Thank you for signing up for a consultation.
You'll receive an email confirming your appointment so you can add it to your calendar.
The next step is to determine your Risk Score.
Click on the button below and answer a few questions to define your risk parameters. The resulting Risk Score determines how much volatility you can tolerate in your portfolio without causing you stress. It helps us to help you make better decisions, gives us a good idea of how you should be positioned, and shows whether or not your current portfolio is appropriate for you.
NOTE: If you are already a current Avalon client, and have previously taken a Risk Assessment, you do not need to take it again. If you have questions or concerns about your Risk Score, please let your advisor know in your scheduled call and they will be happy to assist you in making any updates.