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.
Household alignment
Whether the people affected by the plan understand and participate in key decisions.
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 is converted to a percentage and grouped into “priority review,” “needs review,” or “strong foundation.” A lower result means the answers revealed more discussion points—not that the advisor caused a specific financial loss.
Results are produced in the browser. The quiz does not require an email and does not transmit individual answers through the site’s lead form.
Editorial and commercial transparency
Advisor Scorecard is an educational project. Its framework draws on established financial-planning concepts and has been reviewed by Nicky Morong, CFP®, CLU®. Some optional links can introduce visitors to Peterkin Financial or to a third-party financial snapshot tool. Those links are clearly optional and do not change 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.