The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
By completing the fields below, you will be redirected to a secure portal to review your score and its definition.
Explore where you are on the risk spectrum, or choose to retake the Color of Money Risk Analysis to further understand your score, all within the secure Generational Vault portal.
Complete the fields below to discover where you are on the risk spectrum.
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Here you will see your Color of Money Risk Analysis Score and what that number stands for. You will be classified into one of five categories based on the number you received. Our next step is to ensure that your current assets line up with your COMRA score. One of our financial services professionals will reach out to you to discuss next steps.