New Clients

Welcome to Scarlet Oak Financial Services!
We are so excited to meet and work with you.

Before your upcoming meeting, please complete the following:

1) Get your risk number:

Please keep the following general guidelines in mind when going through the risk tolerance survey and how your score will alter your risk level.

      • 0-20 score – Conservative or Very Low Risk – Primary goal is to preserve capital, even if it means missing out on potential returns.
      • 21-40 score – Moderate Conservative– Low Risk- Primary Goal is to preserve principal but is willing to accept a small degree of risk for gains.
      • 41-60 score – Moderate or Medium Risk– Primary goal is to reduce risks and enhance returns equally.
      • 61-80 score – Growth or High Risk – Primary goal is long-term returns. Willing to accept significant risk.
      • 81-100 score – Aggressive or Very High Risk– Primary goal is maximizing returns: which may include extensive volatility and significant losses.

We are happy to set up a time to go through this process together if you are unsure where you should score or have questions. If you need help, skip this step and contact Melinda at melinda@scarletoakfs.com or call 800-871-1219.

2) Please fill out the following form:

3) Please review these to documents, as we will be discussing these items on them in more detail:

Need to come to the office?

Please call us if you have any questions
and see you soon!