1. Most financial planners require that you have at least $500,000 to work with you. I don’t have that much to give to a financial planner yet. I want to understand my risk tolerance. Then buy investments that fit my risk tolerance profile. Can The SORT Test© help me do that?
Yes, you have come to the right place.
2. Why haven’t I heard about The SORT Test©?
It just went online in December, 2020.
3. If we want to know more will you do a Zoom presentation for me and my friends?
Sure – that will be fun! Just email me at 1maknolle@gmail.com, and we will set that up.
When you are ready to take The SORT Test©:
- Use either Pay Pal or your charge card, pay $150 and take The SORT Test© on this website.
- IMPORTANT: As soon as you take the test your Coping Strength and Risk Tolerance (CART) Profile will flash up on the screen. Print it out or log back in to access it whenever convenient.
- Read it carefully.
- On the last page under Your Coping Strength And Risk Tolerance (CART) Profiles: You and your spouse/investment partner put your CART Profiles. So if you have a spouse or investment partner: S/he does 1. – 4 too.
HINT: It is a good idea to buy the High Risk, Medium Risk, Low Risk, and Balanced Risk EBooks on this website. If you buy all 4 you get the discounted price of $30. Buy 1 set.
4. I know that I need to do financial planning. I don’t know where to start. I get that I want to understand my risk tolerance. Then buy investments that fit my risk tolerance profile. Can The SORT Test© help me do that?
Yes, you have come to the right place.
5. I am a financial planner. I have never seen this test before. I want to understand more about how it assesses risk tolerance.
You will want to read Dr. John A. Lutjemeier’s report, “The SORT Test: A Scientific Coping Strengths Test to Quantify Client Risk Tolerance.” It is a good briefing on the subject of risk tolerance and psychology. To read D.Lutjemeier’s full Report click here.
5. I have a question that’s not listed here.
Email your question to thesorttest@gmail.com.