As you answer these questions, please select the response that best reflects your situation. Your input will contribute to your personalized Investor Metric™ risk score, which we’ll use to identify investment portfolios that align with your risk tolerance and financial objectives—whether traditional or faith-based.

We’re committed to creating a hyper-personalized, risk-adjusted portfolio that balances your goals, time horizon, and comfort with market volatility. This tailored strategy ensures ongoing alignment with your evolving needs and preferences.

The Investor Metric™ Questionnaire

We provide this score sheet to help you determine the best portfolio allocation to meet your investment needs. This is based on your investment objectives, time horizon, and investment risk profile. Your total is your Risk Tolerance Score.

Investor Metric Risk Number™ and Risk Tolerance Scale:

Investment Limitations and/or Preferences:

Using prudent investment strategies, NCFA will manage investments within the portfolio sections you specified. You, the Client grant full discretionary authority to NCFA for the investment & reinvestment of assets in the Client’s account. Please describe below any special instructions or limitations affecting the management of the Client’s account. Including, If you selected an objective that is either higher or lower than what corresponds to your Investor Risk Metric Number™

Our firm's Motto:

The best of people are those who benefit others the most

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

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Get in touch with NCFA for expert financial guidance and personalized support. We’re here to help you achieve your goals with ethical, sustainable solutions.

Our firm's Motto:

The best of people are those who benefit others the most

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National Christian Financial Advisors, Inc. (NCFA) is minority owned and operated Independent Registered Investment Advisory Firm

Disclosure:

Let’s Talk About Risk:

Investment Advisory Services offered through National Christian Financial Advisors, Inc. (NCFA). Investing involves risk and there is the potential of losing money when you invest in securities. Past performance does not guarantee future results. National Christian Financial Advisors, Inc. (NCFA) does not guarantee any specific outcome or profit.

Investments in securities are: Not FDIC Insured • Not Bank Guaranteed • May Lose Value. 

The annual percentage yield (“APY”) on the deposit balances in Betterment Cash Reserve (“Cash Reserve”) is 4.00% and represents the weighted average of the APY on deposit balances at the banks participating in Cash Reserve (the “Program Banks”) and is current as of December 27, 2024. This APY is variable and subject to change daily. Deposit balances are not allocated equally among the participating Program Banks. A minimum deposit of $10 is required, but there is no minimum balance required to be maintained. The APY available to a customer may be lower if that customer designates a bank or banks as ineligible to receive deposits. APY applies only to Cash Reserve and does not apply to checking accounts held through Betterment Checking. Cash Reserve and Betterment Checking are separate offerings and are not linked accounts.

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Congratulations! You’ve taken an important step in your financial journey. Based on your thoughtful responses to The Investor Metric™ Questionnaire, we’ve identified your unique Investor Risk Metric Number™ and crafted a Personalized Portfolio that aligns perfectly with:

  • Your risk comfort level
  • Your specific investment timeline
  • Your personal financial goals

Your customized portfolio is ready and waiting. Click “Next” to begin funding your future with an investment strategy designed just for you.

The path to financial freedom starts here – let’s take that next step together.

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