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Financial Health Assessment Worksheet

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The Financial Health Assessment document calculates an individual's net worth and other key financial ratios to determine an individual's overall financial health. The financial health results are color coded to provide additional clarification on financial health status. This document requires the following inputs: the individual's assets, liabilities, annual income, and annual expenses. The worksheet will calculate the individual's debt to equity ratio, net worth, cash flow, current ratio, debt ratio, and credit card debt as a percentage of total income.

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