Financial Health Score (Part 1)

Jan 13, 2022 1:29:20 PM / by InvestorKeep




Your financial health score is based on your current financial position. InvestorKeep examines your assets, liabilities, and total net worth to determine your overall financial health. Your financial health score helps aid discussions with your financial professional regarding the health of your financial situation and how to develop a plan to get your finances where you want them to be.


Cash Assets (Approximately 5%-20% of your assets) Cash assets are liquid, meaning they are either actual cash or can be converted into cash within 12 months with little impact on their current value. These are VERY safe investments unlikely to lose value.


  • Cash
  • Checking accounts
  • Money market accounts
  • Savings accounts
  • Certificates of deposit (less than 12-month term)


Why does it matter? Cash assets are not ideal for short or long-term goals. They serve to maintain your lifestyle in the present. Cash assets provide security and protect against short-term risks. Additionally, understanding the changes in your cash asset amounts will help determine your monthly spending habits. 






Written by InvestorKeep

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