PRISM: Prioritizing Your Goals

This worksheet will help you assess how much risk you should take to achieve a specific goal based on the timing of the goal (both when it will be reached and how long it will last) and your psychological and financial ability to withstand market volatility. Enter the number of points for each of the answers and total the scores for each section.

Note: If investing for more than one goal, fill out a separate Risk Tolerance Worksheet for each goal.