OVERALL BOSS SCORE™

79

Solid foundation with meaningful opportunities for improvement.

TOP PRIORITY

Legacy Planning

Estimated Improvement: +9 points

Score Breakdown

  • Tax: 88
  • Retirement: 79
  • Medicare: 91
  • Protection: 74
  • Legacy: 63
  • Business: 84
  • Financial Brain: 72

AI Coach Recommendation

Today's best move is to improve Legacy Planning.

Expected impact: +9 points

Strategic Roadmap

  1. Upload missing financial documents
  2. Review Medicare architecture
  3. Review retirement architecture
  4. Complete legacy planning review