Integrity Wealth ManagementRisk Ledger
Risk preferenceWhat the client will accept
Risk capacityWhat the client can afford
Current portfolioWhere the holdings sit today
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Preference
Capacity
Portfolio

Add holdings to place the portfolio on the scale.

Prepared by Loren Sherman, CFP®, RICP®, WMCP® · Integrity Wealth Management

01 Holdings

Drop the positions export from Schwab. Several accounts may be dropped together; they combine into one household.

    Holdings are read inside this browser and are not uploaded. Only the ticker symbols are sent to the price service. Account numbers are shortened to their last four digits.

    02 Preference

    What the client is willing to accept, over six months, before wanting to change course.

    Answer the first question to place the preference.

    03 Capacity

    What the client's circumstances can absorb, whatever the client would prefer.

      Choose the years until withdrawals to place the capacity.