Client Experiences

Wow, RISA® is very impressive. I think the questions are thoughtful, and what was even more impressive was how it was more than just a survey of your desires or predilections but tested self-awareness and other important behavior finance attributes. I think the scientific, agnostic and iterative process is frankly somewhat revolutionary and certainly sets your team apart from the normal crowd. I find the approach thoughtful, deliberate, curious and quite refreshing.

It's an evaluation of how you'd be most comfortable and most successful in funding your retirement.

I think it is the best I have seen at getting to the essence of the way to best architect a person's financial retirement plan.

The most insightful and actionable tool I've found to help guide the retirement planning process.

A psychological evaluation of your thoughts and concerns about the financial aspects of retirement. A completely different approach to personal finance than anything I have seen before.

A good way to assess what makes you tick in regard to retirement planning and helps you identify your true areas of concern.

The RISA process makes you focus and think about how you perceive risk, how you see the future, how you will be planning for unknown events and how to come into a cohesive form of planning to fit a person's personality.

A psychological evaluation of your thoughts and concerns about the financial aspects of retirement. A completely different approach to personal finance than anything I have seen before.

A good way to assess what makes you tick in regard to retirement planning and helps you identify your true areas of concern.