Most people have never actually run the numbers. Your Financial Score shows you exactly where you stand today, in ways you can understand.Free, under 2 minutes.
Find out how ready you are to retire in under 2 minutes.
See exactly where your money's working, and where it's falling behind.
Turn your results into a real plan for closing the gaps.
Your score is built from a weighted formula across five categories, not just a single number.
Income stability, spending patterns, and monthly cash flow health.
How much of your retirement savings taxes are quietly taking.
Asset growth, liquidity mix, and net worth trajectory over time.
Whether your coverage fits your life, and builds any real value.
Whether your current pace gets you there, or falls short.
Get real answers you can use instead of a guess.
Your Scoring Analyst takes it from there, working for you.
"For 35 years I worked directly with clients and their money. The ones who did best were always the ones who understood what was happening, working as a team with their advisor instead of feeling in the dark. That's what the score does. It puts you and your advisor on the same page."
Free, under 2 minutes.
A free, 2-minute self-assessment across cash flow, taxes, insurance, net worth, and retirement. Read more about how it works.
Yes, built and reviewed by licensed financial professionals. It's an educational service, not a sales pitch, designed to help you get your retirement on track.
A weighted formula across five categories most people have never actually looked at together. The Simple Score Tool is a quick assessment with 10 questions, while the Certified Financial Score goes deeper with 48 weighted metrics across the same five categories, explaining your finances in depth.
Yes. Your answers are encrypted in transit and at rest on our systems, and we share information with service providers, including for analytics and advertising measurement, as described in the Privacy Notice. Your answers are shared with the agency or professional network you connect with through the tool, and your record may be sold to a licensed financial professional who takes on your request. See our Privacy Notice for exactly how information is shared and the choices you have.
No, it's completely free, including the follow-up with a Scoring Analyst.