40 questions, 20 min
Are you able to manage your investment portfolio and still sleep at night? Do you make financial decisions you are comfortable with or are you tormented by uncertainty? Risk management that is tailored to your needs is extremely important for your financial and personal health.
Simply answering the question “Is your risk tolerance low, medium or high?” doesn’t cut it – these words hold different meanings for different people. The SORT Test will provide you with an objective assessment of your coping strategies and how they relate to your risk tolerance when it comes to your hard-earned money. The insight you gain will help you to establish the right mix in your portfolio. This mix will balance all of your needs while still respecting your comfort level.
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What it measures:
The SORT Test evaluates your coping strategies and risk tolerance when it comes to investing. There are four basic sets of coping strengths: Achiever, Developer, Controller and Facilitator. Your coping strength is your strategy for dealing with the world. You will learn which of these are your dominant, back-up and subordinate strengths.
What you get:
You will receive a summary of your dominant and subordinate strengths, along with scores showing to what degree you possess the given coping set.
For each coping set you will find out its
- Risk tolerance
- Goals
- Typical professions
- Communication strategies
- Strengths
- Typical questions
Application:
For CFPs and Investors. You - and your CFP if you have one - will learn about your Risk Tolerance Profile before you buy or revise your portfolio. You and your significant other can average your Profiles and then make your investment choices.
Only $150.00 for a limited time