Case Study: Financial Journey Partners achieves personalized, risk-aligned portfolios and greater client confidence with HiddenLevers

Financial Journey Partners Uses HiddenLevers to Help Clients Reach New Heights

Financial Journey Partners, a hybrid RIA with Mutual Advisors, needed a risk solution that made sense for clients and allowed advisors to communicate risk in simple, actionable terms. Familiar with larger vendors, founder Elaine Manley chose HiddenLevers for its client‑facing risk tools—most notably the HiddenLevers risk tolerance survey and forward‑looking risk technology.

By integrating HiddenLevers, Financial Journey Partners uses the risk tolerance survey, a 160+ outcome scenario library, and live stress testing to design personalized portfolios, let clients experiment with different risk scores, and recalibrate allocations during volatile periods (for example, Q4 market swings). HiddenLevers enabled the firm to match portfolios to client risk boundaries, identify opportunities as conditions change, and give clients greater confidence and clarity about “what‑if” scenarios.

Financial Journey Partners

Elaine Manley

Founder and Financial Advisor