KNOW WHERE YOU STAND

Are you on track to retire?

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.

See If You're On Track →
Freeunder 2 minutes
35,000+families scored
105+ Yearscombined experience
AI-supportedscoring technology
HOW IT WORKS

Everybody has a financial score.
What's yours?

01
Take the Self-Score

Find out how ready you are to retire in under 2 minutes.

02
Get Your Report

See exactly where your money's working, and where it's falling behind.

03
Meet Your Certified Scoring Analyst

Turn your results into a real plan for closing the gaps.

THE SCORING SYSTEM

Clear insight into every part of your financial life.

Your score is built from a weighted formula across five categories, not just a single number.

01
$
Cash Flow

Income stability, spending patterns, and monthly cash flow health.

02
%
Tax Efficiency

How much of your retirement savings taxes are quietly taking.

03
Net Worth

Asset growth, liquidity mix, and net worth trajectory over time.

04
Insurance

Whether your coverage fits your life, and builds any real value.

05
Retirement

Whether your current pace gets you there, or falls short.

WORK WITH A PROFESSIONAL

Benefits of working with a
certified
Scoring Analyst

Certified Scoring Analyst

Get real answers you can use instead of a guess.
Your Certified Scoring Analyst takes it from there, working for you.

  • See exactly where the gaps are across cash flow, taxes, insurance, net worth, and retirement
  • Get a clear picture of what to prioritize first
  • You and your advisor work from the same information, not two different conversations
  • Talk it through with a certified Scoring Analyst who helps you plan for what's next
  • No pressure, just clarity on where you stand and what to do next
Why We Built This
Why We Built This

A word from our founder

"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."

James Catledge — Founder, Financial Scoring
James Catledge, Founder of Financial Scoring
GET STARTED

Know where you stand

Get Your Financial Score →

Free, under 2 minutes.

QUESTIONS

Frequently asked questions.

What is financial scoring?

A free, 2-minute self-assessment across cash flow, taxes, insurance, net worth, and retirement. Read more about how it works.

Is financial scoring legitimate?

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.

How is my score calculated?

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.

Is my information secure?

Yes. Your answers are encrypted, and only accessible to your certified Scoring Analyst to help build your plan with you.

Does this cost anything?

No, it's completely free, including the follow-up with a Scoring Analyst.