The AICPA Personal Finance Scorecard is a practical, client-friendly tool designed to help individuals gain a clear and realistic picture of their financial health. Developed by the AICPA’s Personal Financial Planning (PFP) Section, the scorecard supports CPAs in guiding meaningful conversations with clients about their financial goals, gaps, and opportunities.
How it works:
Clients review a series of questions across key financial planning areas—such as estate planning, investment strategy, risk management, and retirement readiness. For each question, they assign themselves