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Financial Check
This is a quick self-assessment to help you understand where you currently stand financially.
It’s for educational purposes only and not financial advice.
What is your email?
*
What is your name?
*
Do you currently have an emergency fund (money set aside for unexpected expenses)?
*
Do you currently have an emergency fund (money set aside for unexpected expenses)?
A
No
B
Less than 3 months
C
3–6 months
D
6 months +
If your income stopped tomorrow, how long could you cover your expenses?
*
If your income stopped tomorrow, how long could you cover your expenses?
A
Less than 1 month
B
1–3 months
C
3–6 months
D
6+ months
Do you have life insurance or income protection?
*
Do you have life insurance or income protection?
A
No
B
Work only
C
Personal coverage
D
Both
E
Not sure
Do you currently have any debt?
*
Do you currently have any debt?
A
No debt
B
Some manageable debt
C
Moderate debt
D
High or overwhelming debt
Are you consistently setting aside money for your future (retirement, long-term freedom, etc.)?
*
Are you consistently setting aside money for your future (retirement, long-term freedom, etc.)?
A
No
B
Inconsistently
C
Consistently
If something happened to you, would your family be financially impacted (e.g., bills, debt, lifestyle)?
*
If something happened to you, would your family be financially impacted (e.g., bills, debt, lifestyle)?
A
Yes, significantly
B
Maybe
C
No
Do you have a clear plan for how you will eventually replace your income?
*
Do you have a clear plan for how you will eventually replace your income?
A
Not at all
B
Somewhat
C
Yes
If you continue your current habits, how do you feel about your financial future in 20–30 years?
*
If you continue your current habits, how do you feel about your financial future in 20–30 years?
A
Concerned
B
Unsure
C
Confident
Have you ever calculated how much money you need to retire comfortably?
*
Have you ever calculated how much money you need to retire comfortably?
A
No
B
Rough idea
C
Yes
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