Fiscal Fitness Health Check
The first step in getting financially healthy is to do a quick "Fiscal Health Check" which objectively measures and provides useful information to understand the current financial habits and stress points.
We can then decide on how to reach your long-term goals and improve your "Fiscal Health Check" score by undertaking a series of small and regular actionable steps that build financial stability over time.
Use the 8 question quiz below to get started on your journey to get Fiscally Fit !!
Your Date of Birth
Your phone number
How has your savings been over the last 12 months or so ?
A lot of savings - Spending was much less than income
Some savings - Spending was a little less than income
No savings - Spending was about equal to income
No savings with little borrowing - Spending was a little more than income
No savings with lots of borrowing - Spending was much more than income
Your ability to pay regular fixed expenses such as EMI, Rents etc
Pay all my bills on time
Pay nearly all of my bills on time
Pay most of my bills on time
Pay some of my bills on time
Pay very few of my bills on time
Have you created a safety net or an emergency fund that could support you without borrowing or dipping into long term savings?
12 months or more fund
6 month fund
1-2 month fund
A few weeks at best
No safety net
How confident are you that you will be able to meet longer-term goals of life and have dedicated savings for the same?
Not at all confident
Are you able to channel your savings into the right investment avenues following a proper plan?
Yes, I follow a proper systematic saving and investing framework
Yes, I convert all my savings into investments but I don’t have an investing framework
Yes, I tend to invest as and when there are savings
No, I end up leaving all my savings in the bank
No, I feel the savings I have are not worth investing
Do you think you are covered with adequate insurance and how confident are you that those policies will provide enough support in case of an emergency?
Very confident have adequate life and health cover (both my own and employer funded)
Moderately confident as enough cover from my employers
Somewhat confident and have both
Nervous as I don’t have enough of insurance coverage
Not at all confident and have no insurance
To what extent do you agree or disagree with the statement: “I plan ahead financially” ?
Neither agree nor disagree
How well informed and active are other family members in regards to money matters ?
Fully, we take all financial decisions together
Regularly and especially on major items
Occasionally involved and consulted
On an ad-hoc basis
Never involved or consulted
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