Risk Analysis



Take our free risk analysis assessment for couples to see if you are really on the same page.




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Step 1

Click the “Start Risk Assessment” button. Enter your name and email address, as well as, your partner’s name and email address. You will receive an email with a link to start your risk assessment.


Step 2

Answer all 8 questions to the best of your ability. You and your partners should answer the questions separately for the best results. When you and your partner are finished your risk numbers will be displayed.

 Step 3

Compare your risk number with your partner’s risk number. A graph will illustrate your points of convergence and divergence in relation to risk. Use this information to develop a joint risk number you are both comfortable with.


Couples fight over money. Take a risk assessment and get on the right track.

Start Risk Assessment

 What is Risk


How Does it Affect Us?


Risk is the likelihood that an investment’s actual return will be different than expected.  This includes the possibility of losing some or all of the original investment for the opportunity to earn more on the original investment.

Risk is an important factor to consider when investing.  However, many couples fail to assess each other’s individual risk prior to investing together.  In many relationships investments are made by the dominant partner’s risk profile.  This may lead to conflict within the relationship, especially if one person is risk averse and the other person is a risk taker.

In order to avoid conflict and better understand each other couples should:

  • Assess each other’s individual risk preferences and come to an understanding
  • Compromise and develop an optimal risk profile together
  • Communicate with your financial advisor about your joint risk preference
  • Address changes with your perceived risk as they arise

Understanding risk and effectively communicating with your partner are essential to successful investing.  Risk has a profound effect on how you will invest.  To get a better understanding of your risk as a couple try our free risk assessment tool. For more information on why couples fight over money check out our blog, “Money and Relationships”.