Financial Health Check

First Name

Last Name

Phone *

Email *

Income & Expenses

How consistent is your income?

Do you have a budgeting system in place?

Savings and Investments

How many months of expenses does your emergency fund cover?

Are your investments diversified and aligned with your goals?

Debt Management

Is your debt manageable compared to your income?

What is your current debt situation?

Life Insurance Needs

Do you have sufficient life insurance coverage?

This does not include group life insurance from employer.

Would your family be financially secure without your income?

How prepared are you for financial risks?

e.g. Illness, disability

Retirement & Financial Legacy

Do you have any financial plans for retirement?

e.g. RRSP, UL, etc.

Do you have any plans to create a financial legacy?

Your Score

Score

Max score is 100%

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