Answer a few questions and get your Financial Report Card: clear grades across retirement, savings, insurance, debt and estate planning, integrated with the Well-Being Index invented by the Mayo Clinic.
No documents, no account linking, and no sales pressure, because financial help that feels like a pitch stops working the moment it starts. Free, and at your pace.
Free · A few minutes · No sales calls required
Start as light or as deep as you want. Every path is free, and every path ends with you knowing exactly where you stand.
A quick set of questions — no documents needed — and you get your Financial Report Card: an overall score and grades across the areas that matter.
Go deeper with the complete assessment and get a personalized financial plan — clear action items and the full picture of your financial life.
Head straight into the product. Create a free account to save your progress, revisit your plan anytime, and track your grades as they improve.
Every path is 100% free · No sales pressure · No sales calls required
For physicians and healthcare professionals, financial stress rarely comes from lack of income. It comes from lack of clarity.
Sound familiar? You've done everything "right."
It's not you — it's the system you've been given.
Takes just a few minutes. No products. No pressure.
Despite years of training and strong income, most physicians and healthcare professionals lack the tools to truly understand their financial position.
You have no single number that tells you where you actually stand financially.
Without context, you can't tell if you're ahead, behind, or right on track.
Major choices are being made without the full financial picture.
No meetings to book, nothing to buy, no sales calls. Answer the survey once and you leave with a score, a plan, and a way to track your progress.
Answer a short set of questions about your financial life — start with the quick survey or go straight to the full assessment. No statements or documents needed.
See your overall financial health score, grades across the areas that matter, and your key strengths and gaps — benchmarked so you know what "good" looks like.
Get a personalized plan with clear next steps, work through the action items at your own pace, and track your progress as your grades improve over time.
In just a few minutes, you'll get a clearer picture of where you stand, what may need attention, and what to do next — so you can reduce uncertainty and move forward with more confidence.
Everything starts with clarity. This is your first step. No guesswork. No sales pressure.
Get Your Free Financial Report Card
Every detail exists to serve your clarity — nothing else.
We don't sell investments, insurance, or financial products ourselves.
You never pay us. When there's a real need and a good fit, we may introduce you to well-vetted providers and financial advisors — some of whom compensate us.
Designed specifically for your world and your challenges.
Because Financial Health Impacts Everything. Through integration with the Well-Being Index invented by the Mayo Clinic, Direct Wealth Care connects your financial health with your overall well-being — helping physicians and healthcare professionals reduce burnout, stress, and uncertainty.
Dentists are small-business owners on top of being clinicians, and most of us get zero financial feedback until something breaks. A report card changes that and gives focus to what you want to work on next.
Direct Wealth Care is led by physicians, a dentist, and healthcare executives who know the financial realities of medicine firsthand — and partnered with the Well-Being Index, invented by the Mayo Clinic.
Direct Wealth Care gives physicians and healthcare professionals financial clarity. A free survey grades your whole financial life, your personalized Financial Report Card shows exactly where you stand, and a plan lays out what to do next, integrated with the Well-Being Index invented by the Mayo Clinic.
Yes. Your report card and plan are always free. Direct Wealth Care doesn't sell investments or insurance itself, never sells your information, and when there is a real need and a good fit it may introduce you to well-vetted providers and financial advisors, some of whom compensate Direct Wealth Care.
No. Your report card and plan stand on their own, and there are no sales calls required to get either one. If you ever want to talk to someone, Direct Wealth Care can introduce you to a well-vetted advisor, with no cost and no obligation, and you are never required to take it.
Direct Wealth Care is integrated with the Well-Being Index, invented by the Mayo Clinic, connecting your financial health with your overall well-being, so the financial piece of burnout and stress gets addressed alongside the rest.
Physicians, dentists, and other healthcare professionals. The survey, the report card, and the plan are built around the financial realities of medicine, not a generic personal-finance audience.
Healthcare professionals deserve financial clarity — without sales pressure or guesswork. Take the survey, get your report card, and start raising your grades.
Takes minutes · 100% free