Financial Health Check-up Form*Read readme before filling*

Net Worth Statement

Liabilities Amount Assets Amount

Debt to Income Ratio

Your Debt to Income Ratio is ________________________________

Cash Flow Analysis

Inflow Amount Outflow AmountActive

Passive

Wealth Ratio

Your wealth Ratio is _____________________________________.

Risk Management

Diversification

Real Estate ________________________________

Financial Markets ________________________________

Business Entrepreneurship ________________________________

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. _______________________________________________________________.

Retirement Plan

______________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________________.

*Your Financial Health Check-up reading.

Readme

1. Net worth statement is a record keeping system for company/individual assets and liabilities.

2. Assets are income producing investments.3. Liabilities means capital owed or any fixed capital expenditure.4. Debt to income ratio is the proportional relationship between you income and debt.5. Wealth ratio is proportional relationship between your passive income and expenses.