Risk Assessment Signup
This page is for individuals that received an email from us notifying you that you were granted a Risk Assessment, complements of EZTracker. To schedule your Risk Assessment, please use the calendar below. We have provided 3 daily time slots over a 3 week time frame. If you don’t find a slot that works for you, please respond to the email you received and we will accommodate your needs to the best of our ability.
To prepare for your Risk Tolerance Assessment, please have as much of the information on the Prep Sheet available as possible. Tolerisk takes about an hour, but can vary, depending on how many questions you and/or your spouse have during the session. We are happy to spend as much time as necessary to ensure a proper and thorough analysis. At the end of the session, we will provide you with detailed feedback on a range of risk levels most appropriate for you, as well as a sense of the key drivers in your case and likely evolution.
All times are EST
If you have trouble scheduling your risk assessment, please contact us by clicking HERE.