Glossary · Risk and suitability
Required risk is the level of risk a client would need to take to achieve their stated objectives, given their current assets and savings rate.
This is the dimension most often left out, and it produces the hardest conversations — when the risk a client needs exceeds the risk they can bear, the plan has to change rather than the portfolio.
Questions this did not answer? Ask them directly — that is what the twenty minutes is for.