Personal Financial Check-Up

Planned for you by Ching Ser Lynn

Your journey to financial freedom starts here

🔒 PERSONAL & CONFIDENTIAL
Please complete all sections as fully as possible
1

Personal Information

2

Family

3

My Feelings, Concerns & Goals

Rate your level of concern for each topic
1. Providing educational funds for children
2. Retirement planning
3. Long term care (nursing home & medical bills)
4. Spouse involvement in financial planning
5. Saving a fixed percentage of income
6. Review of property insurance
7. Insurance on spouse and children
8. Income protection when sick or unable to work
9a. In event of death: paying off mortgage & debts
9b. In event of death: family continues current lifestyle
10. Getting help with overall planning
4

Overall Planning Checklist

Answer Yes, No, or Don't Know for each statement
1. I have a current and valid will
2. I have appointed a guardian for my children (if applicable)
3. I keep my important papers / digital documents in a safe space
4. My family knows the location of important papers / digital documents
5. The executor of my estate is familiar with my estate plan
6. I do a good job managing my income/expense flow
7. I am in good health and have had no difficulty purchasing insurance
8. My spouse participates in planning our financial affairs
5

Future Planning

In the near future, I expect to: (check all that apply)
Occupational
Personal
Financial
6

I Am Interested In Discussing

Check all topics you'd like to discuss
7

Financial Snapshot

💡 Coverage Analysis

Based on your figures above, Ching Ser Lynn will calculate your recommended life cover, coverage gap, emergency fund needs, and income replacement fund as part of your personalised financial analysis.

8

Additional Information

Your information is kept strictly confidential.