Risk Tolerance Questionnaire

Investing successfully starts with understanding your personal comfort with risk. Our risk tolerance questionnaire helps you determine an average annual return target that aligns with your unique risk tolerance. Our risk tolerance questionnaire will give you:

  • A projected average annual return based on your risk tolerance, time horizon, and financial goals.
  • A clear understanding of potential highs and lows in your investment performance, so you’re prepared for both gains and downturns.
  • A clear picture of how much risk you may need to take to reach your financial goals - and whether you’re comfortable with it.

See What Others Are Saying

"I wasn’t sure where to start with investing, but First Financial’s questionnaire made it easy to clarify my goals. Their team provided personalized guidance that gave me confidence in my financial future!"
James Thompson
"The investment questionnaire was simple yet insightful. After completing it, I received a custom report that showed me my risk tolerance. Highly recommend if you want more clarity."
Patricia Williams
"I didn’t think a questionnaire could be so eye-opening! It helped me understand my tolerance to market risk and gave me a rough annual rate of return to target. Very insightful information."
Kathy Simmons
"I’ve managed my finances for years, but this questionnaire helped me think about things I hadn’t considered for retirement. It was a great way to organize my thoughts before speaking with an advisor."
George Anderson

FAQs

What Does the Risk Tolerance Questionnaire Do?

This calculator helps you determine an average annual return target that aligns with your personal risk tolerance. By answering a series of questions about your comfort level with different market conditions, we provide a percentage return range that reflects the level of investment risk you're comfortable taking.

How Does it Work?

The calculator evaluates your responses to key questions about risk. You’ll be asked how you would react to different market scenarios, how long you plan to invest, and what level of volatility you’re comfortable with. Based on these inputs, we generate a suggested return percentage that fits your profile.

Interpreting Your Results

The percentage return you receive is a guideline, not a guarantee. It represents an average return target that aligns with your comfort level. If you prefer stability, your suggested return might be lower, while those comfortable with market fluctuations may see a higher target return. Understanding this balance helps in setting realistic expectations for long-term investing.

Why Risk Tolerance Matters

Taking on too much risk can lead to panic-driven decisions in downturns, while being too conservative may prevent you from reaching your financial goals. Aligning your investments with your risk tolerance helps you stay disciplined through market ups and downs, leading to better long-term results.