PRISM: Prioritizing Your Goals

Use this worksheet to compare your current portfolio allocation against the target allocation you listed in Step 2 of the PRISM process, R – Recognizing Your Risk Tolerance and Allocation. If the difference between your current and target allocation is within your acceptable range of variability, no action is required. If your current allocation has strayed too far from your target, consider rebalancing—either directly or through future contributions or withdrawals—to bring your allocation back closer to target.