Get Risk Profile Questionnaire - Capstone Financial Planning

The Risk Profile Questionnaire is an essential tool for understanding your investment preferences and risk tolerance. This guide will walk you through the process of filling out the questionnaire online, ensuring you can make informed financial decisions.

Follow the steps to complete your questionnaire effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin with the first section, which assesses your knowledge of investment markets. Circle the answer that best represents your level of understanding.
3. Proceed to the second question regarding your current investment goals. Choose the option that aligns with your financial objectives.
4. Answer the third question about your intended investment timeframe. Be sure to select the timeframe that reflects your current planning.
5. For the fourth question, think about your reaction to a recent investment loss. Circle the option that describes your likely response.
6. The fifth question asks about your preference between security and higher returns. Select the option that aligns with your investment philosophy.
7. In the sixth question, assess how much risk you are willing to take with your funds. Choose the amount that accurately represents your comfort level.
8. Moving to the seventh question, consider how often you can tolerate negative returns. Choose the frequency that matches your risk tolerance.
9. The eighth question asks about your preferred investment strategy. Select the option that best fits your investment approach.
10. Respond to the ninth question concerning short-term value reductions for long-term gains. Choose the option that resonates with you.
11. For the tenth question, reflect on your previous financial decisions and select the degree of risk you have taken in the past.
12. After answering all the questions, add up the numbers you have circled to determine your total score. This will help identify your risk profile.
13. Based on your total score, consider which risk profile fits you best according to the provided descriptions.
14. Finally, confirm your selected risk profile and provide your name and signature for verification purposes.
15. Once you have completed the questionnaire, you can save changes, download, print, or share the form as needed.

Start completing your Risk Profile Questionnaire online today to take the first step toward informed financial planning.