Financial Health Check
Just as you would visit a doctor for your medical check-up, when was the last time you had a financial check-up?
1. I have a Will to distribute my assets to my loved ones according to my wishes.
2. I have life insurance coverage of at least 10 times my annual income.
3. If I were to lose my job now, I have enough savings to provide for at least 6 months of my monthly expenses.
4. I have started building my retirement fund of at least 10 times my annual income.
5. I have critical illness insurance coverage of at least 2 times my annual income.
6. My health insurance plan will take care of my medical & hospital bills without any out-of-pocket expenses from me.
7. I have a trusted financial professional who looks after my financial well-being.
8. I have started to plan for my children’s university education funding.
9. My house will be fully paid for in the event of my death or permanent disability.
10. If I were to sell my house now, I would have more than enough money to pay off the outstanding mortgage.
How many smiling faces do you have?













