How do you determine my risk tolerance and investment goals?

Financial consultants typically determine a client's risk tolerance and investment goals through an initial consultation and a detailed questionnaire. During the consultation, the consultant will discuss the client's financial situation, investment experience, and goals, as well as their risk tolerance, time horizon, and any other relevant factors. Based on this information, the consultant can recommend an appropriate investment strategy that aligns with the client's goals and risk tolerance. The questionnaire typically covers questions about the client's income, expenses, assets, liabilities, investment experience, investment objectives, risk tolerance, and other relevant financial information.