Financial Planning Scorecard
A self-check across estate, investment, risk, and retirement planning, with an optional special needs planning section. Built to help you spot the gaps before a meeting with your fee-only, flat-fee fiduciary advisor. Your answers stay in this browser. We never see them.
Tap Yes or No for each question. If you are unsure, treat it as a No so the gap shows up.
Subtotals, category scores, and your overall total update as you go.
Use the focus-area notes at the end of each category to capture what you want to revisit.
Print or save a PDF to bring into a planning conversation. Revisit annually as your life changes.
Your scorecard at a glance
The total is less important than the pattern. A low score in one area is not a failure. It is a starting point for the next conversation.
What to do next. Look for the category with the lowest score and the focus-area notes you flagged. Bring this printout into a Trailhead Meeting and we will work through the gaps together. The scorecard is a starting map. The plan is built one conversation at a time.