Investor Risk-Tolerance Questionnaire — Kickoff intake form (public) for Financial Advisors. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A short questionnaire to gauge your comfort with market ups and downs and your preferences as an investor. There are no wrong answers — this just helps us build a portfolio that fits you. Not investment advice.

What it collects (by section):

• About you — First name [short text]; Last name [short text]; Email address [short text]; Investment Knowledge Level [dropdown: Beginner / Intermediate / Advanced].
• Your comfort with risk — Risk Profile Category [dropdown: Conservative / Moderately conservative / Moderate / Moderately aggressive / Aggressive]; Drawdown Comfort Level [dropdown: 5% / 10% / 15% / 20% / 30%+]; Risk Capacity Drivers [multi-select: Stable income / Short time horizon / Liquidity needs / Debt obligations / Dependents / …]; Goal Time Horizon [dropdown: 0-2 years / 3-5 years / 6-10 years / 10+ years / Mixed/Multiple].
• Your investing preferences — Model Portfolio Preference [dropdown: Income / Balanced / Growth / Aggressive growth / Custom/Blended]; ESG / Values Preferences [multi-select: Environmental focus / Social impact / Governance emphasis / Faith-aligned / Exclude fossil fuels / …]; Investment Restrictions / Exclusions [long text]; Interest in Alternative Investments [multi-select: Real estate syndications / Private equity / Private credit / Hedge funds / Commodities / …].
• Anything else — Financial Planning Notes (client-specific) [long text].

Required: Email address, Investment Knowledge Level (kept low-friction).

Form type: Kickoff intake (in), public. Niche: Financial Advisors. Deployment: embed.

Best for / surface when: Financial Advisors client workflow — investor risk-tolerance questionnaire.