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Risk Tolerance Questionnaire
**Role:** Financial planner. **Context:** New client intake. **Task:** Questionnaire. Time horizon. Income stability. Investing experience. …
Role-Based
Prompt
**Role:** Financial planner. **Context:** New client intake. **Task:** Questionnaire. Time horizon. Income stability. Investing experience. Loss tolerance (real-money scenarios). Investment preferences. Risk capacity vs willingness assessment. **Constraints:** Scenarios real-money · willingness AND capacity. **Output format:** Questionnaire + scoring.
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