About You
How old are you?
How much money are you bringing back home each month?
How much money are you spending on expenses each month?
Insurance and Protection
Do you have anyone that is depending on you for a living?
E.g. non-working spouse, parent, children.
How much death coverage do you have currently?
In other words, if you passed away now, how much money the insurance company is giving to your loved one.
Savings
How much money are you saving each month?
How much money do you have in your bank account?
Investment
How much money are you investing each month?
How much money is in your investment?
Done with your profile? Click Financial Plan below