Personal Financial Index® ( PFITM )

Personal Details Tooltip

Age
Plan to save for college education? Yes      No d
Do you own a home? Yes      No d
Do you own additional properties? Yes      No d
Do you own a business Tooltip Yes      No d
Plan to save for any major purchases? Yes      No d
Approx. annual household income d
Approx. value of investments d

d = default values