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Financial Health Checkup Form

Evaluate your financial health with ease. Discover your strengths and areas for improvement across savings, debt, and investments in just a few steps

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1.

Do you have life insurance worth at least 20 times your annual income?

2.

Do you know how long you can manage your monthly expenses if you have a long-term illness or disability?

3.

Is your current health insurance coverage at least twice your annual income, and does it cover major illnesses?

4.

Do you have good hospitalization and surgery coverage, which does not allow you to incur any expenses after admission?

5.

Have you made adequate provision for your children's higher education and future?

6.

Do you plan to fund at least 20 times your gross annual income?

7.

Will all your debts and other liabilities be fully paid in case of your death or permanent disability?

8.

If you lose your job/income today, do you have enough savings for at least 6 months of monthly expenses?

9.

If you sold your home today, would you save enough money to pay off your outstanding debt?

10.

Do you have the right trusted financial expert who cares about your financial health?

Please answer all the questions before submitting

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