The Pocket Financial Planner lets you compare yourself to a series of financial planning benchmarks to identify the strengths and weaknesses of your financial plan. Comparing yourself to these benchmarks will show you what parts of your financial plan are in good working order and what parts need to be overhauled.
Use "The Pocket Financial Planner" to see how close you come to meeting our proven benchmarks for:
- Housing debt
- Consumer debt
- Total debt
- Cash reserve
- Savings rate
- Portfolio size
- Life insurance
