This short questionnaire combines your own financial situation, a validated risk-tolerance scale, and your own self-rating. Every field is answered by you — nothing here is pulled from any other record.
How this works
Fill this in during your call or meeting.
When you're done, click "Save as PDF" at the bottom so it's on record.
Your advisor reviews your answers separately to decide your risk category.
This runs entirely in this browser tab. Nothing you enter is sent anywhere or stored online — it clears the moment this page is refreshed or closed.
How to use this form
Answer every question as honestly as you can — there are no right or wrong answers.
When you're done, click "Save as PDF" and choose Save as PDF as the destination.
Send the saved PDF to your advisor over WhatsApp or email.
This form runs entirely on your own device. Nothing you type here is sent anywhere or stored online, and refreshing this page clears everything — the PDF only goes wherever you choose to send it.
1Your Situation
No auto-filled values — please answer each of these yourself.
2Your Comfort With Risk
A short, independently validated set of questions (Grable & Lytton Risk Tolerance Scale) — your advisor selected which ones to include.
3A Few Questions From Your Advisor CUSTOM
Added by your advisor — not part of the standard scale.
4Your Own Rating
On a scale of 1–10, how would you rate your own comfort with investment risk?
5
1 — Avoid all risk10 — Comfortable with high volatility
This opens your browser's print dialog — choose "Save as PDF" as the destination. Your advisor reviews these answers separately to determine your risk category; this form itself is never stored anywhere.