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Elements Help Center
Assess
Assess
Everything you need to know about assessing a scorecard
Introducing to Clients
Keyboard Shortcuts for Full Screen Scorecard
Making Your Assessment
What To Do After You Make An Assessment
Resources To Help You Make An Assessment
Understanding the Scorecard
How Do I Use Target Scores?
Elements Assessment Guides
Training: Deep Dive on Understanding the Scorecard
Financial Assessment Recordings
Assessing FAQs
Are FICA taxes incorporated into Tax rate?
Why are other liability insurance policies (like home and auto) NOT included with Insurance Rate (Ir)?
Why is my Burn Rate (Br) negative or low?
How is Insurance Rate calculated?
How do personal debt payments factor into Burn Rate calculation?
How are 529 plans categorized in Elements?