We'll work through this questionnaire together during your meeting with Moonshot Planning. It looks at two things: your time horizon (when you'll need the money) and your risk tolerance (how you feel about market ups and downs). Because your retirement and brokerage money may have different timelines, we'll look at each separately. There are no right or wrong answers.
We'll complete this together during your meeting. Your answers help us match each of your accounts to a suitable strategy — then we'll review your profiles and save a PDF for your records.
If the client disagrees with a result, or experience and goals suggest a different fit, record the agreed profile (bumped up or down) and the reasoning below.