals and your comfort with risk. Complete them at your own pace, and we'll arrive at your consultation already prepared with ideas tailored to you.
There's no cost and no obligation. These instruments simply give us a head start — so the time we spend together goes toward strategy, not filling out forms. We recommend completing the Risk Tolerance Questionnaire first.
Twelve questions that identify your investor profile across five risk categories — covering your time horizon, your need for liquidity, and how you respond when markets move. Takes about five minutes, and produces a signed PDF summary for your records. Available in English and Spanish.
Begin the questionnaire →A brief picture of your goals, your time horizon, and the types of accounts you hold. For your security, this form never asks for Social Security numbers, account numbers, or other sensitive identifiers — we handle those only through a secure channel. Available in English and Spanish.
Complete your profile →We review your profiles. Your advisor studies both instruments before your consultation, so the conversation starts with real context instead of basic questions.
We prepare your analysis. We research strategies and options aligned to your situation — coordinated across investments, retirement, protection, and taxes.
We meet. We sit down together to discuss your strategy, answer your questions, and decide the next steps at your pace.
Completing these instruments does not constitute an investment advisory agreement or a recommendation. They are used solely to support our professional assessment of your situation. Have a question before you begin? Reach out to us first.