“Pocket Risk is a fantastic tool that has become a key component of our discovery process with clients. I
came across Pocket Risk after using a similar online risk questionnaire that just didn’t consistently
represent the client’s true risk tolerance.
It’s been a relief to find a tool that I have confidence in, and is so simple for the client to use.”
C.J. Baxter, CFP®, Axia Wealth
“I recommend it highly, mostly because it accurately measures my clients’ ability to tolerate market risks.”
Gene Kowalski, Solitude Financial Services