Comprehensive Planning Associates, LTD

Color of Money Risk Analysis

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. This short, interactive analysis is the first step on the road to retirement.

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Placing Your Color of Money Risk Analysis Score in Generational Vault for Secure Viewing...

By completing the fields below, you will be redirected to a secure portal to review your score and its definition. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.

Comprehensive Planning Associates, LTD
164 Kings Highway North
Westport, CT 06880
P: (203) 454-5970

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Insurance products and services, fee-based financial planning and investment advisory services are offered by Comprehensive Planning Assoc, Ltd (Compass) a Registered Investment Advisor in the State of Connecticut. Securities are offered by Gretchen Brunner and Matthew Brunner through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Comprehensive Planning Assoc, Ltd (Compass) and Gradient Securities, LLC are not affiliated companies. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. Gradient Securities, LLC and Comprehensive Planning Assoc, Ltd (Compass) are not affiliated with or endorsed by the Social Security Administration or any government agency.

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