Six dimensions of an advisory relationship
Business context
Whether planning considers the business, household, and investment picture together.
Tax coordination
Whether tax returns, account types, asset location, and outside professionals inform planning.
Decision support
Whether major decisions are modeled and discussed before action is taken.
Fee clarity
Whether the client can translate the fee into dollars and name the services received.
Life alignment
Whether planning reflects the people, responsibilities, and priorities the client wants included.
Behavioral coaching
Whether the advisor adds perspective when emotions or short-term pressure could distort a long-term decision.
How scoring works
Each answer receives 0, 1, or 3 points. The total becomes a percentage and a D, C+, B, or A result. Lower grades identify larger planning gaps; higher grades show a more connected advisory process.
Results are produced in the browser. The quiz requires no sign-up and does not transmit individual answers through a lead-capture flow.
Editorial and commercial transparency
Advisor Scorecard is an educational project built for business owners evaluating advisor fit. Its framework draws on established financial-planning concepts. Nicky Morong, CFP®, CLU® is the CFP® professional behind the Elements snapshot and One-Time Financial Audit paths. Choosing either path does not affect a visitor's score.
Content is general education, not individualized financial, tax, investment, or legal advice. Verify credentials, services, conflicts, compensation, and disciplinary history independently before hiring or replacing a professional.
Put the method to work
Take the Financial Advisor Scorecard, use the Advisor Review Checklist, prepare with questions to ask a financial advisor, and compare cost with service in Is My Financial Advisor Worth It?
