Take the Peak Financial Guidance-Riskalyze Analysis Tool and find out if your portfolio is in alignment with your risk tolerance.
Capture Your Risk Number®
Align Your Portfolio
Define Your Retirement Goals
The first step is to answer a 5-minute questionnaire that covers topics such as your portfolio size, your top financial goals, and what you are willing to risk to have the opportunity for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
After pinpointing your Risk Number, 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.
We will also review your progress toward your financial goals by building a Retirement Map.
When we are finished, you’ll better understand what we can do to increase the probability of success.