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What's Your Risk Profile?

At Financial Dimensions, we offer a complimentary, math-based risk report to all prospective clients.

Complimentary Risk Analysis


Riskalyze is a cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Financial Dimensions is proud to use Riskalyze to help our clients establish their Risk Number and craft investments that align with that risk tolerance.

With this unique software, we can:

  • Capture your Risk Number
  • Align your portfolio
  • Assess your retirement goals

Some questions we often hear from our clients that can be answered by working with our firm and the Riskalyze system include:

  • What is a Risk Number?
  • How does my risk tolerance impact my investments?
  • What would my portfolio look like if it were aligned with my Risk Number?
  • What is a Retirement Map? What does mine look like?
  • What are the different types of risk (market risk, portfolio risk, life risk, etc.)?
  • How would be risk tolerance change if I were to retire 10 years earlier, send a child to college, or other life changes?

Together, we can take the guesswork out of your financial future. Contact us today to schedule your first complimentary meeting.