Partner Profile - Money Score

Company:

Location: , ,

Partner Since: January 1970

Stages of Life Served:

About Me/My Business

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Debt

7I'm debt free!
6.55-9%
610-19%
5.520-29%
530-39%
4.540-49%
450-59%
3.560-69%
370-79%
2.580-89%
290-99%
1.5I owe about the same as my annual income
1 I owe more than I make annually

Abundance

750% surplus
6.540% surplus
630% surplus
5.520% surplus
515% surplus
4.510% surplus
45% surplus
3.51% surplus
3break even
2.51% gap
25% gap
1.510% gap
1 20%+ gap

Retirement

7 10% or fully funded
6.5 9% of income
6 8% of income
5.5 7% of income
5 6% of income
4.5 5% of income
4 4% of income
3.5 3% of income
3 2% of income
2.5 1% of income
2 <1% of income
1.5 have account but not contributing
1 none

Mortgage

7 0
6.5 1-10% purchase price
6 11-20% purchase price
5.5 21-30% purchase price
5 31-40% purchase price
4.5 41-50% purchase price
4 51-60% purchase price
3.5 61-70% purchase price
3 71-80% purchase price
2.5 81-85% of purchase price
2 86-90% of purchase price
1.5 91-95% of purchase price
1 96% or more of purchase price

Events

7 fully funded
6.5 10 years out+
6 within 10 years
5.5 within 5 years
5 within 2 years
4.5 within next 18 months
4 within next year
3.5 within next 6 months
3 within next 3 months
2.5 next month
2 this month
1.5 I've got something coming, but I don't know when
1 Haven't thought about it

Savings

7 1 year+
6.5 10 months
6 9 months
5.5 8 months
5 7 months
4.5 6 months
4 5 months
3.5 4 months
3 3 months
2.5 2 months
2 1 month
1.5 less than 1 month
1 None