Financial Stability Score

A strong financial plan starts with understanding your foundation. This Financial Stability Score (FIST®) Calculator evaluates key elements of your financial life to provide a practical snapshot of your overall stability. The insights you receive can help inform future planning, highlight potential risks, and support long-term financial confidence.

Calculate Your FIST® Today

The FIST® Score Calculator gives you a quick snapshot of how stable your financial life really is. In just a few minutes, you’ll see how your retirement savings, emergency funds, insurance coverage, and debt all work together to impact your financial confidence and the future you’re building for your family.

What your results will show:

  • Your personal FIST® Score and what it means

  • Areas where your financial stability is strong

  • Opportunities to strengthen your financial foundation

  • Simple insights to help you move toward greater long-term security

Complimentary Financial Planning Guides

Our downloadable guides centered around financial planning provide extra value to you in the form of booklets, checklists and more. Request your complimentary copies.

Financial Planning Insights

Why Borrowing from Your 401(k) is Not Always the Best Plan

Where can you turn if you need cash in an emergency? Some people turn to their 401(k) plans. After all, you’re borrowing...
Read Now

Should I Pay Off My Mortgage?

Being unsure whether to pay off your mortgage or not is a good problem to have. It means you have significant savings...
Read Now
A mother and father sitting on porch with their son smiling

How to Talk About Money as a Family (Without It Feeling Awkward)

Talking to your children about money starts with honest, age-appropriate conversations. By discussing saving, spending, budgeting, giving, and financial goals in everyday...
Read Now
Contact Us