Risk Questionnaire

The Risk Questionnaire is designed to assess the client’s risk tolerance.

To use the Risk Questionnaire, do the following:

  1. For each question, click the radio button next to the best response.

  2. At the bottom of the page, click Next to proceed to the next set of questions.

  3. After you have answered all seven questions, click Next to view the resulting Risk Profile.

Note:  You can print out a blank Risk Questionnaire by clicking the Print icon.