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

The KPIs of personal finance: How to measure your personal financial successKlipfolio

5 KPIs To Measure Your Financial Health: An Unconventional Look At Personal FinancesAgainst the Herd