Capture Your Risk Tolerance and See if Your Portfolio Fits You!

How does TIFIN WEALTH work?

Tifin Wealth takes into account your risk preference and, even more importantly, your relevant life details & financial situation, and risk capacity. Tifin Wealth’s questionnaire is built on simple-to-answer questions that can be completed in under five minutes.Tifin helps us ensure that your portfolio aligns with YOUR investment goals and expectations. Together we can take the guesswork out of your financial future

Capture Your Risk Numbers

The first step is to take a brief quiz that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your Risk Score (a range of acceptable risks) to help guide our decision-making process.

Review Your Current Investments

Many people have more risk in their portfolios than they previously realized. TIFIN WEALTH empowers us to ensure the Risk Score of your portfolio matches your personal risk expectations.

Align Your Portfolio

After pinpointing your Risk Score, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.