Roadmap to Success

Investment Roadmap

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Progress:

Which type of account are you currently invested in or looking to invest in the future?

Employer-Sponsored Retirement Account: 401(k), Roth 401(k), 403(b), etc

Self-Directed Account: Trad IRA, Roth IRA, Individual/Joint Brokerage, etc

How much money do you have to invest?

$0 - $19,999

$20,000 - $49,999

$50,000+

How often are you willing to make trades?

Once per year

Once per month

Once per day

Given the hypothetical best and worst-case 1 year returns of the investment choices below, which would you feel most comfortable with?

8% gain best case; 2% loss worst case

22% gain best case; 13% loss worst case

42% gain best case; 30% loss worst case

You are on a TV game show and can choose one of the following. Which would you take?

$1,000 cash

50% chance to win $5,000

10% chance to win $50,000

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