Smart Risk is a wealth mindset.
It’s a new way of thinking about risk that builds resilience to help you make better decisions to achieve your financial goals and purpose.

The 5 P’s Of Smart Risk Investing
The Smart Risk Investing Roadmap is designed to help investors see past the emotional fog of investing. The Roadmap presents 5 guideposts to help you move past obstacles to long-term financial success.
The 5 P’s drive your wealth mindset.
When you take the quiz, we’ll give you an assessment of where you’re at today.

Purpose
What is the “big why” behind your financial goals?

People
Who is in your “circle of trust” to support you to achieve your financial goals?

Plan
How protected is your investment strategy from volatility?

Perspective
How fear-based is your wealth mindset?

Positive Action
How aligned are your financial decisions?