Personal Debt Management

Before you approach a lender, run your own “Financial Health Dashboard”. If two or more of these ratios are in the Red Zone, you are one shock away from trouble.

RatioExcellentHigh Stress
Debt-to-Income (DTI)< 30%> 40%
Credit Utilization< 30%> 70%
Fixed Obligation (FOIR)< 50%> 60%
Emergency Fund6 Months< 1 Month

Watch this video to calculate your own ratios and see if your lifestyle is debt-driven.

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