Family Financial Checklist
40 tick-boxes across emergency fund, life and health cover, loans, goals, investments, nominees and Will, and documents. Ends with a score-yourself page.
Open the PDFFree guides
Money worksheets for your family
Pen uthaiye, 15 minute dijiye.
Three printable PDFs we use with families in Lucknow. Fill them in with your own numbers and see exactly where you stand. Free, no sign-up.
Health Policy Fine-Print Checker
The 12 clauses that decide how much of a hospital bill gets paid, with a fill-in table to check your own policy before renewal.
Open the PDF
Term Cover Calculator
How much life cover does your family need? A quick rule of thumb and a needs-based worksheet, with a worked illustrative example.
Open the PDFWant someone to check your answers?
Wealth Tank is an independent financial consulting firm in Hazratganj, Lucknow. We advise; we never sell. Bring your filled worksheet to a first meeting and we'll go through it with you.
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