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Risk Analysis
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money Risk Analysis score. This short, interactive analysis is the first step on the road to retirement.
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fgdgdgName *
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My primary financial goal is: *
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When it comes to investments and financial decisions, I consider myself:
On the road to retirement, I am:
My attitude toward investing is:
Including all sources, my current household income is:
During retirement, I will rely on investment income:
Social security, a pension and some other forms of retirement cash flow are fairly stable income sources. I consider my retirement income sources to be:
Not including my primary residence, my net worth is:
Historically, inflation averages 2-3 percent per year. Relative to inflation, I would like my investments to:
If I invested $250,000 for five years, I would be most comfortable with the following best and worst case scenario:
If my investment lost 20 percent of its value, I would:
Please calculate your score and review your Risk Analysis Scoring Summary below:
(0-100)
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Color of Money Risk Analysis Scoring Summary
*Conservative Investor: 1-20*
You should generally have 1 – 20 percent of your assets allocated to growth assets, but the majority should be allocated to assets with less risk. You are risk averse, and your main focus is on principal preservation.

*Conservative Growth Investor: 21-40*
You should generally have 21 – 40 percent of your assets allocated to growth assets. The remainder should be allocated to assets with less risk. You are somewhat conservative and do not want to have more than 40 percent of your assets exposed to risk.

*Balanced Investor: 41-60*
You should generally have 41 – 60 percent of your assets allocated to growth assets. The remainder should be allocated to assets with less risk. Moderate growth and a balanced allocation are both important to your long-term success. You understand some risk is necessary in order to potentially get a return greater than inflation.

*Moderate Growth Investor: 61-80*
You should generally have 61 – 80 percent of your assets allocated to growth assets. The remainder should be allocated to assets with less risk. You are more growth oriented, but you are not comfortable with 100 percent of your assets being exposed to risk. Maintaining a small portion of assets with less risk is an important part of your allocation.

*Growth Investor: 81-100*
You should generally have 81 – 100 percent of your assets allocated to growth assets. As a growth investor, your primary goal is growing your principal. You understand assets exposed to risk go up and down in value, but you are comfortable heavily investing in them because of the long-term growth potential they may provide.
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