Ultimate Financial Readiness Checklist

Ultimate Financial Readiness Checklist

Check What You Already Have • Discover What You Still Need

Why This Checklist Matters

Many people work hard for income but forget to build complete financial protection. Use this checklist to review your current status in savings, investments, insurance, estate planning, and retirement.

Your Readiness Score
0%
Start checking items below.

1. Savings & Cash

Emergency Fund
Savings Account
Time Deposit
Cash Reserve
Cooperative Savings

2. Investments

Stocks
Mutual Funds
UITF
Pag-IBIG MP2
Real Estate Investment
Business Capital
Crypto Assets

3. Insurance Protection

Life Insurance
Term Insurance
Whole Life
VUL Plan
HMO / Medical Card
Critical Illness
Accident Insurance
Vehicle Insurance
Fire / Home Insurance
Memorial Plan

4. Family Security

Last Will
Estate Plan
Updated Beneficiaries
Guardianship Plan
Emergency Contacts

5. Retirement Planning

SSS Contributions
Pag-IBIG
Retirement Fund
Passive Income Source
Healthcare Budget

6. Important Documents

Government IDs
Land Titles
Insurance Policies
Bank Account List
Password Record
Business Papers

Need Help Completing Your Checklist?

If you want guidance on protection, insurance, memorial planning, savings, or wealth readiness — message me today.

Message Me
Gerard Jude Orbase
Financial Consultant
Serving Clients Nationwide

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