Just to access your financial health

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
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________
______________________________________________________________________.

3. *Your Financial HealthCheck-upreading.

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.