Financial Health Check-up
Name *
Email *
Phone No. *
Do you feel financial planning is important? *
How do you do your financial planning? *
How will you describe your knowledge about personal finances? *
Have you set your financial goals? *
How often do you review your savings and investements to achieve your financial goals? *
How much time do you spend for financial education/literacy? *
I use a budget to manage my finance *
I pay my essentail bills on time (rent, loans, utilities..) *
Do you plan ahead for large expenses such as taxes and insurance *
What percentage of your income you save every month? *
Do you diversify your invesments? *
Diversifying your investments means to distribute your income into different investment options and not just in a single investment plan. Putting all your money into a single investment plan ( such as only Mutual funds or only FD) would not facilitate a healthy financial growth.
In which of the following have you invested your money? *
Are your liabilities or expenses more than your income? *
Do you have concrete plan to overcome your debts? *
How much money have you set aside as an emergency fund? *
How important is insurance for you? *
Do you have Health, Term, and Accidental Insurance Plan *
Whats the status of your retirement planning? *
Do you generate income from passive sources? *
How would you rate your present financial status?
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Do you want the result right now? *
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