Risk Tolerance Worksheet

Please fill out the form below to the full extent of your abilities. The more information we obtain from you, the more we will be able to help going forward!

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1. When you think of the word “risk” which of the following words come to mind first? 

2. Compared to people you know, how is your ability to handle financial stress? 

3. What’s your investment experience? Have you ever sold an investment because of a stock market decline?  

4. What is the likelihood you will be needing a large amount of cash soon? 

5.  Are you easily influenced by the noise on T.V. (CNBC talking heads)?

Short-Term Risk Tolerance:

Medium-term Risk Tolerance:

Long-term Risk Tolerance:

Do you feel that you are more likely to have a positive or negative financial surprise in the future? 




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Securities offered through D.H. Hill Securities, LLLP, Member FINRA/SIPC.  D.H. Hill Securities, LLLP, Todd Mann Financial Services, and Belpointe Asset Management, LLC are not affiliated entities.


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