Try Our Three-Step Process

Work through the widgets below to explore your risk, goals, and diversification. When you’re done, click the button to complete our secure New Client Questionnaire. We’ll review your responses and reach out to schedule a planning session.

Start New Client Questionnaire
Takes about 5–10 minutes.
1. Assess Risk Appetite: (drag the circle slider up/down)
Very High Risk
High Risk
Moderate Risk
Low Risk
Very Low Risk
Living on the edge of a volcano, toasting marshmallows.
Adventurous enough to try skydiving... with a jetpack backup.
Balanced like a cat on a tightrope – cautious but curious.
You read the terms and conditions... and take notes.
Safer than a bubble-wrapped kitten in a padded room.
Risk Bomb
2. Define your Goals: (drag the circle within the graph)
3. Decide on Diversification: (click the sliders)

Ready to Talk?

Now that you’re done, let’s set up a time to talk. Fill out our questionnaire and we’ll be in touch to schedule a planning session.

Start New Client Questionnaire
Takes about 5–10 minutes.

Contact Us

Cary Office

2500 Regency Parkway
Cary, NC 27518 USA

Telephone: 919-749-3908

Email: info@brodiewealth.com