KPI CALCULATOR

PATHWAY$ > CALCULATORS > KPI CALCULATOR

DTI (Debt-To-Income Ratio)
Financial Assessment (Take A Current Assessment)
Debt Reduction (The Pathway$ Debt Reduction Plan)

BOOK AN APPOINTMENT

KPI
CALCULATOR

*Each category is worth 5 points unless stated otherwise

KPI Grade:

Insurance KPI Score:

Health Insurance Home Owners/Renters Car Insurance Dental Insurance Life Insurance Disability Insurance

Estate Planning KPI Score:

Living Will [10 Points] Living Trust [10 Points]

Credit KPI Score:

700 plus FICO score (Get all 3 scores, FICO is the middle score) Credit Card Reserves ($10,000 credit card locked away) Monitored Credit for all 3 Bureaus Debt-to-Income ratio of 36% or less

Investments KPI Score:

Funded: 401K/403b/SEP/Roth/IRA/Insurance Index Policy Funded: College Plan for kids/grandkids Home Ownership [10 Points] Real Estate Rental Investment Property or Other Land

Personal Reserves KPI Score:

0 Months of Expenses in an Emergency Fund (0 points) 1 Months of Expenses in an Emergency Fund (4 points) 3 Months of Expenses in an Emergency Fund (7 points) 6 Months of Expenses in an Emergency Fund (9 points) 9 Months of Expenses in an Emergency Fund (12 points) 12 Months of Expenses in an Emergency Fund (25 points)

*KPI Grades: 100-120=A+, 90-99=A, 80-89=B, 70-79=C, 60-69=D, 50-59=F

What is a KPI?
A KPI is a measurement or a list of items that indicate the health of your finances and the health of your overall household estate. Our generations should be blessed and prosper.
Your KPI Total

Please Enter Your Information

Ready To Discover Your Pathway To Financial Freedom?

Book an Appointment Now

You can't control the return on your investment, but you can control how much you save. -Derrick Raines (@choicenaires)

About Us

3563 Philips Highway, Building C Jacksonville FL 32207
(904) 977-5057
info@pathwaysflp.com

Subscribe to Receive Updates

Please leave this field empty

First name

Last name

Email Address *

Check your inbox or spam folder to confirm your subscription.