The Instruments
Wealth & Risk Management

Let us help you SCORE your Risk Number, to better protect your cash-flow during Retirement Distribution. 

Capture Your Risk Number®

The first step is to answer a 5-minute questionnaire that covers topics such as portfolio size, top financial goals, and what you're willing to risk for potential gains. Then we'll pinpoint your exact Risk Number to guide our decision-making process. 


Define Your Retirement Goals 

We will also review your progress toward your financial goals by building a Retirement Map. When we are finished, you'll better understand what we can do to increase the probabiltiy of success. 

Align Your Portfolio

After pinpointing your Risk Number, we'll craft a portfolio that aligns with your personal preferences and priorities, allowing you to feel comfortable with your expected outcomes. The resulting proposed portfolio will include projections for the potential gains and losses we should expect over time. 

Want to create Financial Harmony?

Schedule your 15 minute MoneyCapsules® conversation with Jaimie.


End Your War With Money.

Financial language jargon creates dissonance accompanied by a feeling of powerlessness, which leads to financial paralysis. Finally, the language of money is singing a new song. Jaimie Blackman, Co-Founder & President, BH Wealth.


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