Compass Wealth

Color of Money Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

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Placing Your Color of Money Risk Analysis Score in Generational Vault for Secure Viewing...

By completing the fields below, you will be redirected to a secure portal to review your score and its definition. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.


Joe Advisor

Compass Wealth

555 5th ave S
Shoreview, MN 55126

651-555-1234

gbeatty@konnexme.com

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For financial service professional use only. Some restrictions may apply. Please call for details. Distribution shall be at the sole and absolute discretion of Gradient Financial Group, LLC and its affiliated member companies.