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Financial Health Check-up Form
*Read readme before filling*
NetWorth Statement
Debtto Income Ratio
Your Debtto Income Ratiois ________________________________
Cash FlowAnalysis
Inflow Amount Outflow Amount
Active
Passive
WealthRatio
Your wealthRatiois _____________________________________.
Liabilities Amount Assets Amount
Risk Management
Diversification
Real Estate ________________________________
Financial Markets ________________________________
BusinessEntrepreneurship ________________________________
Financial Goals/Obligations
1. Children Education
2. Medical Obligations
3. Dependents
4. House
5. Second home
6. Annual vacation and tour.
7. Car.
Others
1. _______________________________________________________________.
2. _______________________________________________________________.
3. _______________________________________________________________.
RetirementPlan
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
______________________________________________________________________.
*Your Financial HealthCheck-upreading.
Readme
1. Networthstatementisa recordkeepingsystemforcompany/individualassetsand
liabilities.
2. Assetsare income producinginvestments.
3. Liabilitiesmeanscapital owedoranyfixedcapital expenditure.
4. Debtto income ratiois the proportional relationshipbetweenyouincome anddebt.
5. Wealthratiois proportional relationshipbetweenyourpassive incomeandexpenses.

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Health checkup form

  • 1. Financial Health Check-up Form *Read readme before filling* NetWorth Statement Debtto Income Ratio Your Debtto Income Ratiois ________________________________ Cash FlowAnalysis Inflow Amount Outflow Amount Active Passive WealthRatio Your wealthRatiois _____________________________________. Liabilities Amount Assets Amount
  • 2. Risk Management Diversification Real Estate ________________________________ Financial Markets ________________________________ BusinessEntrepreneurship ________________________________ Financial Goals/Obligations 1. Children Education 2. Medical Obligations 3. Dependents 4. House 5. Second home 6. Annual vacation and tour. 7. Car. Others 1. _______________________________________________________________. 2. _______________________________________________________________. 3. _______________________________________________________________. RetirementPlan __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ __________________________________________________________________________________ ______________________________________________________________________.
  • 4. Readme 1. Networthstatementisa recordkeepingsystemforcompany/individualassetsand liabilities. 2. Assetsare income producinginvestments. 3. Liabilitiesmeanscapital owedoranyfixedcapital expenditure. 4. Debtto income ratiois the proportional relationshipbetweenyouincome anddebt. 5. Wealthratiois proportional relationshipbetweenyourpassive incomeandexpenses.