Your Information
We need a few details to send your results to our advisors.
Who's taking this assessment?
Each partner will answer the questions independently. Please don't discuss your answers or try to influence each other. Honest individual responses give the most accurate results.
Partner 1
Partner 2
Where should we send results?
If both emails are provided, each partner will receive their own results. If only one email is entered, both results will be sent to that address.
Note: Both partners' results will be sent to the single email address provided.
Ready for your partner?
's results have been saved.
Now it's time for to complete the assessment.
Both partners have completed the assessment. Below you'll see each person's results, followed by a comparison of how you align.
Viewing results for:
How to Think About These Results
Understanding the Scale
Scores closer to 0 typically reflect a preference for stability and capital preservation, where protecting what you have matters more than maximizing growth. Scores closer to 100 tend to indicate comfort with significant market volatility and a focus on long-term wealth accumulation, even when that means accepting substantial short-term fluctuations. Neither approach is better or worse. They represent different priorities, timeframes, and emotional relationships with uncertainty.
Risk Profile Scale
What Your Score Reflects
Behavioral Tendencies and Investment Mindset
Time Horizon and Risk Capacity
How These Elements Work Together
How Petra Uses This Information
Couple Comparison
What this means for you as a couple:
Petra has received your responses and will begin developing an Investment Policy Statement based on your profile.
Financial Knowledge (Diagnostic Overlay)
This section does not affect the Risk Alignment Score. It helps tailor communication and planning recommendations.
