Financial Stability Score Tool

How Financially Stable Are You?

More than ever, people are concerned about their financial well-being. Understanding where you are now financially is the first step to reaching your future goals. We can help you get started with our free financial stability score tool (FIST).

FIST will create a realistic picture of your current situation based on input into five specific categories (age/income, emergency savings, debt, investment/retirement savings and life insurance). A snapshot is then created showing you categories where either improvement is needed or financially stability is achieved. And, while this tool is self-paced, we are always available to assist, if needed.

Get started now!