What’s missing from most risk tolerance questionnaires? Everything that matters.

Your time horizon. Your cash flows. Your retirement needs.

At #SchwabIMPACT, Adam Scully-Power, CIMA®, CPWA® showed how two clients with vastly different ages, different account values, different retirement needs can still end up in the same portfolio if they answer a risk tolerance questionnaire the same way.

We think there’s a better way.

Watch the clip and let us know what you think.

#goalsbasedinvesting #risktolerancequestionnaire #goalsbasedinfrastructure