Financial Health Check
Income & Expenses
- No Stable Income
- Irregular Income
- Stable Income, some fluctuation
- Stable and predictable income
- No elements found. Consider changing the search query.
- List is empty.
- No budget
- Minimal budgeting efforts
- Basic budget in place
- Comprehensive budget aligned with goals
- No elements found. Consider changing the search query.
- List is empty.
Savings and Investments
- None
- Less than 3 months
- 3 - 6 months
- 6+ months
- No elements found. Consider changing the search query.
- List is empty.
- No Investments
- Limited or inconsistent investments
- Moderately diversified and goal-aligned investments
- Well-diversified, actively managed investments
- No elements found. Consider changing the search query.
- List is empty.
Debt Management
- Overwhelming debt
- Debt is somewhat burdensome
- Manageable debt levels
- Debt under control with room to spare
- No elements found. Consider changing the search query.
- List is empty.
- High debt, no repayment plan
- High debt, with repayment plan
- Manageable debt, repayment strategy in progress
- Minimal or no debt, effectively managed.
- No elements found. Consider changing the search query.
- List is empty.
Life Insurance Needs
- No coverage
- Minimal coverage, unsure of adequacy
- Adequate coverage for current needs
- Comprehensive coverage, well-aligned with goals
- No elements found. Consider changing the search query.
- List is empty.
- Not secure
- Somewhat secure
- Moderately secure
- Fully secure
- No elements found. Consider changing the search query.
- List is empty.
- No protection plans
- Basic protection, limited coverage
- Moderately prepared with some protection plans
- Fully protected with comprehensive strategies
- No elements found. Consider changing the search query.
- List is empty.
Retirement & Financial Legacy
- No plans in place
- Basic plans, no clear strategy
- Defined goals, moderate progress
- Clear, actionable goals with steady progress
- No elements found. Consider changing the search query.
- List is empty.
- No plans in place
- Basic awareness, no action
- Some plans, but not comprehensive
- Well-defined plans for wealth transfer and legacy
- No elements found. Consider changing the search query.
- List is empty.
Your Score
Max score is 100%