Welcome to Dinergy’s risk assessment tool. By clicking the continue button, you’ll answer a few questions to learn how you feel about financial risk. As a security measure, you’ll leave our website and create an account with Nitrogen, our analytics partner. Your personal information such as phone numbers and email addresses will be kept strictly confidential.

GET STARTED
RISK PREFERENCE
WITH
CASH FLOW
FINANCIAL PLANNING
FINANCIAL GOALS

family playing on the beach

Growth…done together

Call us at 513-878-0195 to schedule a free review of your current financial plan and portfolio.

Call us at 513.878.0195 to schedule a free review of your current financial plan and portfolio.

FINANCIAL PLANNING IS ABOUT LISTENING

Dinergy’s Process

icon sybolizing arrow hitting target

We Clarify—your financial goals

We translate your hopes and dreams for the future into clearly defined financial goals.

What do you want to see in your financial future–a new home, college funding for your children or grandchildren, travel, possibly starting a new business or relocating, and how do you want to be spending that time?

With all of this on the table, we guide you to a clear, understandable set of financial goals we can all work to achieve.

icon sybolizing analysis

We Analyze—cash flows

We analyze your current assets, employer plans, and debts to get a complete picture of your financial health.

We’ll look at your assets, including your existing investments, and your tax-deferred portfolio (401k, 403b, employer option grants and defined contribution plans). We’ll also look at your liabilities, including your mortgage and student loan obligations.

Our secure web-based Client Information Portal makes it easy to organize and confidently share everything necessary for a thorough analysis.

icon sybolizing discovery process

We Discover—your risk preference

We discover the amount of financial risk you’re comfortable with in your life.

We all know that market investments involve some degree of risk. We believe that it’s important for your peace of mind to have the risk conversation as part of the planning process before we get started so you know that you’re still “on plan” through normal market fluctuations.

Our Nitrogen assessment tool is a quick way to learn your risk preference in today’s volatile market.

Give it a no-obligation try.

icon symbolizing division of assets

We Design—portfolio proposals

We design a portfolio proposal blending everything we’ve learned about you with our assessment of the current market environment.

Our portfolio recommendation starts with your goals and how you think about financial risk.