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Questionnaires

Personal Financial Questionnaire

This questionnaire is designed to facilitate the wealth management process and will be used to develop or update your customized Wealth Management Plan. The information gathered is essential to the development of a complete and accurate profile of your financial life. Our mission is to simplify your life. Therefore, this questionnaire shouldn’t be an added burden or stress. Complete as much or as little as you’d like, and we’ll review any missing information together at our next meeting. We can assemble much of needed information from the financial statements and documents requested. Please feel free to omit any section for which you are providing a statement or document. All information provided in this questionnaire, or in any other manner, will be held in the strictest of confidence. 

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Risk-Tolerance Questionnaire

Financial risk has three primary aspects (1) risk required or the risk associated with the rate of return that would be required from your portfolio to achieve your goals; (2) risk capacity or the extent to which future returns can be less favorable than predicted without derailing your goals; and (3) risk tolerance or the emotional level of risk you prefer to take. Too often, industry-standard questionnaires contain irrelevant questions and seek to address all three of these aspects in an effort to produce a recommended portfolio from a single questionnaire. This lazy approach leads to inaccurate risk-tolerance assessments and ultimately nervous clients that “sell low” during market downturns. In contrast, we carefully determine your risk required and risk capacity through our wealth management process. We then measure your risk tolerance using a scientifically designed questionnaire from FinaMetrica. This 25-question questionnaire is a psychometric test of your personal financial risk tolerance and ensures valid, reliable, and accurate assessments. Please request a username and password by emailing Henrickson Nauta

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