The Risk Number Tool
A Risk Number™ is cutting edge technology that identifies your acceptable levels of risk and reward with unparalleled accuracy. Using this tool, we ensure that your portfolio aligns with your investment goals and expectations.
With a Personal Risk Number™ You Will:
• Learn About Your Risk Tolerance
• Align Your Portfolio Correctly
• Meet Your Retirement Goals
Together we can take the guesswork out of your financial future.
STEP 1. - Capturing Your Risk Number
The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you’re willing to risk for potential gains. Then we’ll pinpoint your exact Risk Number™ to guide our decision-making process.
Review Your Current Investments
It turns out 4 out of 5 people have more risk in their portfolios than they previously realized. This technology empowers us to make sure the Risk Number™ of your portfolio matches your personal Risk Number™.
Step 2. - Aligning Your Portfolio
After pinpointing your Risk Number™, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.
Stress tests illustrate how your proposed portfolio would have fared through various market events over the past 8 years, including the financial crisis and recovery.
We can visualize the risk and reward profile for each individual investment we propose for your portfolio. Illustrating risk, reward and diversified risk gives us a powerful tool to review before we make any final investment decisions.
ORGANIZE AND ANALYZE YOUR FINANCIAL LIFE
(Click below to enjoy a short video!)
Behm Financial is a Financial Services Firm incorporating leading technologies like Asset-Map in the financial planning process to best equip our advisors with the tools needed for success. Asset-Map gives advisors the ability to visually focus on a client’s entire household and see how individual decisions impact each other, in addition to sharing clients’ progress for their financial priorities in real time.
Asset-Map blends design thinking and personal finance to deepen client relationships, spark meaningful conversations with clients and efficiently illustrate their complete financial landscape in a simple, one-page snapshot. Asset-Map creates an interactive, visual experience to help clients gain a better understanding of their unique financial situations to make better financial decisions.
“At Behm Financial, we firmly believe in giving clients the most accurate, full picture of their finances to empower them to make better financial decisions,” said Ken Behm, founder of Behm Financial. “We are excited to partner with Asset-Map and help our clients more meaningfully plan for their future.”
Begin Your Journey with our Easy To Use Discovery Tool!
This process does not ensure a profit nor guarantee against loss.