Personal Financial Index® ( PFI )A complete financial health checkup!
Check your proficiency in managing your personal finances. Personal Financial Index® (PFI) is a comprehensive financial benchmark for individuals and families. In a few easy screens, it takes a 3600 view of your finances and allows you to measure and monitor your financial health via your personalized PFI score (similar to a credit score). We recommend using PFI in two ways: as a tool to see the impact of a major decision on your finances and for periodic reviews to make sure you are on track with your finances. Typically, a person can complete this in about 15 minutes. However, you need not complete it in one go as your information is automatically saved for future use.
YOUR PRIVACY IS OUR TOP PRIORITY.