Elements Assessment Guides

The below guides to help you understand how each Element is calculated, why it's important, how to use it, how to determine score accuracy, how to assess your client's score, and how to guide them to  improve it.

Related to

• scorecard
• assessment

• Liquid Term (Lt) Assessment Guide.pdf200 KB
• Burn Rate (Br) Assessment Guide.pdf300 KB
• Total Term (Tt) Assessment Guide.pdf200 KB
• Tax Rate (Tr) Assessment Guide.pdf200 KB
• Business Term (Bt) Assessment Guide.pdf200 KB
• Qualified Term (Qt) Assessment Guide.pdf200 KB
• Real Estate Term (Rt) Assessment Guide.pdf200 KB
• Savings Rate (Sr) Assessment Guide.pdf400 KB
• Debt Rate (Dr) Assessment Guide.pdf200 KB
• Elements Quick Reference Guide.pdf1 MB
• Insurance Rate Assessment Guide.pdf200 KB
• Equity Rate Assessment Guide.pdf200 KB