No matter what your needs are, planning for the future is important. Our Holden Moss CPA financial planners can help you build a realistic picture of your finances, your goals, and what you might be overlooking. Get a head start by filling out your own personal finance scorecard.

How to use the scorecard:

Review each question carefully. If you answer “yes” give yourself one point. If you answer “no” or are in doubt, give yourself a 0 so that you can identify areas for improvement. At the end of each category, work with your Holden Moss CPA financial planner to determine what steps to take next to help improve your score.

Consider reviewing the scorecard with us on an annual basis to see progress and new areas that may need revisiting based on changes in your life. We recommend setting up an appointment with us to review any questions you may have and to keep you on track.

The AICPA’s Personal Financial Planning (PFP) Division created this scorecard. Your Holden Moss CPA is dedicated to helping you reach your financial goals, as well as to their own continuing education and excellence.

CPAs who are AICPA PFP Section members, like Holden Moss, have access to a library of tools and resources, such as this scorecard, that helps us better communicate with and serve important clients like you.

Download your Personal Finance Scorecard below.

All information included in this article was sourced directly from AICPA.org.