Portfolio Stress Test
Your first priority during a crisis is the safety of your family and friends
However, many people are also worried about their personal finances
High Point Financial Design is here to help you gain the clarity you might be missing. During the Coronavirus crisis, we're offering ASID members our 2nd opinion review for FREE
Free for ASID
Are you prepared for some of the below scenarios?
Here's what you'll get:
Your Personalized Risk Score
A detailed stress test of your current portfolio, which includes:
Up to 5 possible stress test scenarios to see how your portfolio will react to real-world situations, such as: Coronavirus, Global Recession, Oil Price Decline, or an ongoing Trade War
How your portfolio will perform in a good, baseline, or ugly scenario for each of the 5 targeted situations
A comparison of your portfolio non-emotionally to an index
A comparison of your portfolio to your Personalized Risk Score to see if it is aligned with your desire to pursue growth and experience risk
An "Ask Brad Anything" 15 minute call to review and discuss your key questions
An entirely web-based process, allowing you to remain in the comfort of your own home
Don't need a stress test,
but still want to talk over your finances?
We're here for you too.
Sign up below for your personalized stress test OR a 15 minute ABA call
Email Brad to get your stress test started today
Sign up for a 15 minute "Ask Brad Anything" call
We'd love to hear from you!