Personal

Initial Thoughts

Interesting KPIs

  1. Credit score

  2. Savings rate

  3. Net worth

  4. Relative Wealth Index (RWI)

    RWI = Net Worth / Consumable Assets

  5. Asset Appreciation Index (AAI)

    AAI = Expected value of assets in 12 months / actual value of assets now

  6. Living Within Means Index (LWI)

    LWI = Total After-Tax Income / Non-Discretionary Expenses

  7. Income Independence Index (III)

    III = Passive Annual Income / Total Annual Income

  8. Life Happiness Index (LHI)

    LHI = # of daily hours doing what you want / # of non-required-sleep hours per day

  9. Financial Health Index (FHI)

    FHI = RWI x AAI x LWI x III x LHI

Resources

LogoThe KPIs of personal finance: How to measure your personal financial successKlipfolio
Logo5 KPIs To Measure Your Financial Health: An Unconventional Look At Personal FinancesAgainst the Herd

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