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. Show details