Start planning your retirement in 3 steps
Are you in touch with your risk analysis?
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money Risk Analysis score. This short, interactive analysis is the first step on the road to retirement.
During your Financial Health Check, we're with you every step of the way. We begin by reviewing your work history and exploring your retirement options—whether it's early retirement, retiring at the traditional age, or extending your career.
As we work together, we uncover your financial details, ensuring nothing valuable is overlooked. By the end, you'll have a clear and confident plan for a secure and fulfilling retirement.
Get started in 3 steps:
Get your COMRA Score
First, you'll complete the Color of Money Risk Analysis (COMRA), an 11-question assessment of your risk tolerance.
Financial Health Check
With your key information gathered, we use it to develop insightful reports with help from our strategic partners.
We Build Your Personalized Reports
To get a holistic view of the current strategy, we generate three reports: the Morningstar, Asset Map and Compass.
