How clear are you on your financial health?
Most people have plenty of financial information. What’s harder is knowing what it all means together.
The Wealth Score gives you a clear, holistic view across the areas that shape your financial life, so you can see what’s working, what may be missing, and what deserves your attention.
20–24 questions · No account logins · No financial documents · Confidential
No single number tells the whole story.
Income. Net worth. Savings. Your retirement balance.
They’re all useful measures. But each tells you only one part of your financial life.
A strong net worth can exist alongside too little liquidity. A high income doesn’t necessarily mean you’re saving enough. A healthy retirement balance doesn’t tell you whether your family is adequately protected.
Financial health comes from seeing how these pieces work together.
That’s the perspective the Wealth Score is designed to provide.
See your financial life as one picture.
The Wealth Score looks across the areas that shape your financial health: net worth, cash flow, saving and investing, retirement readiness, and protection.
Your responses are evaluated across 13 financial metrics and benchmarked against people in similar financial situations, giving you a more complete view of where you stand.
Not to tell you whether you’re doing everything right or wrong, but to help you see what’s strong, where there may be gaps, and what deserves your attention.
YOUR OVERALL SCORE
A single Wealth Score from 0 to 100, with a letter grade, that tells you at a glance where your financial picture stands.
CATEGORY BREAKDOWN
Five category scores — net worth, cash flow, saving and investing, retirement readiness, and protection, so you can see exactly where you’re strong and what may deserve more attention.
YOUR PERSONALIZED REPORT
A multi-page report delivered straight to your inbox, with context on what each score means, what it signals, and what’s worth a conversation.
Ready to see where your wealth actually stands?
About 10 minutes. No account access. No commitment beyond the assessment itself.
About Four Points Wealth Management
Four Points Wealth Management is an independent wealth management firm based in Greenwood Village, Colorado. We work with high earning professionals and their families to bring clarity and confidence to financial decisions, from cash flow and saving strategy to retirement planning, tax efficiency, and protection.
We built the Wealth Score because financial decisions rarely exist in isolation. After working with families across each of these areas, we’ve seen how difficult it can be to know what deserves attention without first understanding the whole picture.
The Wealth Score is designed to provide that starting point, whether or not we ever speak.
Common Questions
What does the Wealth Score Measure?
The Wealth Score looks across five areas of your financial life: net worth, cash flow, saving and investing, retirement readiness, and protection. Together, they provide a more complete view of your financial health than any one measure can provide on its own.
What will I need to complete the assessment accurately?
A working understanding of your financial situation is all you need, basically a rough idea of what your household earns and spends, approximate account values, and a general sense of your insurance coverage. What you won’t need: exact figures, account statements, tax documents, or anything that requires logging in or pulling up records.
How precise is the score?
The Wealth Score is directional, not precise. Because the assessment uses ranges instead of exact numbers, it’s designed to give you an accurate read on where you stand without requiring you to pull up account statements. A real planning conversation, with full detail, will almost always surface nuance the score itself can’t capture. That’s a feature — the score is a starting point, not a financial plan.
What do you do with my information?
Your responses are used to generate your Wealth Score and personalized report, and to enable a representative of Four Points Wealth Management to follow up regarding your results. We do not sell or rent your information to third parties. You can request the removal of your information from our records at any time.
Will I get sales calls?
No cold calling. After you complete the assessment, you’ll receive your report by email along with an invitation to schedule a complimentary Wealth Score Review if you’d like to talk through your results. If that’s not for you, you’re welcome to keep the report and walk away — no obligation either way.
Who is this for?
The Wealth Score is built for high-achieving and aspiring professionals who are curious about where they actually stand financially. It tends to be most useful for people in their peak earning years who are working hard to grow their wealth, have meaningful assets to evaluate, and want a more honest read on whether everything is actually working together, beyond the gut check.
The score is the easy part. Clarity is what changes things.
You’ll have your Wealth Score in about 10 minutes. But the number itself isn’t the point.
The value is knowing where you’re strong, where there may be gaps, and what deserves your attention next.