Questionnaires

• The Wise Wealth Planning^TM Program Questionnaire is designed to facilitate the planning process.  You may choose to complete this booklet on your own, or during a consultation.  Completing this will help to understand your goals, and ultimately simplify your life.
• The Wise Wealth Visioning Exercise ^TMQuestionnaire is crafted to gain an understanding of your personal and financial goals.  Once we understand your vision of the future, then we can effectively assist you in reaching your goals.

• Risk Assessment Questionnaire - Investors often make poor choices because they do not know how to choose between investment risk and return. You could buy an investment with too much risk and “bailout” when times get tough.  The result is that you endure the pain of loss, but never stay long enough to enjoy the subsequent gain.  How do you determine what is the right level of risk and return?  Our Risk Assessment Questionnaire designed by FinaMetrica will help assess your financial risk tolerance.  The scientifically designed system provides an assessment of your personal financial risk tolerance. The easy-to-use 25-question risk tolerance questionnaire can be completed in 15-20 minutes and the comprehensive risk profile report is available shortly afterwards. Click here to receive a user name, password, and instructions on how to complete the test from Savant’s test administrator. Once your test is complete, we will e-mail your results.