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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
Bi-Weekly Assessment Class
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?