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Personal Financial Index (PFI)

To better serve you, we request that you complete our Personal Financial Index (PFI) prior to your first appointment. The PFI is similar to the questionnaire that you complete when you visit a new doctor; estimates are okay, and it only takes about 15 minutes to complete. Your PFI is part of our diagnostic process and will provide your WealthCare Advisor Team with a holistic view of your financial situation. Your PFI can be updated any time, and once at our office, you can update it on one of our WealthCare iPads.

To get started on your PFI, just click on the following button:       

For additional information about your PFI score, please watch the short video below.