This document is a financial health check-up form that collects information about an individual's net worth, debt-to-income ratio, cash flow, wealth ratio, liabilities, assets, risk management through diversification, financial goals, obligations, and retirement plan. The form includes sections to provide details on net worth, debt-to-income ratio, cash inflows and outflows, wealth ratio, liabilities, assets, diversification of real estate and financial markets investments, education, medical, dependent, housing, vehicle, and other financial goals, as well as space for notes on a retirement plan.