Personal Finance Scorecard

How do you score on personal finance preparedness?

It’s good practice to periodically step back and take a practical look at your financial situation, your goals, and even consider what you might have overlooked.

Use our scorecard to assess your situation and help determine what areas need more of your attention:

  • Estate planning?
  • Investment planning?
  • Risk management?
  • Retirement and cash flow planning?
Click here & Get Your Personal Finance Score

Copper Leaf Financial adapted the Personal Finance Scorecard from the AICPA. The AICPA’s Personal Financial Planning (PFP) Division created this scorecard. Your 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 have access to a library of tools and resources, such as this scorecard, that help them better communicate with and serve their important clients like you.