Financial Priorities Scorecard

ESTABLISHED PROFESSIONAL SCORECARD

Discover Your Priorities

Not sure where to begin? Our Financial Priorities Scorecard makes it simple. It organizes both well-known and often-overlooked areas of financial planning into a quick, online tool that helps you gain greater financial clarity.

If you complete this quick scorecard and submit, we will commit to a complementary personalized overview via zoom to share insights and strategies for how to handle your top priorities

ORGANIZE

Question	Low Priority → High Priority
Getting all my financial documents in one place and easy to retrieve.	1	2	3	4	5
Organizing my financial world to make more effective decisions.	1	2	3	4	5
Making sure my family knows where everything is and have thoughtful instructions ready should anything happen to me.	1	2	3	4	5
Establish crisp financial priorities and a clear financial plan to implement them.	1	2	3	4	5
Distinguish optimal ways to allocate income across multiple financial shorter-term and longer-term objectives.	1	2	3	4	5

SECURE

Question	Low Priority → High Priority
Protect my income in the event of a disability.	1	2	3	4	5
Cover eventual long-term care expenses to avoid being a burden on my family.	1	2	3	4	5
Protect my family with appropriate amounts/types of life insurance.	1	2	3	4	5
Make sure I have up to date estate planning (wills, health directives, powers of attorney, and trusts).	1	2	3	4	5
Establish an emergency fund for unexpected events that also can earns interest.	1	2	3	4	5

GROW

Question	Low Priority → High Priority
Examine my investment portfolios for financial balance and higher risk-adjusted returns.	1	2	3	4	5
Save and invest for longer-term financial goals (house, kid's education, legacy, etc.).	1	2	3	4	5
Make sure I am balancing my savings, investments and debt management to be on track for retirement.	1	2	3	4	5
Determine how much is needed to retire and project how long it will take to get there.	1	2	3	4	5
Learn how to position my assets for more tax efficient retirement income.	1	2	3	4	5

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