Financial Control Scorecard®

Measure and Track Your Financial Plan

We believe you achieve success by regularly engaging with your financial plan. Financial Control Scorecard® empowers you and your advisor to take control of your financial life.

The Scorecard brings clarity to how aligned your current savings and investments are with your spending and goals. The Scorecard answers the question: Where do you stand financially today? And you can access it anytime, anywhere through the GuideCenter.

Financial Control Scorecard tells you your funding status, relative to your goals, providing valuable insight to you and your advisor about whether a course correction is necessary, so that you can work together to adapt your action plan.

After all, you’re unique, so your financial plan should be, too.


Speak with an Advisor about Scorecard.

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