Everyone deserves to feel confident and clear on how their finances are working. We designed the Financial Scorecard to help you gain clarity on where your financial health stands in four critical areas and the confidence in possible next steps to achieve the future you dream of.
Take Assessment
1.
I have an estate plan, including a will or trust, healthcare power of attorney, durable power of attorney, and a living will.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
2.
If I died today, I know how my financial assets and belongings would be distributed.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
3.
My estate plan is reviewed with my advisor annually and proactively updated as needed.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
4.
My estate plan was created with my taxes, insurance, and investment strategy in mind.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1.
Prior to filing my taxes, I know what to expect regarding a refund or what I might owe.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
2.
I’m confident that I’m taking advantage of the right tax reduction strategies available to me every year.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
3.
Immediate and long-term tax efficiency is a factor in how I choose to save and invest my money.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
4.
I understand how my investments and retirement accounts impact my taxes every year.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1.
I have a defined investment strategy across all of my investment accounts that will allow me to achieve my long-term goals.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
2.
My investments are tax-optimized through strategies like tax loss harvesting, asset location, and periodic rebalancing.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
3.
I have investment accounts in the three main tax buckets of pre-tax (401k / IRA), tax-free (Roth IRA / HSA), and taxable (brokerage) accounts.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
4.
When the market is volatile, I remain steady in my investment strategy.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
1.
My short-term and long-term goals are clearly defined and my progress towards them is evaluated regularly.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
2.
I have a clear understanding of my income, expenses, and how to allocate extra cash flow.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
3.
I have developed a thoughtful charitable giving strategy that maximizes the dollars that go to my charities and optimizes my personal tax benefit.
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
4.
I have the appropriate insurance to protect my loved ones in the event of my death or disability.
