Fiscal HealthScore

Woman in kitchen with laptop

Have you ever wondered if you are on track financially? How do you know if you are making progress with your finances? What do you measure to determine if you are on track?

What is a Fiscal HealthScore™?

A Fiscal HealthScore is a number, much like a credit score, that summarizes your financial health based on a snapshot of your financial profile at a particular point in time. The score is based solely on information provided by the person requesting it, so the accuracy of the score is completely dependent on the integrity of the data being provided.

I created the Fiscal HealthScore to give people a way to evaluate their progress on the path to financial success because, until now, there’s never been a quantifiable way to know if one is on track to achieving their financial goals and objectives.

Your score will range from 0 to 100 and is just like the grading scale that is used in school. A score from 90 to 100 is an A, from 80 to 89 is a B, from 70 to 79 is a C, from 60 to 69 is a D, and a score below 60 indicates much work is needed to put you on the path to financial success. To be clear, you don’t really have a score sitting out there with your name on it. Your score is actually generated the moment your information is entered into the scoring module. For this reason your score can and will change anytime your financial profile changes.

Your financial profile contains many pieces of information that reveal many aspects of your financial activities. The ability to quickly, fairly, and consistently consider all of this information, including the relationship between different types of information, is what makes a Fiscal HealthScore so powerful and why it should be monitored on an ongoing basis.

We believe the Fiscal HealthScore is a critical component of any financial strategy. If you would like to know your Fiscal HealthScore please fill out completely The Fiscal Facilitator™ form. We provide two ways for you to supply us with that information.

  • The first is through a web form, which you can access by clicking here, and will be transmitted to us once you click the submit button.
  • The second is a downloadable PDF that you can print and fill out by clicking here. Once the form is complete you can scan and e-mail the form to or you can fax it to us at (858)526-3031.