HOUSE IN ORDER (HIO) is a comprehensive professional financial analysis that addresses your financial state based on six critical key financial elements and creates personalized recommendations. Here is a quick test to see if your house is in order.
Fill out the form and as you do, you will see how much your house is in order. When you are done making changes, press submit and you will be contacted to receive your FREE No-obligation Financial Analysis.
Is Your House in Order?
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1. Months of Cash Reserves
=
Cash Reserves = Total Liquid Assets/Monthly Income
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2. Major Acquisitions - Amount available for Major Purchase =
$
Total liquid assets - new obligations desired - cash reserves recommended.
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3. Estate Planning in Place
A will or trust should be in place and updated regularly.
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4. Adequate Insurance
Home, Auto, Life, and Others such as Assisted Living or Disability.
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5. Retirement Funds -
Years to retire: ,
Total available: $ ,
Total recommended: $
Adequate retirement savings is crucial. Let us work with you on your options.
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6. Financial Tools in Place
You should be using a tool that comprehensively tracks all financial info.
