The Big 6 Questions

1. How much do you earn each month?
A. Active Income:	PHP ______________
This means your salary from your job/s
B. Passive Income:	PHP ______________
his means your profits from your investments and assets
2. How much do you spend each month?
	PHP ______________
3. What assets do you have and how much are they worth?
A. Assets That Give Passive Income
1. cash in hand, cash in the bank, etc.	PHP ______________
2. bonds, mutual funds, stocks, etc.	PHP ______________
3. insurance, pension plans, educational plans, etc.	PHP ______________
4. rental houses and real estate for investment	PHP ______________
5. businesses	PHP ______________
6. others	PHP ______________
B. Assets That Don't Give Passive Income
1. house	PHP ______________
2. car (unless business)	PHP ______________
3. jewellery (unless business	PHP ______________
4. others	PHP ______________
Total Assets:	PHP ______________
4. How much debt do you have?
A. Bad Debts For Things That Don't Give Passive Income
1. loans to individuals, family, friends	PHP ______________
salary loans, cooperative, etc.	PHP ______________
3. credit cards, pawnshops	PHP ______________
4. bank loans, SSS/GSIS loans	PHP ______________
5. car loan	PHP ______________
6. loan sharks (high interest)	PHP ______________
others	PHP ______________
B. Good Debt Without Passive Income
1. housing loans	PHP ______________
2. others	PHP ______________
C. Good Debt For Things That Give Passive Income
1. business loans	PHP ______________
2. real estate (for business) loans	PHP ______________
D. Good Debt Turned Bad: Business Loans From Loan Sharks
1. business loans from loan sharks	PHP ______________
Total Debt:	PHP ______________
NET WORTH:	PHP ______________
5. What are your financial goals?
A. What jobs or core business do you like to have?	______________
When do you want this to happen?	______________
B. If you have debts, when will be your freedom day?	______________
C. How much do you want to earn each month?	______________
When do you want this to happen?	______________
D. How much net worth do you want to have?	______________
When do you want this to happen?	______________
E. What specific "things" do you want to buy, acquire, enjoy, and give away?
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6. What are your skills - for your first cash-generating business?
Core Skills
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