Financial Scoring

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What is a Financial Score?

Your financial Scoring looks at 48 unique metrics and accurately reveals your retirement readiness, tax efficiency, risk diversification and capital deployment efficiency in every area needed to build and protect your net worth. All metrics use your age and proximity to retirement to make scoring determinations. Use your financial Score and its sub scores to improve your financial position.

What Is Your Financial Score?

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Our Financial Score Meter

Income/Debt Subscore

Your score in this domain identifies accessible funds and your efficient deployment of those funds, additionally this score highlights your current income to expense efficiency.

Investments Subscore

Your score in this domain reveals your risk allocation, investment sophistication, diversification profile, the balanced deployment of new capital and use of tax efficient programs.

Insurance Subscore

Your score in this domain reveals efficient use of insurance for tax benefits, living benefits, death benefit in correlation to your objectives.

Real Estate Subscore

Your score in this domain reveals balanced equity position and positive cash flow on any investment properties relative to debt service.

Retirement Planning Subscore

Your score in this domain reveals total asset value relative to age and risk posture proximal to retirement, as well as efficient use of all available tax strategies to insure maximum withdrawal advantage throughout retirement. This score also incorporates use of estate planning tools.

What Our Clients Say

Financial scoring has allowed my agency to ensure a consistent client experience, at scale. Without financial scoring, the client experience falls to the level and experience of the agent. This tool has made our process structured and duplicatable.

Brad Blomquist

Agency Partner

Financial Scoring has become the backbone of how we train and develop our agents at Real Financial. Its clear, standardized process empowers even new agents to ask the right questions, deliver a comprehensive financial roadmap, and build client trust quickly. By combining AI-driven insights with a holistic view of each client’s financial health and retirement readiness, Financial Scoring has given our agents confidence, our clients clarity, and our business a scalable system for growth.

Evan Schlang

After 35 years in financial services, I’ve developed my own way of asking clients the right questions. Financial Scoring has elevated that process—providing sharper recommendations and making the client experience even better. It’s a tool that makes me feel I’m delivering the highest level of professionalism

Scott Zimmerman

The financial scoring program has so far been worth its weight in gold for our newer agents to be able to uncover more and more advanced market planning scenarios. The hardest part for a neophyte agent is knowing exactly where to go, and when to go there in the process of fact finding. Us veterans can easily get there, but the platform offers a nice balance of walking before you run strategizing. I would encourage anyone that is looking to get into advanced markets, to take advantage of financial scoring!