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MRI Core Report · moneyandriskinventory.comSAMPLE DEMO · Fictional clients
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MRI Core Report

EM
Elena Marsh
Sep 29, 2026
71MRI Comfort
with Risk™ Score
💬Advisor
Conversation Guide
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👆 Tap MRI Live to start a meeting with Elena. Her report comes with you.
Comfort with Risk™ Score71
Risk Capacity58 · Moderate
2Priority Items
3Discuss Soon
20Lowest Priority
6Know Your Client
Action StageReady
Tap any tile above to see the details from Elena's report.
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COMFORT WITH RISK™ SCORE
71
MRI Comfort with Risk™ Score
Growth Portfolio
Growth assets in the range of 66% to 80%
  • Your client would be most comfortable investing in a growth portfolio.
  • Growth portfolios hold mostly growth assets, with a smaller share of fixed income and cash to reduce volatility.
  • Willingness, ability, and composure are mostly in alignment. Financial Stress and Significant Financial Loss are worth discussing before any changes.
  • It appears that your client responded to the MRI in a consistent manner.
ADVISOR CONVERSATION GUIDE · ELENA MARSH

Conversation starters based on Elena's Priority and Discuss Soon items. These are prompts for discussion, not recommendations.

Financial Stress Priority

"When the market is in the news, what goes through your mind? What would help you feel steadier?"

Significant Financial Loss Priority

"Think back to a year when your account went down. What was that like, and what did you do?"

Financial FOMO Discuss Soon

"Do you ever compare your investments with friends or family? How does that affect how you feel about your plan?"

Financial Engagement Discuss Soon

"How often do you look at your statements? Is there an easier way for you to stay informed?"

Financial Confidence Discuss Soon

"Which parts of your plan feel clear to you, and which would you like to understand better?"

✓ Meeting summary saved to Elena's record
Live transcript · David Ruiz (advisor) with Elena Marsh
Meeting summary

Elena Marsh

Today · 14 min · with David Ruiz · 7 of 7 profile items addressed · Prepared by MRI Live

Where MRI Live helped

  • Priority
    Financial Stress. When Elena asked about getting more conservative, MRI Live showed her Comfort with Risk hadn't changed. David explored what was driving the worry before discussing any changes.
  • Priority
    Significant Financial Loss. MRI Live noted that a past loss may shape how she feels about risk. David acknowledged 2022 and reminded her that she stayed the course.
  • Discuss Soon
    Financial FOMO. Her sister's AI fund came up, and MRI Live flagged it as a comparison moment. David brought the conversation back to Elena's own goals.
  • Discuss Soon
    Financial Engagement. When Elena said she avoids her statements, David offered a one-page quarterly summary by email, her preferred channel.
  • Discuss Soon
    Financial Confidence. Elena said she doesn't always trust herself to read it right. David committed to plain-language summaries with a simple chart, matching her visual learning style.
  • Know Your Client
    Contact Frequency — Market Turmoil. Elena asked to hear from David more during volatility. He committed to reaching out first when markets drop sharply.
  • Lowest Priority
    Self-Efficacy. Elena mentioned she keeps saving every month. David recognized it as a strength.

Possible next steps

  • Email Elena a one-page quarterly summary with a simple chart.
  • Reach out first when markets drop sharply.
  • Revisit Financial FOMO at the next review if the AI fund comes up again.

MRI Live surfaces behavioral and psychological context only. It does not generate investment recommendations, product suggestions, or advice of any kind — those decisions remain entirely with the advisor.