Discover where you stand on the retirement risk spectrum
A short, interactive analysis that gives you a clear Color of Money score and a roadmap to a more confident retirement.
Take the Color of Money Risk Analysis
Launch the interactive analysis on our secure partner portal. Takes about 5–10 minutes — your Color of Money score is generated instantly.
Take the analysis
Answer a short series of questions about your finances and retirement preferences.
Get your score
Receive your personalized Color of Money score and risk category.
Build the plan
Meet with a licensed professional to align your assets with your goals.
What you'll learn
- Your overall risk preference category
- How your current assets align with that risk profile
- Where you may be over- or under-exposed
- Next steps for capital preservation & income
Ready to get your score?
The analysis takes just a few minutes. Once complete, you'll be redirected to a secure portal where you can review your score and book a follow-up if you'd like.
The four answers every serious saver should know
Rate of return, savings rate, retirement timing, and lifestyle impact — Chester can walk you through all four in under ten minutes, at no cost.
Retirement isn't a roll of the dice
Too many savers treat the market like a casino as they approach retirement. The Color of Money analysis shows you exactly where you're taking risk you don't need to take.