Portfolio Review

At Waller Financial Coaching, we utilize a third party app, Riskalyze to best understand your financial situation.

The process is simple: Riskalyze provides a questionnaire and you get the following information:

  • Your individual Risk Number
  • A match between appropriate investments and your individualized Risk Number
  • A projection of your retirement map

By utilizing this app, you gain a comprehensive analysis of your specific risk tolerance. This not only helps you clearly understand your current financial situation, but it also provides us with vital information to help plan the fundamental steps for your financial future.

Complete Riskalyze