Login
We Lead Financial Planning Innovation!
Personal Details
Net Worth
Cash Management:
Total Annual Income:
Total Annual Expenses:
Annual Savings:
Retirement
Education
Purchase
Protection
Final Score
Property Related Expenses
0
Living Expenses:
0
Other Expenses:
0
Personal Financial Index® ( PFI
TM
)
Back
Next
Step 2: Your Cash-Management
Income
Use 'Input Field View' if you
prefer typing.
Slider View
Input Field View
Salary and bonus (pre-tax)
Monthly
Annual
Rental income
Monthly
Annual
Part time job (pre-tax)
Weekly
Monthly
Annual
Any other income (desc.)
Total annual value from these sources
Ongoing Expenses (Estimates)
Property Related Expenses:
Home mortgage payment
Monthly
Annual
Property taxes
(annual)
Loan payment on cars & other major items
Monthly
Annual
Other expenses
(Home maint. )
Monthly
Annual
Do you always make timely payments on debt?
Yes
Most Times
Sometimes
No
d
Living Expenses:
Life Exp.
(food, clothes, util...)
Monthly
Annual
Health insurance payment
Monthly
Annual
Travel & entertainment
Monthly
Annual
Other Expenses:
Estimated fed. & state taxes
(annual)
Any other monthly payments
Monthly value
Pie Chart for Annual Expenses
d = default values
Back
Next