Personal Financial Index® ( PFITM )

               

Step 1: Your Net-Worth

Lifestyle Assets

This may include anticipated inheritance (near term), your portion of properties shared with others, etc.

Savings and Investments

For couples savings and investments need to be combined.
This includes savings in checking, savings, CD, and money market accounts.
These accounts include 401(k), 403(b), and different types of IRA accounts.
This may include brokerage accounts for after tax retirement savings, college savings, savings for major purchases, investment component of insurance policies, etc.

My Liabilities

This may include anticipated inheritance (near term), your portion of properties shared with others, etc.

Key Figures & Actions
Flower Tooltip
Net Worth: 
Total Assets:
Total Liabilities: