First appointment
How much risk feels right to you?
Move the slider to wherever feels honest. There’s no right answer, and nothing is locked in.
50
Balanced
You accept that markets fall sometimes, as the price of growing your money over the long run.
Perhaps a 15–20% decline in a bad year
S&P 500A fund of large US companies
Most conservative
Most aggressive
This is how you describe your own comfort with risk. It's a starting point for the conversation, not a limit on how much any investment can lose.