Personal Finance Scorecard Checklist
A free download
How do your finances measure up?
What's a personal finance scorecard?
Similar to a health checkup, the Personal Finance Scorecard takes stock in your financial health and points out areas that might need improving.
This scorecard was created by the American Institute of Certified Public Accountant’s (AICPA) Personal Financial Planning Division. It’s designed give you a realistic picture of your finances — and help you figure out anything you may be overlooking.
The goal is simple: To make sure you are currently reaching your financial goals — and continue to reach them in the future.
How does it work?
It’s as easy as 1, 2, 3 … No, really. Just read the questions carefully and give a “yes” or “no” answer. Each “yes” is worth one point. Add up the points for each category to see where you stand — and identify areas for improvement. Then work with your CPA to figure out next steps.
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