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Wealth Ecosystem RESILIENCE Assessment

Wealth Resilience Assessment Dashboard

Wealth Resilience Assessment Dashboard

Measure your financial stability and adaptability across key areas. Score each category from 1 (low) to 5 (high).

1. Emergency Fund

✔ Adequate savings for 3-6 months of expenses

2. Debt Management

✔ Low debt-to-income ratio and good credit habits

3. Income Diversification

✔ Multiple income sources or passive income streams

4. Investment Strategy

✔ Balanced portfolio with long-term focus

5. Insurance Coverage

✔ Health, life, property, and income protection

6. Financial Literacy

✔ Understanding of budgeting, investing, and taxes

7. Long-term Planning

✔ Retirement, education, and legacy planning in place

Your Wealth Resilience Score: 0 / 35

Interpretation: 0-14 = Low | 15-24 = Moderate | 25-35 = High Resilience

Next Steps

Use this assessment to strengthen your financial foundations and enhance long-term wealth resilience.

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