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Take the Smart Risk Quiz to discover which of the 5 P’s in the Smart Risk Investing Roadmap can help you along your path towards a work-optional lifestyle.

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What is your single most important financial Purpose within the next 10 years?

Providing regular income to support my lifestyle needs.

Growing my net worth to one day be able to live a Work Optional Life.

Leaving a legacy for a future generation or charitable purpose.

A combination of the above.

Not sure.

Who would you consider to be a part of your current Circle of Trust, meaning the People whom you consult and completely trust to help you make important decisions?

Select all that apply:

Financial Advisor

Legal Advisor

Doctor

Accountant

Spouse/Partner

Friend

How much effort have you put into the financial planning process?

I've thought about it but don't have a written financial plan.

I have a written financial plan but it may need updating to reflect important changes in my needs and goals.

I'm not convinced that I need a written financial plan.

I have an updated financial plan but I'm still worried about investing.

I have an updated financial plan that gives me confidence and peace of mind.

How well is your current investment strategy protected from market volatility, outdated investment tools, and/or emotional decision making?

I feel very confident in my investment strategy for the current and future environment.

My investments have done well in the past but I'm concerned about having the right strategy for the current and future environment.

I know I should do something about my investments, but I keep putting it off.

I am ready for a change and actively seeking a better way to invest.

I don't know.

How do you usually feel about your major financial decisions after you make them?

Very pessimistic.

Somewhat pessimistic.

Somewhat optimistic.

Very optimistic.

Not sure.

When faced with a dilemma or troubling situation, you tend to act in the following manner:

I consult the people whom I trust the most before making a decision.

I tend to act on what my gut instinct tells me.

I tend to avoid having to make a decision until the last minute.

I research the possible outcomes, look at the probability of each outcome, then make a decision based on what makes the most sense at that time.

I tend to stick with what I'm currently doing, as I don't like change.

In recent years, how have your personal investments changed?

Always toward lower risk.

Mostly toward lower risk.

No changes, or changes with no clear direction.

Mostly toward higher risk.

Always toward higher risk.

Compared to others, how would you rate your willingness to take financial risks?

Extremely low risk taker.

Low risk taker.

Average risk taker.

High risk taker.

Extremely high risk taker.

What is your greatest financial concern over the next 10 to 15 years?

Outliving my investment savings.

Paying too much in taxes.

Leaving too much to my children.

Poor investment performance impacting my ability to retire.

My existing advisors retiring, and I don't know who to trust.

If you had to choose between more job security with a small pay increase, versus less job security with a big pay increase, which would you pick?

Definitely more job security with a small pay increase.

Probably more job security with a small pay increase.

Not sure.

Probably less job security with a big pay increase.

Definitely less job security with a big pay increase.

When faced with a major financial decision, are you more concerned about the possible losses or the possible gains?

Always the possible losses.

Usually the possible losses.

Usually the possible gains.

Always the possible gains.

Not sure.

How much confidence do you have in your ability to make good financial decisions?

None.

A little, with some help from others.

A reasonable amount.

A great deal.

Complete.

Insurance can provide a safety net to cover a wide variety of life's major risks - including accident, loss of income, illness, death etc. How much coverage do you have?

Very little.

Some.

Considerable.

Complete.

What would you do if you won $100,000 in the lottery?

Take an amazing vacation.

Pay off debt.

Buy a boat or new luxury car.

Put it towards helping a friend, family member, charitable entity or philanthropic purpose.

Save or invest it for my family's future.

How much annual income (before tax) do you think you might need to remain Work Optional (combined with spouse)? By Work Optional, we mean comfortably being able to live the lifestyle you desire.

I have no idea.

$80,000 per year or less.

Between $80,000 to $150,000 per year.

Between $150,000 and $500,000 per year.

Greater than $500,000 per year.

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