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Investing Comfort Questionnaire

Your investing comfort, in context.

A short psychological snapshot to make the next conversation more useful. You will see a preliminary 0–100 response score; Brent will review the fuller context with you before any investment strategy is discussed.

Before you begin

Email is required so Via Luce can provide and discuss the assessment. Marketing permission is separate and optional.

Name

Email required

Required: Via Luce may use my contact details and questionnaire responses to provide and discuss this assessment. Optional: I would like occasional educational emails. This is not required to complete the questionnaire.

Psychological responses

How investment uncertainty feels to you

Items 1–8 contribute equally to the provisional score. Items 9–12 provide context only.

01When potential gains come with a real chance of loss, which tradeoff feels most acceptable?

Preserve value even if growth is limitedLean toward preservationBalance preservation and growthAccept more loss possibility for more growth potentialAccept substantial loss possibility for substantially more growth potential

02How much temporary decline could you emotionally tolerate before you would feel that the investment was wrong for you?

04Avoiding investment losses matters more to me than pursuing higher long-term growth.

05If a meaningful decline lasted longer than expected, how emotionally comfortable would you be remaining invested?

06How comfortable are you making an investment when the range of possible outcomes is wide but clearly explained?

07During the largest market decline you personally experienced, how comfortable were you with the investment risk itself?

Not comfortable; the risk felt unacceptableMostly uncomfortableMixed or uncertainMostly comfortableComfortable with the risk despite the declineI have not experienced a comparable decline

08Which outcome would trouble you more over a long period?

Any meaningful loss, even with lower growthLoss somewhat more than missed growthBoth about equallyMissed growth somewhat more than lossGiving up substantial growth to avoid temporary losses

09How confident are you that you understand the risks in your current investments?

Not confidentSlightly confidentModerately confidentVery confident

10When might you need meaningful withdrawals from these assets?

Within 3 years3 to 7 years8 to 12 yearsMore than 12 years or none expected

11How much of a major unexpected expense could you cover without selling these investments?

Very little or noneSome, but not mostMostAll, with a separate reserve

12How dependent is essential spending on withdrawals from these investments?

Highly dependent nowPartly dependent nowLikely dependent within several yearsNot expected to fund essential spending

0 of 12 answered