Discover your Color of Money score
A short, interactive risk analysis — and the first step on your road to retirement.
The Color of Money Risk Analysis assesses your full financial picture and produces a roadmap to your overall risk preferences. The output is a personalized Color of Money score — and one of the clearest first steps on the road to a confident retirement.
Four steps to your retirement roadmap
1. Start the Risk Analysis
Answer a short series of questions about your current finances, goals, and comfort with risk. Takes about 5–10 minutes.
2. Receive your Color of Money score
Your answers generate a personalized score that reveals how your portfolio aligns with your true risk tolerance.
3. Review your roadmap
We'll walk through the results together — what's working, what's exposed, and where there's opportunity.
4. Build your retirement strategy
From there, we design a coordinated plan: IRA exit, income, tax efficiency, and legacy — all aligned to your score.
Why take the analysis?
Most people don't actually know how much risk is hiding inside their retirement accounts. The Color of Money score gives you — and us — a clear, objective starting point.
- See where your portfolio sits on the risk spectrum
- Identify gaps between your goals and your current plan
- Compare individual or joint (spouse / partner) scenarios
- Get a tailored conversation, not a generic pitch
- Pair results with an IRA Exit Strategy for tax-smart drawdown