Do you want to have a better idea of your own financial health? Do you know the areas in which you need help or could spend some time working on? Do you want to be more prepared before you talk to an accountant? Here’s your first step.

We’ve put together a Personal Financial Scorecard for you to help evaluate how you’re doing. Answer each question on the scorecard with a yes or no and then count the number of no’s you get for each section.

There are no right or wrong answers for this scorecard and there is no perfect score. No matter whether you answer yes for every question or no, we still want you to give us a call after you finish this evaluation and we can talk you through what your next steps are.

Click the button below to download your scorecard.

IF ALL THESE ARE CONFUSING TO YOU, AND YOU LIKE TO TALK TO A FINANCIAL ADVISOR, CHECK OUT OUR THOUGHTS ON SELECTING A TRUSTED ADVISOR.

ARE YOU LOOKING TO PAY LESS TAXES, LEGALLY, LEGITIMATELY, AND MORALLY?  SIGN UP HERE FOR OUR SERIES OF WELL-RESEARCHED AND DEFENSIBLE STRATEGIES GROUNDED IN IRS CODE.