What's Your Risk Number?
Melone Private Wealth Portfolio Risk Compatibility Software
Did you know human beings are twice as concerned about avoiding losses than they are about achieving potential gains?
That’s one of the reasons humans tend to sabotage their own investing — selling when they get scared, missing the recovery, and buying back in when the markets “feel safe” again.
We Use A 3 Step Process
Step 1: Capture Your Risk Number®
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number to guide our decision making process.
Step 2: Align Your Portfolio
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.
Step 3: Define Your Retirement Goals
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.