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How Does TIFIN WEALTH Work?

Tifin Wealth takes into account both your risk preference and, even more importantly,  your relevant life details & financial situation or risk capacity. Tifin Wealth's questionnaire is built on simple-to-answer questions that can be completed in under 5 minutes. Together we can help take the guesswork out of your financial future.

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Capture Your Risk Score

The first step is to take a brief quiz that covers topics such as portfolio size, top financial goals, and what you’re

willing to risk for potential gains. Then we’ll establish your Risk Band to help guide our decision-making

process.

 

Review Your Current Investments

It turns out that most people have more risk in their portfolios than they previously realized. Tifin Wealth

empowers us to make sure the Risk Score of your portfolio fits within your personal Risk Band

 

Align Your Portfolio

After pinpointing your Risk Score, we’ll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time.