Understanding your risk tolerance is the foundation of a healthy investment plan. It’s a blend of your ability to take risk (time horizon, income stability, liquidity needs) and your willingness to take risk (how you feel when markets move). We help you quantify both.
Longer timelines can absorb short-term volatility.
A solid emergency fund and steady income widen your options.
College in 3 years ≠ , retirement in 25 years.
If a 10–20% dip keeps you up at night, we’ll calibrate accordingly.
Outcome: A portfolio you can stick with in good markets and bad.
