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Your Income Style (RISA®)

How we use your income style

Your style is where the plan starts. It isn’t where it ends.

  1. 1

    We read your results together

    We go over what you told us, and check whether it sounds like you. If it doesn’t, we adjust.

  2. 2

    We look at the numbers

    Your style tells us what matters to you. Your numbers tell us what’s possible. We look at both: what you own, what you need each month, and what could get in the way.

  3. 3

    We talk through the options

    Different styles lead to different approaches. We walk through the ones that fit you, and what each costs you in flexibility, growth or certainty.

  4. 4

    You decide

    You take the plan home and decide on your own timeline.

An example

An example

Pending firm review — Hypothetical example, to be labeled as such: an invented couple, no numbers that could identify a client, no outcomes claimed. Draft only after compliance approves the format.
Start with a RISA® assessment
Pending firm review — RISA® is a registered trademark of RISA, LLC. Used with permission — pending firm-approved disclosure and confirmation that the firm holds permission to use the marks.