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Account
PFI™
Personal Details
Net Worth
Cash Management
Retirement
Education
Major Purchases
Dependent Protection
Financial Health/PFI Score
Investment Risk Capacity
Retirement Asset Allocation
Personal Financial Index® ( PFI
TM
)
Personal Details
The calculation of your comprehensive PFI
TM
score requires this information. This information is also used to customize the subsequent steps for you.
Age
Marital status
Single
Married
Plan to save for college education?
Yes
No
Do you own a home?
Yes
No
Do you own additional properties?
Yes
No
Do you own a business?
Consider a rental property to be a business.
Yes
No
Plan to save for any major purchases?
Yes
No
Approx. annual household income
Under $75,000
Between $75,000 and $150,000
Between $150,000 and $500,000
$500,000 and over
Approx. value of investments
$250,000 and under
Between $250,000 and $1,000,000
Between $1,000,000 and $2,000,000
$2,000,000 and over
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Purpose of this information?
This information is used to personalize the experience for you. For example, if you don't have any major purchases planned, it won't ask you to provide any information related to major purchases.
