Welcome to the RISA™

Retirement Income Style Awareness™

Thank you again for beginning your journey to discover your Retirement Income Style Awareness™, your RISA™ profile.

Now here are a few tips to help you get started.

Please answer each question based on how you feel, regardless of your current situation. We want to see how you fundamentally feel about a variety of approaches.

And please don’t overthink your answers, there are no right or wrong answers. We want this to be an engaging process of self discovery because this will help us identify strategies that play into your strengths and match your RISA™ profile.

Please, enjoy this process, and I’ll see you again once you have completed your form.

To Save Your Progress:

Finishing the entire questionnaire should take roughly 45 mins. We highly recommend setting aside the time to complete it in one sitting.

However, if you do need to return and complete the form later, at the bottom of the pages there will be a “Save Draft” link.

Clicking on this will save what you have entered and allow you to return to complete it later.

NOTE: Occasionally when you continue you will not be brought to the last page you entered information to, but instead will need to press “Next” until you arrive there.