Have you ever looked at your investment statements and immediately felt stressed? Maybe your portfolio has dipped in value more than you’re comfortable with or everyone around you seems to be growing his or her money while you stay stagnant.

If this is the case, you and your portfolio need a financial checkup. Just like your fitness plan, your investment plan should be tailored to you and your unique lifestyle. This means selecting a strategy that not only helps achieve your goals, but also fits your tolerance for risk and volatility. There’s no need to dread opening your next statement when you and your investments are in sync.