Financial planning

Risk management

Assess and manage financial risks

Updated Jul 31, 2026

Want a clear picture of money risks — record risk items, response plans, and track them month by month.

What Boe helps with here

  • Assess risks around income, expenses, debt, investing, and more
  • Record response plans and subtasks
  • Calculate risk score and level for you

How to use

  1. Choose the month you want to assess
  2. Add risk items with likelihood and impact
  3. Enter response methods and owners
  4. Add subtasks to make it actionable
  5. Save and track each month