TOOLS – FINANCIAL HEALTH CHECK

Wealth Diagnostic — your personal financial CT-scan

Take a fresh look at your assets, cash flow, and current debt so you can see what is steady, what is creating pressure, and where to adjust first.

Reading lens

A resilient financial structure is usually built on several layers: assets, cash flow, a safety buffer, and thoughtful allocation.

When these pieces are viewed together, you can see your real financial picture more clearly — not just the asset total, but how the whole system is functioning.

Financial Health Check

Select the range closest to your situation. Exact numbers not required.

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Missing data may reduce accuracy.

Assets

Asset groups are organized by financial role: liquidity, growth, income, and long-term assets.

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000.000
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000.000
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000.000
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Optional

000.000
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Liabilities

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000.000
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000.000
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Monthly Income

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Monthly Expenses

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Investment

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Assumptions

Optional · Default: 10%

%

Optional · Default: 4%

%

Governance

Do you have life or health insurance?Optional
Do you track your finances regularly?Optional

Personal Context

These 2 fields only adjust the narrative lens and do not affect the math.

Optional

Optional

Advisory Mode

Choose to reorder recommendation priorities. Your input data stays unchanged.

At minimum, enter at least one income source (C1–C3) and essential expenses (D1).