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Using advanced quantitative analytics built on a Noble Prize-winning framework, we are able to pinpoint your exact Risk Number that serves as our guidepost through the financial planning process. Your personalized Risk Number quantifies the semantics of the typical financial services questionnaire; replacing confusing, meaningless and subjective terms like “moderately conservative” or “moderately aggressive” with a Risk Number between 1 and 99 that quantifies your exact comfort zone for downside risk and upside potential. The results from this analysis are the building blocks for your financial plan. Discovering your investment personality is crucial to the design and deployment of a financial plan that aligns how you feel about investing with the appropriate risk-based strategy implemented to achieve your goals. Five minutes is all it takes…what’s holding you back?