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

3 Reasons Why a Roth Conversion is Important for Your Retirement Strategy

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Roth vs Traditional Contributions

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Get Your Tax Refund Working 24/7

Like many taxpayers, you may receive a large tax refund at tax time every year. Unfortunately, that refund is not a gift...
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