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How Strong Is Your Financial Strategy—Really?
Get your Financial Integrity Score - see where hidden risks and inefficiencies may exist across tax, protection, investments, and estate.
The Financial Integrity Score is to your financial life what a credit score is to your credit.
Personalized based on your responses.
2 minutes to complete.
No documents required
Instant results.
100% private and secure.
This is where money leaks—often $10,000–$50,000 per year—adding up to $500K+ over time.
Why This Assessment Matters.
The issue isn’t a lack of Advice. It’s Hidden Misalignment.
Most high-income families have:
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a wealth advisor
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a CPA
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insurance policies
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an estate plan
But no one is responsible for how these decisions interact.
1. Tax Inefficiency
Income, investments, and distributions are not structured optimally.
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$15,000–$75,000 per year
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$500K–$1.5M+ over time
3. Protection Gaps or Overlaps
Insurance is outdated, mis-sized, or disconnected from current income/assets.
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$10,000–$40,000/year in inefficiency or risk exposure. Or, catastrophic downside if under-protected
2. Misaligned Investment Strategy
Portfolio looks fine, but doesn’t match tax strategy, liquidity needs, or real goals.
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0.5%–2% annual drag
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$300K–$1M+ over time on a $2M portfolio
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4. Liquidity & Structural Inefficiency
Capital is locked, fragmented, or poorly structured across entities/accounts.
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$50K–$250K+ lost during a single event (bad timing, forced liquidation, missed opportunity)
These issues rarely show up in isolation, but together, they can quietly cost hundreds of thousands, or even millions, over time.
Get your Financial Integrity Score to see where these gaps may exist in your own setup.
What Your Financial Integrity Score Evaluates.
Tax Efficiency
Are you minimizing avoidable tax drag?
Protection & Risk
Is your income and wealth properly protected?
Investment Alignment
Are your investments aligned with your goals?
Structural Design
Does your estate and ownership structure match your assets?
Liquidity & Flexibility
Can you access capital when needed?
It just doesn't evaluate each area; it evaluates how they work together.
How Your Financial Integrity Score™ Works.
Step 1: Answer 6 Questions
Simple questions about your financial setup. Takes less than 2 minutes.
Step 2: Get Your Score
A number between 300–850 that reflects the integrity of your financial system
Step 3: See What’s Driving It
Identify gaps, inefficiencies, and potential risks across key areas.
Step 4: See Exactly What to Fix
Get a focused second opinion to quantify and reduce the impact of the gaps.
Most clients start with a quick snapshot to understand what’s actually costing them—before making any major decisions.
Privacy Assurance
Your information is secure and used only to deliver your results.No spam. No pressure. No unwanted phone calls.
Start Your Financial Integrity Score.
Step: Personalization
Before we begin, let’s personalize your experience.
We’ll use your details only to deliver your Preserve Score™ and next-step recommendations. No spam. No sales pressure.
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Your Results.
These results are designed to identify areas worth deeper review.
Score:
Your Financial Integrity Score: 642
Status: Vulnerable
Score Summary:
Your structure has gaps that may lead to inefficiencies or risk exposure
These issues are often not visible in isolated advice
Score Breakdown:
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Tax Efficiency → 58
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Protection & Risk
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Investment Alignment
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Structural Design → 65
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Liquidity & Cash Flow
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Decision Alignment
Score Insights:
Potential tax inefficiency detected
Fragmentation across decisions
Liquidity constraints under stress
Scope For Improvement:
Your score could improve by +72 points if you make specific changes.
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Tax Efficiency: +22
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Structural Design: +18
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Alignment: +15
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Liquidity: +13
What Drives Your Score.
Your Financial Integrity Score is powered by the 7-Pillar Palatino Blueprint Framework - a system designed to evaluate how decisions across your financial life interact.
