The Elements Scorecard is a comprehensive tool designed to help financial advisors assess key aspects of their clients’ financial health. By breaking down finances into three rows—Assets, Cashflow, and Risk—advisors can quickly understand how long clients can live off their assets, where their income is going, and how much risk they are taking.

With simple, clear calculations and actionable insights, the Scorecard streamlines client conversations and helps advisors focus on the most important areas of their clients’ financial lives.