What Is My Risk Profile Preference? Question Title * 1. What stage of life are you at? Single with little to no debt DINK (Double Income No Kids) Young family with a mortgage Mature family with debt under control Pre-retirement Retired Question Title * 2. Whats your annual income Less than $30K $30K-$80K $80K- $180K $180K-$250K $250K+ Question Title * 3. Your Net Worth without your home? Under $250K $250K-$500K $500K-$750K $750K-$1mill $1mill + Question Title * 4. Have you borrowed to invest before? Yes, it went very well No Yes, I was comfortable doing so Yes, but I had an investment loss Yes and it wasn't worth the risk Question Title * 5. Experienced with investing? No, and feel uncomfortable with the prospect of investing Not experienced A little bit of experience Intermediate experience Advanced experience, I research regularly Question Title * 6. The length of time you have to invest? Under 2 years 3-5 Years 6-10 Years 10+ Years Question Title * 7. How do you feel about gaining and losing money invested? Very concerned about losses Somewhat worried about losses I think about possible gains Very excited about possible gains Question Title * 8. What would you do in the following scenario? You have invested $100K and the next month you only had $85K left of your investment. Sell everything Sell some and invest more conservatively Do nothing Invest more money Question Title * 9. What would you do if that same investment continued to fall to $60K in a year? Sell everything Sell some and invest more conservatively Do nothing Invest more money Question Title * 10. How would you choose to invest your funds? Low risk and steady Mix of investments but lower risk Mix of investments but some risk Mix of investments with higher risk High risk, high reward Done