DIY Investment Health Checkup
SECTION 1: Financial Health Checkup
How do you currently manage your financial assets?
I manage them myself
I work with a Financial Advisor
Do you have a written financial plan that you follow?
Yes, it's current and updated
I have one, but it’s outdated
No, I don’t have one
Is your portfolio diversified across asset classes?
Stocks, Bonds, Real Estate, Cash, Alternatives
Mutual Funds and ETFs
Mainly focused in one area
Not sure
Are you confident in your asset allocation?
Yes, it aligns with my risk tolerance
Somewhat, but I worry about volatility
Not sure
Do you understand the fees associated with your investments?
Yes, I’m aware of all costs
I have some idea, but not fully
No, I’m not sure what I’m paying
SECTION 2: Risk Exposure Map
How do you feel about current market volatility?
Confident my portfolio can withstand it
Slightly worried but monitoring
Very concerned, I don’t feel prepared
Do you have risk management strategies in place?
No, I haven’t considered it
1
2
3
4
5
6
7
8
9
Yes, I actively manage risk
10
1 is No, I haven’t considered it, 10 is Yes, I actively manage risk
If the market dropped 20%, how would you react?
Hold steady
Reevaluate
Sell quickly
Buy the dip
SECTION 3: ESG Alignment
Are you currently investing in ESG-focused assets?
Yes, it’s a priority
Somewhat
No
Not sure
Would you like to increase your exposure to sustainable investments?
Yes
Maybe
No
Which areas of impact matter most to you?
Clean Energy & Sustainability
Gender Equality & Diversity
Ethical Governance & Transparency
Environmental Preservation
All of the above
🔍 SECTION 4: Optimization & Next Steps
Do you have a tax strategy for your investments?
Yes
Somewhat
No
Would you like to explore tax-reduction strategies?
Yes, absolutely
Maybe
No
Have you reviewed your portfolio in the last 12 months?
Yes
Looked, but didn’t change
No, it’s been a while
Please share your email address
*
example@example.com
Name
*
First Name
Last Name
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