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The Medical Doctor Profit & Financial Security Score™ Tool

Quickly Reveal The Health of Your Personal Financial Security & Your Future Wealth Potential

Contact Information

Name

Employment & Compensation

Let's Identify Your Top 3 Compensation/Contract Opportunity Areas

(Example Categories: Medical Loans and Student Debt Payoff, Academic/Teaching Bonus, RVU Productivity Bonus, Quality Bonus Mechanics, On-Call Pay, Schedule/Shift Differentials, CME/Licensure Allowance Usage, Relocation/Loan-Repayment Clauses, Non-Compete Scope, Termination/Renewal Dates, Deferred Compensation / Executive Bonus Plan, Base Salary Compensation Negotiation.)

Personal Wealth Efficiency

Select your annual savings % (401(k)/403(b)/401(a), 457(b), Roth IRA, IRA, HSA, Taxable Brokerage, Employee Stock Purchase Plan/NQDC, 529, etc.)

I would love to learn more about the following instruments (check all that apply)
Which of the Following Profit Allocation Habits Do You Use? (check all that apply)
Personal Wealth Financial Review — I review my plan:
Proactive Tax Planning / Review
Protection, Legacy planning and Business Continuation Planning (check all that you currently participate in)
I would love to learn more about the following solutions (check all that apply)

Score Calculation

Medical Doctor Specialty Profit & Security Score™: (Automatically calculated upon form submission)
Contract Review Recency (40 pts max)
Current Savings Rate (30 pts max)
Personal Wealth Financial Review (15 pts max)
Proactive Tax Planning / Review (15 pts max)

CRN202809-9516989