Before We Dive In

Risk means different things to different people. Before we talk about investments, we want to understand what actually weighs on you — the life events, financial concerns, and uncertainties that shape how you think about your plan.

This is Part 1 of a two-part exercise. Here, you'll sort a set of risks based on how much they concern you. In Part 2, we'll explore how you feel about investment volatility specifically. Together, they give us a much fuller picture.

There are no right or wrong answers — if something doesn't apply, just skip it.

Sort Each Concern

Click a card to select it, then choose a bucket — or drag it directly. If something doesn't apply, click the × to skip it.

😌
Doesn't
Worry Me
0 items
🤔
Crosses
My Mind
0 items
😟
Worries
Me
0 items
😰
Weighs on
Me Heavily
0 items
Something missing?
It'll be added to your cards to sort.
Card 1 of 25
😌
Doesn't Worry Me
🤔
Crosses My Mind
😟
Worries Me
😰
Weighs on Me Heavily
Something missing?
It'll be added to your cards to sort.
0 cards left to sort
Almost Done

Anything Else?

This is your chance to share anything about your relationship with risk that the sorting exercise didn't capture.

For example: growing up in a household that experienced financial hardship, a parent who lost money in the market, a personal financial setback, or an inheritance that changed your relationship with money.

Your Risk Landscape

Weighs on You Heavily
Worries You

What This Suggests We Focus On

This is a starting point — not a diagnosis. It's meant to help us have a better conversation about what matters to you, and where planning can make the biggest difference.Risk Compass™