Your advisory commentary includes a risk assessment — a rating of how much risk your advisor sees this period, shown as a level with a bar. This guide explains the levels.
💡 Tip — Who can use this Relevant to all clients with published advisory commentary.
Quick reference
| Level | Meaning |
|---|---|
| Low | Few concerns; steady course |
| Medium | Some watch items |
| High | Significant risks to address |
| Critical | Urgent risks requiring immediate action |
The four levels
Your advisor rates the period's overall risk as Low, Medium, High, or Critical, shown as a labeled bar on the Advisory Commentary page. The rating reflects their read of your flags, metrics, and the broader context — it's their judgment, not a formula.
📝 Note — Risk reflects the period, not a permanent verdict A "High" or "Critical" rating is about this period's situation, not a permanent label on your business. Address the flagged items and the rating typically improves next period.
💡 Tip — Pair the rating with the priority recommendation The risk assessment tells you how concerned to be; the Priority Recommendation in the same commentary tells you what to do about it. Read them together for the clearest action.