Personal Financial Index® ( PFI^TM )

Step 1: Your Net-Worth

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Market value of primary home
Market value of additional properties
Total market value of business and other assets
Market value of cars & other major items
Market value of personal valuables
Description of any other assets

Cash savings
Current value of retirement accounts
Value of all brokerage accounts

Mortgage balance on primary home
Loan balance on additional properties
Business loan balance
Loan balance on cars & other major items
Credit card debt & loan balance on appliances, etc.
Description of any other loan(s)

d = default values