The SORT Test© is a Behavioral Finance Assessment that gives your risk tolerance profile. 

Couple 1:  Ted and Doris Have Very Different CART Profiles

Anyone can have anxiety with these differences.  But now they can change investments – fix the problem.  So their investments fit them better.  Anxiety about what can happen drops.

Couple 2:  Lou and Kim Have the Same Coping Strength And Risk Tolerance (CART) Profiles

Anyone can have anxiety with these huge differences.  But now they can change investments – fix the problem.  So their investments fit them better.  Anxiety about what can happen drops.

How else can knowing CART Profiles help?

  1. It is normal for couples to have disagreements over money and investments. Your CART Profiles show how you can get investments that are a good fit for both of you.
  1. Now you can say, “Our Controller needs and Achievement needs were fighting – not you and I. We compromised. Let’s enjoy each other.”

What else can help me get investments that are a good fit for me?

You can get an EBook for each Coping Strength.