skinny.

Latest / It's All Money

The 1 Answer That Could Determine Where All Your Money Is Invested

Risk tolerance probably doesn't feel like a key to financial success for you. Did you know your reported risk tolerance could determine where and what investments your entire portfolio goes into? Hosts Dano Weir and Daren Blonski, CFP® sit down with Sonoma Wealth Financial Advisor Shelby Wirick for a first-hand account of how her client's answers about risk tolerance determine what can ultimately happen with their portfolio. Find out right here on this episode of It's All Money.

Full video on our YouTube Channel

If you're new to Sonoma Wealth, book your Wealth Analysis right here…

The skinny

The skinny isn't ready yet — notes appear once the transcript is processed.