ABOUT US
CALCULATORS
CREDIT
VIDEOS
CONTACT US
ABOUT US
CALCULATORS
CREDIT
VIDEOS
CONTACT US
KPI
Home
>
KPI
*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
E-mail this page
x
Please Enter Your Information
