AICPA Personal Finance Scorecard

No matter what your needs are, planning is important, and your CPA financial planner can help. It’s good to have a realistic picture of your finances, your goals and what you might be overlooking. This scorecard can be used as a starting point for conversations with prospects and clients to identify areas where they may need help. Consider reviewing the scorecard on an annual basis with existing clients to see progress being made and new areas that may need revisiting