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2038 Vermont Drive, Suite 107a, Fort Collins, CO 80525

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Risk Management

Protect What You’ve Built and Plan for What’s Next

At Goodwin Petrilli Financial, we believe effective risk management is the foundation of a strong financial plan. As fiduciary advisors*, our responsibility is to protect your best interests — ensuring every investment decision aligns with your comfort level, goals, and long-term strategy.

Risk management isn’t just about avoiding losses; it’s about understanding your tolerance for risk and designing a portfolio that supports your financial confidence through every market cycle.

*Registered reps are only legally obligated to act as a fiduciary in advisory relationships. Registered reps are not legally obligated to act as a fiduciary in brokerage only relationships.

Our Approach to Managing Risk

Our Approach to Managing Risk

1. Understanding Your Risk Personality
Every investor has a unique comfort level with market volatility. We begin with a simple, technology-driven Risk Assessment Questionnaire that helps us understand how you think and feel about risk.

2. Aligning Your Portfolio with Your Personality
Using your results, we evaluate your current investments to see if they match your personal comfort zone. If your portfolio is taking more (or less) risk than you’re comfortable with, we’ll design a strategy that aligns your tolerance, goals, and time horizon.

3. Balancing Growth and Preservation
Our goal is to keep you invested with confidence. We design diversified portfolios that balance long-term growth with downside preservation, helping you stay disciplined through all market conditions.

4. Continuous Monitoring and Communication
Risk isn’t static — it changes as markets shift and your life evolves. We continuously monitor your accounts and review your plan regularly to ensure your strategy remains in line with your comfort level and objectives.

Our Tools and Technology<br/>

Our Tools and Technology

We use industry-leading technology to bring clarity to your risk exposure and decision-making:

Nitrogen Risk Assessment: Quantifies your comfort level with real numbers and scenarios.

LPL ClientWorks: Monitors portfolio allocation and performance in real time.

eMoney Planning Software: Integrates your investment strategy with your broader financial plan to visualize outcomes under different risk scenarios.